Sales Support Analyst

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

Job summary

Morgan Stanley is hiring to support sales efforts for Internal and External Wholesalers in Boston, MA. The role involves coordinating with wholesalers, identifying financial advisors for proactive outreach, and providing product information to advisors.

Strong attention to detail and communication skills are required, with FINRA Series 7 & 63 licenses expected within three months of start date. Expected base pay ranges from $65,000 to $75,000 per year, with additional incentives and benefits

Qualifications

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

Responsibilities

• Support sales efforts of Internal and External Wholesalers.
• Identify financial advisors for proactive outbound phone calls on firm initiatives.
• Assist Internal Wholesalers with product information and requests.
• Attend product update meetings with sales teams to learn EV products/services.
• Run hypothetical mutual fund reports and analyses for advisors.
• Support marketing campaigns with literature fulfillment and timelines.
• Update Salesforce CRM to reflect accurate records with FINRA.

Skills

Communication skills

Attention to detail

Team player

Tools

Microsoft Office

Salesforce

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 whole
• Run 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 timelines
• Update and maintain Salesforce (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry

Job Requirements

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

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 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.