Wealth Strategies Sales Support Analyst

Primary Responsibilities :

• Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
• Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities.
• Update and maintain SalesPage (CRM) as needed.
• Master proprietary software applications to be able to pull data for ongoing client servicing.
• Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors.
• Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities).

Qualifications:

• Bachelor's degree or equivalent preferred.
• Minimum one year of sales and/or leadership experience or FINRA Series 6 & 63 licenses.
• Obtain FINRA Series 7 and 66 as required.
• Strong communication, sales ability, and presentation skills.
• Must be extremely motivated and have demonstrated sales success.
• Must be very comfortable with technology.
• Team player, shows initiative/resourcefulness, actively seeks opportunities to make a contribution.
• Able to learn quickly, retain knowledge and information
• Ability to work in fast paced environment
• Be able to multitask and prioritize different projects

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 $65,000 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).

Client-provided location(s): Boston, MA

Job ID: Morgan-JR022079

Employment Type: FULL_TIME

Posted: 2025-10-29T18:35:22