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 ethics. 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 National Sales organization, within Morgan Stanley Wealth Management's Investment Solutions, 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 Consulting Group sales desk is responsible for advisory flows and increasing advisory adoption, when appropriate. The team engages with FAs to identify potential opportunities, suggest investment solutions to address a potential client need, and create scale and efficiency within a Financial Advisor's practice. Team members are experts in advisory products & platforms. The team provides advice and support to Financial Advisors across various investment solutions inclusive of Firm Discretionary or Third-Party Portfolio Solutions, Separately Managed Accounts, Direct Indexing, Mutual Funds, & Money Markets. The team works in close partnership with the field sales team, the Consulting Group business, and many other stakeholders across the firm.
The Consulting Group Sales Desk Manager position provides an opportunity to gain additional exposure to the field and the business owners within Morgan Stanley Wealth Management. Specific responsibilities include:
• Day-to-day management of the CG sales desk analysts. This includes ensuring the analysts are:
• Proficient in tools & topics needed to conduct daily business in Consulting Group
• Effectively and efficiently answering inbound call
• Supporting requests for proposal generation and other reporting need
• Partnering across the sales team to execute successful enhanced engagements Implementing the CRM solution to highlight engagement and commercial succe
• Ongoing professional development of the analysts on the Consulting Group Sales Desk
• Sales process management, specifically partnering across the organization on the CG Sales Enhanced Engagement
• Recruit, hire and train new team member
• Point of escalation for financial advisors, field sales partners, field management and sales desk team member
Qualifications:
• Comprehensive understanding of Morgan Stanley's Consulting Group Business & Traditional Investment Product
• Securities Industry Essentials (SIE), Series 7 & Series 66 required upon hire; Series 9 & 10 or Series 24 required within six months of hire
• Bachelor's degree required
• 5+ years of financial services experience or related industry preferred
• Sales experience preferred
• Management experience preferred
• Possess exemplary communication, presentation, and time-management skill
• Establish, maintain and support strong working relationships with Financial Advisors and business partners.
• Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
• Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of team and execute on all necessary actions in a timely manner
Expected base pay rates for the role will be between $100,000 and $180,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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.
