UHNW bStrategy Associate — Elite Trade Planning
Job in
Sandy, Salt Lake County, Utah, 84092, USA
Listed on 2026-05-31
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley is seeking an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate in Sandy, Utah. The candidate will manage the adoption and trade management of 10b5-1 trading plans, along with providing analytical support to enhance strategies within the EFS department.
The ideal applicant should have experience in financial services and be proficient in Microsoft Office, especially Excel and PowerPoint. Candidates must possess FINRA licenses Series 7 & 63. A strong customer service attitude is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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