Sales Support Analyst

Morgan-Stanley; Boston (MA); On-site; USD 65,000 - 75,000; Full time

Job summary

Morgan Stanley seeks a Sales Support professional to assist Internal and External Wholesalers in outreach and service to financial advisors. The role involves coordinating product information requests, attending product update meetings, and supporting marketing campaigns with timely literature fulfillment.

Candidates should have experience with Microsoft Office and Salesforce, with FINRA licenses 7 & 63 expected within three months. A collaborative team player mindset is essential.

Qualifications

• Industry experience preferred.
• Strong attention to detail, organized, and able to juggle multiple tasks.
• Strong communication skills.
• Cooperative team player.
• FINRA Series 7 & 63 licenses required within three months of start date.
• Strong Microsoft Office skills.

Responsibilities

• Identify financial advisors for proactive outbound calls on firm initiatives.
• Assist Internal Wholesalers with product information and requests.
• Attend regular product update meetings with sales teams.
• Run hypothetical mutual fund reports and TA analyses for advisors.
• Support marketing campaigns with literature fulfilment and logistics.
• Update and maintain Salesforce CRM with accurate records.

Skills

Attention to detail

Organized

Multitasking

Strong communication

Cooperative team player

Microsoft Office

Tools

Salesforce CRM

Microsoft Office

Job description

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. 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:Support sales efforts of Internal and External Wholesalers.Primary Responsibilities:Once licensed, work with wholesaling teams to identify financial advisors for proactive outbound phone calls on various firm initiatives.Work indirectly with financial advisors by assisting Internal Wholesalers with product information and other various requests.Attend regular product update meetings with sales teams to become familiar with EV products/services and the financial industry as a wholeRun hypothetical mutual fund reports and TA’s (Transition Analysis) for Internal Wholesalers to use with advisors to sell EV products.Support marketing campaigns through regular literature fulfilment for financial advisors, taking ownership of logistical requirements and strict timelinesUpdate and maintain Salesforce (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industryJob Requirements:Industry experience preferredStrong Microsoft Office skillsMust have strong attention to detail, organized, and ability to juggle multiple tasksStrong communication skillsCooperative team playerFINRA Series 7 & 63 licenses required within three months of start dateWHAT 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 90 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 Between $65,000 and $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.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 .