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Associate Solution Advisor Jobs in Roxbury Crossing, MA

Choreo

Wealth Advisor

Boston, MA

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Integrated Solution Delivery: * Coordinate with planning, investment, tax, and estate specialists ...

TIAA

Wealth Advisor

Waltham, MA

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Nelnet

Security Advisor

Boston, MA · On-site

... solutions, and K-12 and higher education expert ... For over 40 years, Nelnet has been serving its customers, associates, and communities. The perks of ...

Aprio

Wealth Advisor

Boston, MA · On-site

$150K - $250K/yr

... thoughtful solutions, and delivering exceptional client experience. * Advise clients on their ... Associate and Financial Planner. * Perform investment management tasks such as account review ...

White and Case LLP

Technical Advisor

Boston, MA · On-site

$96K - $155K/yr

... solutions and improvements to existing approaches, working with legal teams across the Firm. The ... Liaises with Litigation and Intellectual Property partners and associates to address complex issues ...

Ensono

Expert Solution Architect, Solution Design

Boston, MA · On-site

$68.50 - $90.25/hr

As an expert technology adviser and managed service provider with cross-platform certifications ... We can Do Great Things because we have great Associates. The Ensono Core Values unify our diverse ...

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Associate Solution Advisor information

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How much do associate solution advisor jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for associate solution advisor in Roxbury Crossing, MA is $17.51, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $16.44 per hour, depending on experience, location, and employer.

What is an associate solution advisor?

An Associate Solution Advisor is an entry- to mid-level professional who works with clients to understand their business challenges and recommend suitable technology or process solutions. They typically assist in analyzing client needs, designing tailored strategies, and supporting the implementation of solutions. This role often requires strong communication, analytical, and problem-solving skills, and it is common in consulting and technology firms. Associate Solution Advisors frequently collaborate with both clients and internal teams to ensure successful project delivery.

What are the key skills and qualifications needed to thrive as an associate solution advisor?

To thrive as an Associate Solution Advisor, you need a solid understanding of business processes, analytical problem-solving abilities, and a relevant degree in business, IT, or a related field. Familiarity with CRM and ERP systems, data analysis tools, and potentially certifications like Salesforce or SAP are valuable. Strong communication, client management, and teamwork skills help you build trust and effectively address client needs. These competencies are crucial for delivering tailored solutions, driving client satisfaction, and supporting business growth.

How does an associate solution advisor typically collaborate with other departments within an organization?

As an Associate Solution Advisor, you will regularly collaborate with teams such as sales, technical consulting, and product management to deliver tailored solutions to clients. This role requires effective communication to understand client needs, align proposed solutions with business goals, and coordinate implementation efforts. Often, you will participate in meetings, provide input on solution design, and support sales teams with technical expertise. Building strong relationships across departments is essential to ensure seamless project delivery and client satisfaction.

What is the difference between Associate Solution Advisor vs Customer Support Specialist?

AspectAssociate Solution AdvisorCustomer Support Specialist
Required CredentialsBachelor's degree often preferred; technical knowledge beneficialHigh school diploma or equivalent; technical skills vary
Work EnvironmentCollaborative, client-facing, solution-orientedSupport center, call center, or online support
Employer & Industry UsageTech, software, consulting firmsIT services, telecom, retail
Common Search & ComparisonFocuses on solution selling and advisingFocuses on troubleshooting and issue resolution

The Associate Solution Advisor typically engages in advising clients on solutions, requiring technical knowledge and a consultative approach. In contrast, a Customer Support Specialist primarily handles troubleshooting and resolving customer issues. While both roles involve client interaction, the Associate Solution Advisor emphasizes proactive solution recommendations, whereas the Customer Support Specialist focuses on reactive support. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What cities near Roxbury Crossing, MA are hiring for Associate Solution Advisor jobs?

Cities near Roxbury Crossing, MA with the most Associate Solution Advisor job openings:

Associate Solution Advisor jobs near you

Portfolio Management Associate

Morgan Stanley

Boston, MA

Full-time

Re-posted 21 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

Job description

Job Description

POSITION SUMMARY:

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

DUTIES and RESPONSIBILITIES:

Portfolio Management & Business Development:

Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor

Critically examines current holdings to evaluate if portfolio action is warranted

Proactively evaluates and upgrades platforms for the Portfolio Management Group

Implements decisions by using PM trading platforms or other Firm's online technologies to input trades

Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software

Leads research meetings

Identifies swap opportunities

Conducts credit research and develops valuation models

Client Support:

Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients

Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor

Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group

Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor

Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

10+ years of experience in a field relevant to the position required

Advanced degree or professional certification or prior industry experience required

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Additional product licenses may be required

Strong compliance record

Knowledge/Skills

Enjoys working with people and solving problems

Effective written and verbal communication skills

Proficient in applicable software applications

Strong understanding of applicable compliance rules, regulations and firm policies

Knowledge of financial industry and investment products preferred

Successful completion of the Portfolio Management Coursework or holds the CFA designation

Detail-oriented with superior organizational skills and ability to prioritize tasks

Able to work independently and effectively on a team

Ability and interest in working in a fast-paced, evolving environment

Reports to:

Market Business Service Officer and/or Business Service Officer


Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $92,500 and $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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