ICC Equity Client Coverage Sales - ED

Company: Morgan Stanley
Location: San Francisco
Posted on: March 19, 2025

Job Description:

Company ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.Department ProfileThe Equity Client Coverage group (ECC) is a cross-divisional business between the Institutional Equity Division (IED) and the Investment Solutions Division (WM). ECC provides high touch, value-added account coverage through trading, research idea generation, and corporate access to a specific client segment within IED. Salespeople are compensated on a commission model, driven by trading production across institutional Firm products.Summary of Role and ResponsibilitiesThe ECC Salesperson facilitates equity sales and trading coverage for ECC accounts. Responsibilities include providing relevant industry commentary, dissemination of research and news flow, corporate access, and connecting specialized trading desks in the Institutional Equity Division to facilitate cross-asset sales across various product segments.Principal Duties

• Act as primary sales contact for Institutional Equity Accounts
• Communicate fundamental and technical information about global market dynamics.
• Provide accurate and timely dissemination of news and trading flows.
• Maintain daily client communication and frequent visits.
• Monitor client trends, understand rationale, disseminate Firm resources as appropriate.
• Cross-sell the Firm's products and specialized trading desks
• Understand industry regulations and how such impact ECC's client base.RequirementsRequires a bachelor's degree in economics, finance, or related field of study and 3-5 years of experience in the position offered or a similar field. Position requires demonstrated experience in establishing and growing a book of institutional business.Furthermore, the successful candidate will have the following attributes:
  • Service oriented with an ability to build relationships with key client decision makers.
  • A thorough understanding of the research product and the ability to deliver and monetize a synchronized product to clients.
  • Effective decision-making skills.
  • Ability to prioritize client orders/requests in a fast-paced dynamic environment.
  • Ability to grow and develop skills for execution across all Equity product lines.
  • Motivation to continue to build and differentiate our offering from the competition.
  • Operate in a team environment and provide seamless support to clients.
  • Effectively interface with internal traders and other colleagues.
  • Ability to work with senior management to produce short/long-term strategic plans.WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors, and a culture that values diverse perspectives, individual intellect, and cross-collaboration. 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.We're committed to bringing passion and customer focus to the business.Expected base pay rates for the role will be between $150,000 and $250,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Keywords: Morgan Stanley, San Francisco , ICC Equity Client Coverage Sales - ED, Accounting, Auditing , San Francisco, California