Internal Sales Associate

184 Eaton Vance Distributors Inc.; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive benefits

Career growth opportunities

Job summary

Morgan Stanley Investment Management (MSIM) is seeking a proactive Regional Sales Associate to support the Regional Director and nurture broker relationships in the Boston area. You will help promote the company’s investment products and ensure high-quality service to brokers and consultants.

The role emphasizes outbound outreach, relationship building, and the ability to meet sales activity targets. A bachelor’s degree is preferred and FINRA licenses are required or expected where applicable.

Qualifications

• Bachelor’s degree preferred.
• Minimum of 2 years of related industry experience preferred.
• FINRA Series 7, 63 or 66 licenses required; mutual fund/investment sales experience preferred.

Responsibilities

• Provide support to Regional Director covering specific geographical territory.
• Act as a liaison between wholesalers and broker/consultants.
• Initiate and maintain sales and service relationships with broker consultants to promote the sale of the company’s products.
• Responsible for mailings/literature requests.
• Will be point of contact with brokers, financial consultants, and planners to maximize sales.
• Recruiting and maximizing new business prospects.

Skills

Sales

Communication

Outbound calling

Self-motivated

Relationship building

Education

Bachelor’s degree preferred

Tools

MS Word

Excel

PowerPoint

Job description

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.

Basic Purpose: Providing support to Regional Director and maintaining sales/service relationships with brokers.

Primary Responsibilities:

• - Provide support to Regional Director covering specific geographical territory.
• - Act as a liaison between wholesalers and broker/consultants.
• - Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company’s products.
• - Responsible for mailings/literature requests.
• - Will be point of contact with brokers, financial consultants, and planners to maximize sales.
• - Recruiting and maximizing new business prospects.

Job Requirements:

• - Bachelor’s degree preferred.
• - Minimum of 2 years of related industry experience preferred.
• - FINRA Series 7, & 63 or 66 licenses required and mutual fund/investment sales experience preferred.
• - Must meet required outbound call/contact activity levels as set by Manager.
• - Strong computer skills: MS Word, Excel, and PowerPoint.
• - Excellent verbal and written communication skills.
• - Must be a self starter and demonstrate a passion for sales.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90years. Our values - puttingclients first, doing the rightthing, leadingwith exceptional ideas, committingto diversity and inclusion, and giving back - aren’tjust beliefs, they guidethe decisions wemake every day to dowhat's bestfor our clients, communitiesandmore than 80,000 employeesin1,200 offices across 42countries. At MorganStanley, you’ll find an opportunitytowork alongsidethe bestandthe brightest, in anenvironmentwhere you are supportedand empowered. Ourteamsarerelentlesscollaborators andcreativethinkers, fueled by theirdiverse backgroundsandexperiences.Weareproudtosupportouremployeesandtheirfamilies at every pointalong theirwork-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’salsoampleopportunityto move aboutthe businessfor thosewhoshowpassionand grit intheirwork. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be $65,000 per year at the commencement of employment. However,basepay 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. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflectour strong commitment toa 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by and core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

• We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
• There’s also ample opportunity to move about the business for those who show passion and grit in their work.

What We Do