Equity Sales & Solutions Associate

Morgan Stanley; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley Wealth Management in New York seeks an Equity Sales and Products Solutions professional to deliver market commentary, trading ideas and positioning advice to Financial Advisors for client accounts.

You will develop relationships with MS Research Analysts, identify high conviction opportunities, promote equity activity, and leverage AI to streamline processes; requires a Bachelor’s degree and 3–5 years in financial services, plus Series 7 and 63 licenses.

Qualifications

• Bachelor’s Degree Required.
• 3–5 years of experience in a financial services/sales related role.
• Possess a strong understanding of the financial services industry and global capital markets products.

Responsibilities

• Facilitate market dialogue and promote equity sales/ trading activity with Financial Advisors.
• Leverage the intellectual capital of MSWM and MS & Co. to provide tactical and thematic equity ideas to Financial Advisors.
• Develop relationships with MS Research Analysts and Institutional Sector Sales Specialists to develop subject matter expertise in a particular sector.
• Identify high conviction buy/ sell opportunities to both Financial Advisors and other members of the Capital Markets Equity Sales team.
• Communicate regularly with Financial Advisors & clients who have large equity positions.
• Review client equity portfolios to identify tactical and positioning opportunities.
• Leverage AI to improve the investment process and build custom agents to help streamline and automate business processes.

Skills

Written & verbal communication

Team collaboration

Financial markets knowledge

Time management

Microsoft Office

Bloomberg

AI tools understanding

Education

Bachelor’s Degree

Tools

Bloomberg Terminal

Microsoft Office

Trading platforms

Job description

Morgan Stanley Wealth Management in New York seeks an Equity Sales and Products Solutions professional to deliver market commentary, trading ideas and positioning advice to Financial Advisors for client accounts.

You will develop relationships with MS Research Analysts, identify high conviction opportunities, promote equity activity, and leverage AI to streamline processes; requires a Bachelor’s degree and 3–5 years in financial services, plus Series 7 and 63 licenses.