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Morgan Stanley Internal High Net Worth Solutions Specialist in Boston, Massachusetts

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.3 trillion in assets under management or supervision as of September 30, 2022. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Basic Purpose:

Work on a high net worth sales desk and partner with an external Strategy Specialist.

Primary Responsibilities:

  • Become proficient and be able to present on ultra-high net worth strategies and vehicles.
  • Support External Strategy Specialist in managing a large geographic territory.
  • Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management.
  • Be primary driver of analytics and the processing of transitioning equity accounts.
  • Provide support and problem resolution for ultra-high net worth vehicles.
  • Lead coordination of problem resolution between Eaton Vance and affiliates.
  • Assist in contracts and account opening.

  • Ability to sell and think analytically.

  • High energy and organizational skills.
  • Ability to work in close-knit group with high consistent work volume.
  • Be proficient and comfortable working with multiple proprietary software programs.
  • Must be able to travel on occasion, primarily to Seattle.
  • Must be able to handle pressure situations and follow procedural guidelines.
  • Must be able to work in an open floor plan.
  • Bachelor’s degree required.
  • Minimum of 3 years of related industry experience preferred.
  • FINRA Series 7, 63/65 or 66.
  • Strong computer skills: MS Word, Excel, and PowerPoint.

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).

Job: *Asset/Investment Management

Title: Internal High Net Worth Solutions Specialist

Location: Massachusetts-Boston

Requisition ID: 3233713