Internal Sales Associate

Morgan Stanley; Boston (MA); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

Comprehensive employee benefits

Career development opportunities

Job summary

A leading global asset management firm located in Boston is seeking a Sales Support professional to assist the Regional Director. The ideal candidate will support sales relationships with brokers, ensuring product promotion and driving new business. Applicants should have relevant industry experience, a bachelor's degree, and required FINRA licenses. Strong communication and computer skills are essential. This position offers competitive compensation with a base salary of $65,000 per year, and additional incentive opportunities.

Qualifications

• Bachelor's degree preferred.
• Minimum of 2 years of related industry experience preferred.
• FINRA Series 7, 63 or 66 licenses required.

Responsibilities

• Support the Regional Director covering a specific territory.
• Act as a liaison between wholesalers and broker/consultants.
• Initiate and maintain sales/service relationships with broker consultants.

Skills

Sales Experience

Excellent Communication Skills

Strong Computer Skills

Education

Bachelor’s Degree

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 twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. 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

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, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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.

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, 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).