National Accounts - Intermediary Sales - Senior Associate

National Accounts - Intermediary Sales - Senior Associate

Job Number : 3256180

3256180

Posting Date

Jul 19, 2024

Primary Location

Americas-United States of America-Massachusetts-Boston

Other Locations

Americas-United States of America-New York-New YorkEducation Level : Bachelor's Degree

Asset / Investment ManagementEmployment Type : Full TimeJob Level : Senior Associate

Description

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.

5 trillion in assets under management as of March 31, 2024. 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.

Provide sales, marketing and communication support to global relationship management team on EVD’s strategic accounts. Promote distribution of entire Morgan Stanley Investment Management / Eaton Vance product line by developing relationships with key contacts throughout the given organizations.

Provide day-to-day relationship management for designated subset of dealers.

Responsibilities :

Work in coordination with Global Relationship Managers to execute on product opportunities and coordinate distribution efforts at major firms.

Support Relationship Managers as additional liaison between Eaton Vance and key home office clients.

• Develop a meaningful and professional relationship with assigned home office contacts through regular phone contact, occasional on-site visits and attendance at industry / client conferences.
• Serve as account liaison between designated firm contacts at smaller firms and Eaton Vance organization.
• Work in partnership with PSC for engagement with analysts at home offices where coverage overlap exists
• Serves as a liaison between EV Portfolio Managers and home office Analysts
• Understand and help effectively communicate all Eaton Vance investment management and distribution capabilities to help drive sales.
• Work with Global Relationship team to identify new product placement opportunities and help in developing business plans to secure expanded platform distribution.
• Communicate with internal and external sales team any marketing campaigns to promote sales.
• Work closely with EV Marketing to execute targeted / segmented marketing campaigns
• Proficiency with Salespage and other relevant technology tools
• Provides sales, assets and performance data to home office analysts and home office contacts on a timely basis.
• Represent Eaton Vance at various dealer conferences.
• Responsible in conjunction with RMs for coordination of new fund and SMA set up at major firms.

Qualifications

Job Requirements :

• Bachelor’s degree required.
• Minimum of 3 to 5 years experience in the investment management industry, previous client relationship and sales experience required.
• Ability to understand and communicate detailed conversations on a vast investment product offering
• NASD Series 7, 63, 65 licenses required
• Excellent analytical, organizational, communication and interpersonal skills.
• Ability to travel is required

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).

Expected base pay rates for the role will be between 105,000 and 155,000 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.