Morgan Stanley

Senior Sales Specialist

Morgan Stanley

Houston, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you an experienced sales professional looking for a new challenge in the financial services industry? Look no further! Morgan Stanley is seeking a highly motivated Senior Sales Specialist to join our dynamic team. As a Senior Sales Specialist, you will be responsible for driving revenue growth through the acquisition and retention of high net worth clients. This is a unique opportunity to work with a leading global financial institution and make a significant impact on our business. If you have a proven track record of success in sales and a deep understanding of financial products, we want to hear from you!

  1. Develop and implement strategic sales plans to acquire and retain high net worth clients.
  2. Build and maintain strong relationships with clients, understanding their needs and providing tailored financial solutions.
  3. Conduct thorough market research and analysis to identify potential clients and market trends.
  4. Meet and exceed sales targets and goals on a regular basis.
  5. Utilize effective sales techniques to effectively communicate the value of Morgan Stanley's financial products and services.
  6. Collaborate with internal teams to ensure smooth and efficient client onboarding and ongoing account management.
  7. Keep up-to-date with industry developments and trends to provide clients with the most relevant and effective financial advice.
  8. Provide exceptional customer service and support to clients, addressing any questions or concerns in a timely and professional manner.
  9. Maintain accurate and up-to-date records of sales activities and client interactions in CRM system.
  10. Act as a brand ambassador for Morgan Stanley, representing the company's values and commitment to excellence in all interactions with clients and stakeholders.
  11. Continuously seek out new business opportunities and proactively identify potential areas for growth and improvement.
  12. Mentor and train junior sales team members, sharing knowledge and best practices to drive overall team performance.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Extensive Experience In Sales: A Senior Sales Specialist At Morgan Stanley Should Have A Proven Track Record Of Success In Sales, Preferably Within The Financial Industry. They Should Have A Deep Understanding Of Sales Strategies And Techniques, As Well As The Ability To Effectively Close Deals And Meet Sales Targets.

  • Strong Knowledge Of Financial Products: The Senior Sales Specialist Should Have A Comprehensive Understanding Of The Financial Products And Services Offered By Morgan Stanley. This Includes A Thorough Knowledge Of Investment Options, Market Trends, And Competitor Offerings.

  • Excellent Communication And Relationship-Building Skills: As A Senior Role, The Sales Specialist Should Have Exceptional Communication Skills And The Ability To Build And Maintain Strong Relationships With Clients. This Includes Both Written And Verbal Communication, As Well As The Ability To Present Complex Financial Information In A Clear And Concise Manner.

  • Leadership And Team Management Skills: The Senior Sales Specialist Should Have Experience In Leading And Managing A Team Of Sales Professionals. They Should Possess Strong Leadership Skills, Be Able To Motivate And Mentor Team Members To Achieve Their Goals, And Have The Ability To Delegate Tasks Effectively.

  • Financial Qualifications And Industry Knowledge: A Senior Sales Specialist Should Have A Strong Educational Background In Finance, Economics, Or A Related Field. They Should Also Have A Deep Understanding Of The Financial Industry, Including Current Market Trends, Regulations, And Compliance Standards. Relevant Certifications, Such As Cfa Or Series 7 And 63, Are Also Highly Desirable.

Required Skills
  • Financial Analysis

  • Strategic Planning

  • Market Research

  • Business Development

  • Product knowledge

  • Negotiation

  • Relationship Management

  • Investment Management

  • Client Relations

  • wealth management

  • Sales Strategy

  • Cross-Selling

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Sales Specialist in Houston, TX, USA is between $60,000-$100,000 per year. However, this can vary based on factors such as the industry, company size, and individual experience and qualifications.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 30th, 2024
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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