Wealth Strategies Sales Support Analyst at E*TRADE from… · Boston

Summary: E*TRADE from Morgan Stanley is a leading global asset management organization. The Wealth Strategies Sales Support Analyst is responsible for supporting the sales efforts of the high net worth sales team, assisting with client onboarding, providing client service support, and facilitating sales analysis. Responsibilities: - Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products - Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities - Update and maintain SalesPage (CRM) as needed - Master proprietary software applications to be able to pull data for ongoing client servicing - Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors - Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities) Required Qualifications: - Bachelor's degree or equivalent preferred - Minimum one year of sales and/or leadership experience or FINRA Series 6 & 63 licenses - Obtain FINRA Series 7 and 66 as required - Strong communication, sales ability, and presentation skills - Must be extremely motivated and have demonstrated sales success - Must be very comfortable with technology - Team player, shows initiative/resourcefulness, actively seeks opportunities to make a contribution - Able to learn quickly, retain knowledge and information - Ability to work in fast paced environment - Be able to multitask and prioritize different projects Required Skills: FINRA Series 6 License, FINRA Series 63 License, FINRA Series 7 License, FINRA Series 66 License, CRM Software, Proprietary Financial Software, Client Onboarding, Trusts, Entities, Sales Analysis, Sales Ability, Resourcefulness, Learn Quickly, Multitasking, Prioritization Benefits: Some of the most attractive and comprehensive employee benefits and perks in the industry, Commission earnings, Incentive compensation, Discretionary bonuses, Other short and long-term incentive packages, Other Morgan Stanley sponsored benefit programs