WM Syndicate Associate

Morgan Stanley Wealth Management (MSWM), a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Morgan Stanley Wealth Management Capital Markets is a global leader, providing individuals, corporations, and governments around the world with a wide range of services.

The Syndicate Associate supports the distribution and execution of syndicate products within the advisor and digital-direct channels. Products include equity offerings, fixed-income securities, and municipal bonds. This position reports directly to the Head of Capital Markets Syndicate. The primary responsibility is to support the Manager of Syndicate Distribution in all aspects of the function, including deal setup and execution, field support, correspondence and communications, distribution analysis, and the maintenance of documentation and media.

Candidates should have a strong understanding of global financial markets, including fixed income, equities, and structured products. The fast-paced, high-intensity environment requires the ability to analyze and interpret complex information from multiple sources in a timely manner.

• Manage all aspects of the marketing, distribution, and execution of equity and fixed-income offerings, excluding municipal securities, for MSWM’s retail network of financial advisors.
• Support product offerings including equities, preferred securities, corporate bonds, closed-end funds, and medium-term notes, among others.
• Perform project management and business optimization; interface with senior management; ensure efficient and accurate deal marketing, setup, and execution; and support compliance, risk, and regulatory management.
• Contribute to the development and enhancement of product-line distribution.

• Bachelor’s degree.
• Understanding of the financial services industry and global capital markets.
• Strong analytical skills, including the ability to review companies and offerings for retail distribution.
• Strong oral and written communication and presentation skills.
• Team-oriented professional with strong interpersonal skills and the ability to work with professionals at various levels of management.
• Excellent organizational skills, with the ability to manage multiple tasks and meet assigned deadlines.
• High energy and the ability to work effectively in a cross-functional environment with multiple concurrent challenges.
• Management experience, with the ability to lead by example, remove obstacles affecting staff, foster positive morale, maintain an open-door and direct-communication approach, and delegate effectively.
• FINRA Series Series 7 and 63 required or willing to get licensed 

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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