Sales Support Analyst: CRM & Advisory Enablement

Morgan Stanley

Boston (MA)

On-site

USD 65,000 - 75,000

Full time

14 days+

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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.