National RIA Sales Associate

Support Senior Business Development Managers in growing and maintaining relationships with National RIAs and strategic partnerships Serve as a direct point of contact for day-to-day servicing of multi-family office relationships, including preparation of investment analyses and presentation materials. Support business development efforts by preparing prospecting materials and running customized investment proposals. Coordinate the dissemination of platform updates and key initiatives to national RIA teams and relevant internal stakeholders. Partner with internal departments including Operations, Legal, Client Service, Portfolio Management, Product Management, and Sales to resolve client inquiries and ensure seamless execution of requests. Maintain CRM and internal tracking tools with up-to-date client activity and reporting. Assist in planning and execution of client meetings, conferences, and virtual events. Bachelor's degree required. FINRA Series 7 and 63 preferred 1- 3 years of experience in financial services, preferably within asset management, client service, or sales support. Strong analytical and problem-solving skills with the ability to understand investment strategies and communicate them effectively. Excellent organizational and time management skills; must be comfortable managing high volumes of work and meeting tight deadlines. Proactive and high-energy team player with strong interpersonal and written communication skills. Proficiency in Microsoft Word, Excel, and PowerPoint; experience with CRM systems and ability to learn proprietary software quickly. Demonstrated ability to multitask and operate in a fast-paced, team-oriented environment. 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. Expected base pay rates for the role will be between $85,000 and $100,000 per year at the commencement of employment. 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.