Associate, Wealth Strategies Group

About the role

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries and a total of $1.9 trillion in assets under management as of December 31, 2025. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Responsibilities

• Support External Strategy Specialist in managing a large geographic territory.
• Act in consultative manner with sophisticated advisors in implementing advanced strategies.
• Identify client needs and coordinate efforts to service assigned advisors.
• Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
• Become proficient and be able to present on ultra-high net worth strategies and vehicles.
• Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management.
• Led coordination of problem resolution between Eaton Vance and affiliates.
• Aid in contracts and account opening.

Qualifications

• Ability to sell and think analytically.
• High energy and organizational skills.
• Ability to work in close-knit group with high consistent work volume.
• Must be able to handle pressure situations and follow procedural guidelines.
• Bachelor’s degree required.
• Minimum of 3 years of related industry experience preferred.
• FINRA Series 7, 63/65 or 66.
• Strong computer skills: MS Word, Excel, and PowerPoint.

Benefits

Expected base pay rates for the role will be $100,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Pay

Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Schedule

Details regarding the schedule are not specified.