Senior Associate, Platform Onboarding Specialist

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Platform Onboarding Specialist supporting the National Accounts team at Morgan Stanley. Managing pipeline and product launch for investment management solutions with a focus on client opportunities and internal resource utilization.

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) as an internal point person for pipeline and product launch management
establish familiarity with internal systems to respond to client opportunities and requests
support the coordination of responses to contracting and pipeline management by liaising with internal teams, and utilizing internal resources
manage operational hurdles and escalations from key partners and platforms
coordinate team meetings and prepare presentations, including those attended by sales representatives
work closely with the Business Manager to prepare sales channel reporting, product performance analyses and weekly reports to NA/PSC, management and sales
maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
understand and maintain a working knowledge of firm platforms, firm initiatives, and investment trends
establish excellent communication across functional areas of the firm

Requirements

What you’ll need

Bachelor’s degree and 2-4 years’ relevant sales/marketing experience with an investment management organization or other financial services firm is preferred
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
demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
commitment to a team-oriented environment

Benefits

Comp & perks

employee benefits and perks
opportunity to work alongside the best and brightest
environment where you are supported and empowered
ample opportunity to move about the business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales experiencemarketing experienceanalytical skillspresentation skillsCRM systems proficiencyMS OfficeExcel proficiency

Soft Skills

communication skillsinterpersonal skillsorganizational skillstime management skillsentrepreneurial mindsetteam-orientedinitiativeproblem-solving

Certifications

Bachelor's degree