Product Sales Enablement Analyst, Investment Solutions, Wealth Management

About the role

The Product Sales Enablement Analyst role within Investment Solutions, part of Morgan Stanley's Wealth Management division, supports Financial Advisors by managing field sales support for non-banking products and driving business development across the branch network. Day-to-day, the analyst partners with Sales and cross-functional stakeholders to prioritize and distribute client opportunity lists, deliver specialized reporting and prospect materials, execute initial book reviews, maintain internal sales-support webpages, and leverage CRM tools and generative AI to scale workflows. Based in Mumbai, India, this full-time position offers a foundation for building a career in Wealth Management.

What you’ll do

• Partner with Sales to support Financial Advisors across investment solutions including Advisory, Alternative Investments, Annuities, and Insurance
• Collaborate with Sales and Business stakeholders to identify, prioritize, and distribute tactical and strategic client-level opportunity lists to influence client outcomes and drive product adoption
• Respond to requests for specialized reporting, delivering timely prospect and client support materials aligned to sales priorities
• Execute initial stages of book reviews, including assessing existing holdings and identifying potential solution opportunities
• Maintain and enhance internal sales-support webpages, providing Financial Advisors with timely, market-driven updates and relevant process resources
• Demonstrate proficiency in tools, processes, and product knowledge required to support day-to-day activities across the Consulting Group, Alternative Investments, and Insured Solutions
• Identify and implement opportunities, including generative artificial intelligence, to scale workflows and improve efficiency
• Leverage CRM tools to track workflow execution, activity, and outcomes

What you’ll bring

• Bachelor's degree required
• Authorization to work in India without durational restrictions
• Ability to complete all required pre-employment screenings, including background checks and assessments
• Exceptional written and verbal communication skills with strong time-management and prioritization capabilities
• Highly organized, focused, and disciplined; able to manage multiple competing requests and deliver actions accurately and on time
• Demonstrated openness to feedback and actively seeks constructive coaching to improve performance
• Proven ability to establish, maintain, and support strong working relationships with product sales teams and key stakeholders
• Strong sense of ownership and accountability with a consistent work ethic that builds confidence and trust in deliverables

Nice to have

6 months –2.5 years of experience in financial services or a related industry preferred

Skills

Education

Bachelor’s degree required