Platform Onboarding Specialist, Senior Associate

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries and a total of $1.9 trillion in assets under management as of December 31, 2025. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

As a member of Morgan Stanley Investment Management's National Accounts (NA) and Portfolio Specialist Consultants (PSC), the individual will support the teams' efforts to drive growth across the sales organization in building a distribution footprint in Global Sales & Marketing. The ideal candidate will possess effective communication and project management skills, as responsibilities will include working with senior management and the broader team on pipeline management, platform onboarding efficiencies, and product launch infrastructure across the distribution organization. The position offers significant area for professional growth and development.

Responsibilities:

• Support National Accounts and Portfolio Specialist Consultants (PSC) as an internal point person for pipeline and product launch management
• Establish familiarity with internal systems to respond to client opportunities and requests
• Support the coordination of responses to contracting and pipeline management by liaising with internal teams, and utilizing internal resources
• Manage operational hurdles and escalations from key partners and platforms
• Coordinate team meetings and prepare presentations, including those attended by sales representatives
• Work closely with the Business Manager to prepare sales channel reporting, product performance analyses and weekly reports to NA/PSC, management and sales
• Maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
• Understand and maintain a working knowledge of firm platforms, firm initiatives, and investment trends
• Establish excellent communication across functional areas of the firm- including investment teams, marketing, product, operations/client service, and legal/compliance teams-to ensure seamless execution of business requests

• Bachelor's degree and 2-4 years' relevant sales/marketing experience with an investment management organization or other financial services firm is preferred, proficient with MS Office (particularly excel)
• Strong analytical skills, excellent communication, interpersonal, and presentation skills
• Entrepreneurial and high degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
• Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
• Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others to generate new ideas