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SalaryWealth Strategies Group RIA &Family Office Associate
Job Number:
3249261
POSTING DATE: Mar 27, 2024
PRIMARY LOCATION: Americas-United States of America-Washington-Seattle
OTHER LOCATIONS: Americas-United States of America-Massachusetts-Boston
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management 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:
Responsible for supporting sales and client service efforts of Wealth Strategists and Associate Wealth Strategists. This includes working closely with high net worth RIA and Family Office clients, completing analysis requests, providing client service support, and directly assisting the sales teams on ad hoc requests as needed.
Primary Responsibilities:
- Collaborate with WSG/RIA Specialists and WSG/RIA Sr. Relationship Managers to effectively serve and support current and prospective advisors and Family Offices.
- Collaborate with WMS Regional Directors and Wealth Advisor Consultants.
- Efficiently manage the administrative responsibilities of Exchange Fund onboarding.
- Run transition and hypothetical analyses for use with financial advisors.
- Update and maintain CRM.
- Master proprietary software applications to be able to pull and manipulate data for ongoing client servicing, e.g. Salespage, Argos, Seismic, Salesportal, Workfront, Agiloft, Tableau
- Actively participate in daily team activity, including being reactive to telephone and email inquiries from financial advisors.
- Coordinate with territories on business development (i.e. territory campaigns for ongoing pipeline and new opportunities).
- Out of office coverage support
QUALIFICATIONS
- Bachelor’s degree or equivalent.
- Minimum one year of industry experience preferred
- FINRA Series 7, 63/65 or 66 preferred
- Strong written and verbal communication skills
- Must be very comfortable with technology, especially Microsoft Excel.
- 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.
Salary range for the position: $90,000 - $110,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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).
