Morgan Stanley · 4 months ago
Consulting Group Sales, Hybrid - VP
New York, New York, United States of America
Full-time
Hybrid
Mid Level
$110K/yr - $185K/yr
3+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. They are seeking a Consulting Group Sales Hybrid - VP to manage sales activity across Advisory products, driving revenue growth and establishing strong relationships with financial advisors. This role involves both strategic and tactical responsibilities to align with clients' objectives and Morgan Stanley's values.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Expertise in Consulting Group platforms & solutions, inclusive of traditional investment products
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 on specific business opportunities
Ongoing coaching and development of financial advisors
Partner with sales partners & local management to effectively cover assigned territory and drive business results (transition assets to advisory, drive sales related to tactical campaigns)
Utilize Salesforce effectively and efficiently
Qualification
Required
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
Excellent verbal and interpersonal skills
Deep understanding and familiarity with Morgan Stanley's branch network and Financial Advisors
Strong knowledge of CG products and platforms
Preferred
Salesforce (or alternative CRM) experience preferred
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
South China Morning Post
2026-01-25
Company data provided by crunchbase