UHNW 10b5-1 Strategy Associate: Trade & Analytics

Morgan Stanley; Sandy (UT); On-site; USD 80,000 - 100,000; Full time

Job summary

Morgan Stanley is looking for an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate located in Sandy, Utah. This role involves managing trading plans and providing concierge-level support to clients and advisors. Candidates should have experience in Capital Markets and possess FINRA Licenses Series 7 & 63.

The ideal applicant is self-motivated, has strong Microsoft Office skills, and is capable of effectively communicating with senior leadership. Join us as we expand our UHNW Desk and contribute to a culture of inclusion within our diverse workforce.

Qualifications

• Prior experience in Capital Markets, Investment Banking/Origination, or Wealth Management.
• Strong presentation and customer service attitude.
• Self-motivator with independent learning ability.

Responsibilities

• Manage trade schedules and provide educational support to clients.
• Maintain compliance with SEC rules and regulations.
• Develop presentations and deliver analysis to senior leaders.

Skills

Data analysis

Microsoft Office

Presentation skills

Negotiation skills

Oral communication

Written communication

Education

FINRA Licenses: Series 7 & 63 required

Tools

Microsoft Excel

PowerPoint

Job description

Morgan Stanley is looking for an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate located in Sandy, Utah. This role involves managing trading plans and providing concierge-level support to clients and advisors. Candidates should have experience in Capital Markets and possess FINRA Licenses Series 7 & 63.

The ideal applicant is self-motivated, has strong Microsoft Office skills, and is capable of effectively communicating with senior leadership. Join us as we expand our UHNW Desk and contribute to a culture of inclusion within our diverse workforce.