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Morgan Stanley

UHNW 10b5-1 Strategy Associate: Trade & Analytics

sandy, UT

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About this opportunity

Morgan Stanley lists this UHNW 10b5-1 Strategy Associate: Trade & Analytics opportunity in sandy, Utah. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Morgan Stanley is looking for an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate located in Sandy, Utah. This role involves managing trading plans and providing concierge-level support to clients and advisors. Candidates should have experience in Capital Markets and possess FINRA Licenses Series 7 & 63.

The ideal applicant is self-motivated, has strong Microsoft Office skills, and is capable of effectively communicating with senior leadership. Join us as we expand our UHNW Desk and contribute to a culture of inclusion within our diverse workforce.

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Worksite address

sandy, UT, 84092, US

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