Wealth Strategies Sales Support Analyst

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

• Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
• Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements).
• This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities.
• Update and maintain SalesPage (CRM) as needed.
• Master proprietary software applications to be able to pull data for ongoing client servicing.
• Aid in daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors.
• Aid the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities).

Qualifications

• Bachelor’s degree or equivalent preferred.
• Minimum one year of sales and/or leadership experience or FINRA Series 6 & 63 licenses.
• Obtain FINRA Series 7 and 66 as required.
• Strong communication, sales ability, and presentation skills.
• Must be extremely motivated and have demonstrated sales success.
• Very comfortable with technology.
• Team player, shows initiative/resourcefulness, actively seeks opportunities to make a contribution.
• Able to learn quickly, retain knowledge and information.
• Able to work in fast paced environment.
• Be able to multitask and prioritize different projects.

Benefits

Expected base pay rates for the role will be $75,000 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

There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Company Information

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

EEO Statement

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.