Sales Associate - Institutional Sales & Business Development
Company Profile
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.
Position Summary
Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that can help build employee financial well-being, and help corporate clients attract and retain top talent. Our comprehensive offering spans Equity Solutions, Retirement, Deferred Compensation, Saving and Giving, and Financial Wellness.
The Institutional Sales & Business Development team drives top-line growth for the Firm through building and deepening relationships with corporate clients - helping them design and deliver workplace financial solutions that engage employees and drive business outcomes.
We're seeking a highly motivated and detailed-oriented Sales Associate to support our Institutional Sales & Business Development team. This individual will play a key role in enabling strategic growth by delivering actionable insights, pipeline analytics, sales reporting, and cross-functional coordination across sales, relationship management, marketing, and internal partners across the Firm. This is an excellent opportunity for someone looking to join a collaborative, fast-moving and high-performing team.
Key Responsibilities:
- Sales Analytics & Reporting
- Prepare and maintain dashboards, KPIs, and sales performance metrics
- Track client engagement, coverage, and pipeline activity across teams
- Deliver reporting packages for senior leadership, product heads, and coverage leads
- Pipeline & Opportunity Management
- Monitor pipeline activity and follow up with sales team on key opportunities
- Maintain CRM system data accuracy and completeness
- Track opportunity lifecycle progress and mandate outcomes
- Client & Market Intelligence
- Conduct client-level research to support sales planning and targeting
- Aggregate industry trends and competitor analysis for client meetings and strategy sessions
- Assist in preparing briefing materials and pitch decks
- Sales Process Support
- Support sales campaigns, event targeting, and follow-up tracking
- Coordinate meetings and support travel planning
- Maintain client segmentation models and coverage mapping
- Team & Project Coordination
- Assist in strategic initiatives and special projects across the sales organization
- Support internal communications, pipeline meetings, and business reviews
- Help onboard new sales team members by coordinating training on tools and processes
Qualifications:
- 2-4 years of experience in sales support, financial services, consulting, or business analysis
- Strong Excel, PowerPoint, and CRM (e.g., Salesforce) skills
- Analytical mindset with strong attention to detail
- Excellent verbal and written communication skills, presentation skills
- Flexible, team player with excellent interpersonal skills and a positive contributor to our team's culture
- Highly organized and proactive, with the ability to manage multiple tasks and stakeholders, and work well under pressure
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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).
This is an on-site position, and the employee is expected to work from the company's office 4 days a week.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $80,000 and $100,000 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).
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)