Responsible for supporting sales efforts of Internal and External RIA Family Office Sales Team Provide support to External Regional Sales Representative Attend regular product update meetings with sales teams to become familiar with MSIM products/services and the financial industry as a whole. Update and maintain SalesPage (CRM) as needed. Develop product, market, competitor, and MSIM knowledge. Participate in ongoing trainings. Run transition analyses, hypothetical and analytical reports for use with advisors selling MSIM products. Bachelor's degree or equivalent. FINRA Series 7 and 63 required. 1-3 years of experience in financial services, preferably within asset management, client service, or sales support. Strong communication, sales ability, and presentation skills. Must be extremely motivated and have demonstrated sales success. Must be comfortable with technology. Team player, shows initiative/resourcefulness, actively seeks opportunities to make contributions. Able to learn quickly, retain knowledge and information. 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. 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. 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.
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