Ability to work in close-knit group with high consistent work volume.
Must be able to handle pressure situations and follow procedural guidelines.
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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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Additional Information
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.
Basic Purpose:
Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory.
Primary Responsibilities:
Support External Strategy Specialist in managing a large geographic territory.
Act in consultative manner with sophisticated advisors in implementing advanced strategies.
Identify client needs and coordinate efforts to service assigned advisors.
Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
Become proficient and be able to present on ultra-high net worth strategies and vehicles.
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.
Morgan Stanley · Boston, MA