Senior Associate, Platform Onboarding Specialist

Morgan Stanley

Support National Accounts and Portfolio Specialist Consultants in managing pipelines and product launches. Collaborate with internal teams for operational efficiency in financial services industry.

Posted 5/6/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesSenior💰 $100,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

Support National Accounts and Portfolio Specialist Consultants (PSC)
Manage pipeline and product launch management
Coordinate responses to contracting and pipeline management
Manage operational hurdles and escalations
Prepare sales channel reporting and product performance analyses
Maintain team pipeline information in CRM systems
Establish excellent communication across functional areas

Requirements

What you’ll need

Bachelor’s degree
2-4 years’ relevant sales/marketing experience
Proficient with MS Office (particularly excel)
Strong analytical skills
Excellent communication, interpersonal, and presentation skills
Entrepreneurial and high degree of professionalism
Organizational and time management skills
Commitment to a team-oriented environment

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales analysisproduct launch managementpipeline managementCRM systemsdata analysis

Soft Skills

communicationinterpersonal skillspresentation skillsorganizational skillstime managementanalytical skillsprofessionalismteam-oriented

Certifications

Bachelor’s degree