Morgan Stanley
Equity Sales and Products Associate
$70K–$115K
New York, New York · On-site · Full-time · Posted Oct 19, 2026
- Experience
- 3–5 years of experience in a financial services/sales-related role.
- Education
- Bachelor’s degree required.
About the job
Provides Financial Advisors with equity market commentary, trade ideas, positioning advice, and portfolio insights while supporting equity sales activity and improving business processes with AI.
What you'll do
- Facilitate market dialogue and promote equity sales and trading activity with Financial Advisors; communicate with advisors and clients holding large equity positions.
- Develop and share tactical and thematic equity ideas, identify buy and sell opportunities, and review client portfolios for positioning opportunities.
- Build custom AI agents to streamline and automate business processes and improve the investment process.
What they ask for
- Bachelor’s degree.
- 3–5 years of experience in a financial services/sales-related role.
- Strong understanding of the financial services industry and global capital markets products; deep understanding of AI tools and functionality.
- Series 7 and 63 licenses required.
Nice to have
- Knowledge of Bloomberg.
- Proficient Microsoft Office skills.
Pay
$70,000 and $115,000 per year (USD, base salary)
Tools
AI tools, Microsoft Office, Bloomberg
AI focus
Use AI to improve the investment process and build custom agents to streamline and automate business processes.
Model-written summary · the original posting is authoritative