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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