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E*TRADE from Morgan Stanley · 3 months ago

Consulting Group Sales Desk Analyst, Associate

New York, New York, United States of America

Full-time

Onsite

Entry Level

$57K/yr - $115K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Consulting Group Sales Desk Analyst role involves supporting sales activities across Advisory products and assisting Financial Advisors with investment solutions. This position offers opportunities for professional development and networking within the Wealth Management division.

BankingFinanceFinancial Services

Responsibilities

Provide advice and support to Financial Advisors across various investment solutions inclusive of Firm Discretionary or Third-Party Portfolio Solutions, Separately Managed Accounts, Direct Indexing, Mutual Funds, Money Markets

Partner with senior sales resources to both strategically and tactically influence advisory net flows, when appropriate

Conduct productive outbound calls focused on identifying client opportunities and suggesting investment solutions to address a potential client need

Support field organization by effectively and efficiently answering inbound calls

Learn and implement our CRM solution to highlight engagement and commercial success

Support requests for specialized reporting, related client and prospect situations, and various research related needs, with the goal of delivering requested prospect and client support elements

Proficiency in tools and topics needed to conduct daily business in Consulting Group, as well as the ability to train incoming team members

Qualification

Securities Industry EssentialsSeries 7Series 66Financial services experienceAnalytical skillsRelationship managementCommunication skillsPresentation skillsTime-management skillsOrganizational skills

Required

Securities Industry Essentials (SIE) required upon hire; Series 7 and Series 66 (or equivalent) required within 90 days of hire

Must hold a bachelor's degree, 2+ years of financial services experience or related industry preferred

Possess exemplary communication, presentation, and time-management skills

Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of their assigned Financial Advisors and execute on all necessary actions in a timely manner

Seek constructive feedback and coaching from both their Sales Desk Managers and Financial Advisors, actively using it to improve how they approach future tasks

Proactively analyze client relationships and make recommendations to team members and financial advisors on how to supplement the client experience

Establish, maintain and support strong working relationships with Financial Advisors and Product Team members. Demonstrate accountability and a strong work ethic to promote confidence and trust in their work

Be authorized to work in the U.S. without durational restrictions

Successfully complete background check and pre-employment assessments