UHNW 10b5-1 Strategy Associate: Trade & Analytics
Job in
Sandy, Salt Lake County, Utah, 84092, USA
Listed on 2026-08-22
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley is looking for an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate located in Sandy, Utah. This role involves managing trading plans and providing concierge-level support to clients and advisors. Candidates should have experience in Capital Markets and possess FINRA Licenses Series 7 & 63.
The ideal applicant is self-motivated, has strong Microsoft Office skills, and is capable of effectively communicating with senior leadership. Join us as we expand our UHNW Desk and contribute to a culture of inclusion within our diverse workforce.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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