Consulting Group Sales Desk Specialist, AVP

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Field & Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The team is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Sales Desk Management team, the Consulting Group (CG) Sales Specialist is responsible for collaborating with their Consulting Group Advisory Directors to influence sales activity across Advisory products in their assigned markets.

These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan, and executing in partnership with home office, regional management and local resources) and tactical (e.g., "get things done", delivering results against specific targets) in nature. CG Sales Specialists must strategically drive and coordinate sales activity in a manner that is consistent with Morgan Stanley’s values and well-aligned with clients’ individual objectives.

The role allows for continued professional development & networking throughout the organization.

• Expertise in Consulting Group platforms & solutions, inclusive of traditional investment products
• Support assigned Consulting Group Advisory Directors by effectively collaborating to cover assigned territory and drive business results (transition assets to advisory, drive sales related to tactical campaigns)
• Collaborate with Consulting Group Advisory Directors and desk resources on strategic engagements with high opportunity financial advisors
• Establish, maintain and support strong relationships with financial advisors, field leadership and other key stakeholders
• Partner with financial advisors to identify, highlight, and execute on specific business opportunities
• Utilize Salesforce effectively and efficiently

• Bachelor's degree required
• Active Series 7 and 63, 65 (or 66) Required
• 3+ years proficiency in financial markets and financial products
• 3+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
• Proven track record of driving results in a sales/marketing role
• Salesforce (or alternative CRM) experience preferred

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.

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