Consulting Group Sales Desk Analyst, Associate

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Field & Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The team is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Sales Desk Management team, the Consulting Group (CG) Sales Analyst is responsible for supporting sales activities across Advisory products in their assigned markets.

The role allows for continued professional development & networking throughout the organization. The Morgan Stanley Sales Desk Analyst role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. Team members will specialize in Consulting Group and will have the following 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

Knowledge and 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

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect to complete online assessments, two or three rounds of interviews, and business planning exercises. All offers of employment are contingent on a background check.

About Us

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first,