Morgan Stanley

Morgan Stanley

Latam and US Offshore Sales Associate

New York, New York, United States of America

Sponsorship not specifiedDetected 1 day ago
SalesFinancial AnalysisLogisticsCommunicationCollaborationCFA

About the role

  • Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026.
  • The role would have additional sales responsibilities covering financial advisors, private bankers and other US Offshore intermediary clients in Florida, New York, Texas and California.
  • The position will be based in New York, NY.

Responsibilities

  • Support external sales team as an internal point person for existing and prospective institutional and intermediary clients.
  • Additional sales responsibilities include providing support in covering financial advisors, private bankers and other US Offshore intermediary clients.
  • Develop a deep understanding of MSIM's suite of funds and investment strategies.
  • Support intermediary onboarding, due diligence, and legal documentation in coordination with control partners.
  • Coordinate operational support for the business with Client Services groups in the US and Luxembourg.
  • The individual will support senior sales colleagues with maintaining business relationships with institutional and intermediary clients.

Requirements

  • 7+ years of sales experience of offshore asset management products with broker dealers, private banks and institutional investors in Latin America and the US non-resident client (NRC).
  • Team player with a positive attitude and the ability to work under pressure.
  • We do it in a way that's differentiated - and we've done that for 90 years.
  • 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.

Nice to have

  • comfortable engaging at all organizational levels.
  • FINRA Series 7 and 63 required (or obtainable within a defined timeframe)
  • CFA/CIMA a plus.
  • Fluency in Spanish required
  • Portuguese strongly preferred.

Company info

  • The individual would be part of the Latin America and US Offshore Sales team at Morgan Stanley Investment Management.

Equal opportunity

  • https://www.morganstanley.com/people-opportunities/eeo.

Visa & Work Authorization

  • Position requires work authorization in the US
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This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.