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Morgan Stanley

Consulting Group Sales

Morgan Stanley

. Drive sales activity across Advisory products in assigned markets .

Posted 10/15/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $70,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact
  • Drive sales activity across Advisory products in assigned markets
  • Identify market opportunities, develop plans, and execute in partnership with home office, regional management, and local resources
  • Deliver results against specific targets
  • Strategically drive and coordinate sales activity aligned with Morgan Stanley’s values and clients’ individual objectives
  • Establish, maintain, and support strong relationships with financial advisors
  • Lead strategic engagements with high-opportunity financial advisors
  • Partner with financial advisors to identify, highlight, and execute specific business opportunities
  • Provide ongoing coaching and development of financial advisors
  • Partner with sales partners and local management to cover assigned territory and drive business results
  • Transition assets to advisory and drive sales related to tactical campaigns
  • Utilize Salesforce effectively and efficiently

Requirements

What you’ll need
  • Bachelor's degree required
  • Active Series 7 and 63, 65 (or 66) required
  • 3-5+ years proficiency in financial markets and financial products
  • 3-5+ 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
  • Excellent verbal and interpersonal skills
  • Deep understanding and familiarity with Morgan Stanley’s branch network and Financial Advisors
  • Strong knowledge of Consulting Group products and platforms

Benefits

Comp & perks
  • Continued professional development and networking throughout the organization
  • Comprehensive employee benefits and perks
  • Benefits and support for employees and their families throughout their work-life journey
  • Opportunity for internal mobility across the business
  • Commission earnings
  • Incentive compensation
  • Discretionary bonuses
  • Other short- and long-term incentive packages
  • Morgan Stanley-sponsored benefit programs