Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Field & Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The team is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Sales Desk Management team, the Insured Solutions Sales Hybrid is responsible for sales activity across Annuity and Insurance products in their assigned markets. These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan, and executing in partnership with home office, regional management and local resources) and tactical (e.g., “get things done”, delivering results against specific targets) in nature. Insured Solutions Sales Hybrids must strategically drive and coordinate sales activity in a manner that is consistent with Morgan Stanley’s values and well-aligned with clients’ individual objectives. The role allows for continued professional development & networking throughout the organization.
Key Responsibilities:
Expertise in Insurance & Annuity platforms & solutions
Establish, maintain and support strong relationships with financial advisors
Lead strategic engagements with high opportunity financial advisors
Partner with financial advisors to identify, highlight, and execute on specific business opportunities
Ongoing coaching and development of financial advisors
Partner with sales partners & local management to effectively cover assigned territory and drive business results (increase insured solution adoption, drive sales related to tactical campaigns)
Utilize Salesforce effectively and efficiently
Knowledge and Skills Required:
Bachelor's degree required
Active Series 7 and 63, 65 (or 66) Required
3-5+ years proficiency in financial markets and financial products
3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
Proven track record of driving results in a sales/marketing role
Salesforce (or alternative CRM) experience preferred
Excellent verbal and interpersonal skills
Deep understanding and familiarity with Morgan Stanley’s branch network and Financial Advisors
Strong knowledge of Insured Solutions products and platforms
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 $115,000 and $190,000 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
- Active Series 7 and 63, 65 (or 66) licenses
- 3-5+ years proficiency in financial markets and financial products
- 3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
- Proven track record of driving results in a sales/marketing role
- Salesforce or alternative CRM experience
- Excellent verbal and interpersonal skills
- Deep understanding and familiarity with Morgan Stanley's branch network and Financial Advisors
- Strong knowledge of Insured Solutions products and platforms
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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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
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.
