Market derivative solutions to WM Financial Advisors ("FAs") Support deal flow and transaction lifecycle management Interface with FAs and clients on bespoke derivative solutions including educational presentations, strategy pricing, execution, and managing related support workflows Liaise with team management on data analysis, platform efficiencies and strategic planning Develop relationships with FAs, WM Field employees, Investment Solutions colleagues and partners in Legal/Compliance/Risk along with members of the Institutional Equity Division Bachelor's degree in related field (e.g., finance, accounting, math, economics) Ability to obtain Series 7 & 63 licenses Strong analytical skills Dynamic and effective communication skills Excellent organizational skills, including the ability to work independently, prioritize work, manage time and meet deadlines Willingness and ability to operate well in a collaborative, team-oriented, dynamic sales and trading atmosphere Working knowledge of capital markets; experience with derivatives 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 $110,000 and $185,000 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. Internal Applicants Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.
Want more jobs like this?
Get jobs delivered to your inbox every week.