Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Position Summary
Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market commentary, actionable trade ideas and positioning advice to Financial Advisors for use in client accounts.
Primary Responsibilities
- Facilitate market dialogue and promote equity sales/ trading activity with Financial Advisors
- Leverage the intellectual capital of MSWM and MS & Co. to provide tactical and thematic equity ideas to Financial Advisors
- Develop relationships with MS Research Analysts and Institutional Sector Sales Specialists to develop subject matter expertise in a particular sector
- Identify high conviction buy/ sell opportunities to both Financial Advisors and other members of the Capital Markets Equity Sales team
- Communicate regularly with Financial Advisors & clients who have large equity positions
- Review client equity portfolios to identify tactical and positioning opportunities
- Leverage AI to improve the investment process and build custom agents to help streamline and automate business processes
Qualifications
Experience
- Bachelor’s Degree Required
- 3-5 years of experience in a financial services/sales related role
- Possess a strong understanding of the financial services industry and global capital markets products
Skills/Abilities
- Possess a strong interest in equity markets and excellent written and oral communication skills, as a fast-paced and intense work environment requires an aptitude for analyzing and interpreting often complex information in a timely manner.
- Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines
- Team player with excellent interpersonal skills and ability to work with various professionals
- Outstanding attention to detail and follow-up
- Demonstrate strong time management/ prioritization skills and solid judgement
- Deep understanding of AI tools and functionality
- Proficient Microsoft Office skills
- Series 7 and 63 licenses required
- Knowledge of Bloomberg
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 $70,000 and $115,000 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.
Skills Required
- Bachelor's degree
- 3-5 years of experience in a financial services or sales-related role
- Strong understanding of the financial services industry and global capital markets products
- Strong interest in equity markets
- Excellent written and oral communication skills
- Ability to analyze and interpret complex information quickly
- Ability to manage multiple tasks and competing deadlines
- Strong interpersonal and teamwork skills
- Strong attention to detail and follow-up
- Strong time management, prioritization, and judgment
- Deep understanding of AI tools and functionality
- Proficiency with Microsoft Office
- Series 7 license
- Series 63 license
- Knowledge of Bloomberg
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
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Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
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Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
