OPT Sales Officer Jobs
Sales Officer jobs on OPT are widely available, but your 60-day job search window and 90-day unemployment limit make timing critical. Most Sales Officer roles qualify under business or marketing degree fields, and many employers sponsor H-1B visa after OPT ends.
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Get Access To All JobsINTRODUCTION
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES
People Management and Communication
- Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
- Lead, mentor, and supervise a team of Support and Service Professionals
- Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
- Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
- Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
- Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
- Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
- Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
- Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
- Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion
Operational Oversight
- Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
- Facilitate and manage resolution of client inquiries/requests
- Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
- Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
- Additional operational oversight may be required
- Administer other duties as delegated by the Market Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
- Bachelor’s degree required or equivalent education
- Previous industry experience
- Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Other licenses as required for the role or by management
Knowledge/Skills
- Effective written and verbal communication skills
- Strong attention to detail
- Ability to prioritize and resolve complex needs and escalate as necessary
- Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
- Evidence of strong leadership and talent development capabilities
- Previous supervisory experience preferred
- Exceptional organizational and time management skills
- Exceptional conflict resolution skills
- Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
- Knowledge of Firm’s Risk & Compliance policies
- Ability to think strategically
Reports to
- Market Business Service Officer
Direct reports:
- Support Professionals
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.
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.
INTRODUCTION
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES
People Management and Communication
- Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
- Lead, mentor, and supervise a team of Support and Service Professionals
- Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
- Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
- Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
- Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
- Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
- Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
- Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
- Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion
Operational Oversight
- Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
- Facilitate and manage resolution of client inquiries/requests
- Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
- Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
- Additional operational oversight may be required
- Administer other duties as delegated by the Market Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
- Bachelor’s degree required or equivalent education
- Previous industry experience
- Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Other licenses as required for the role or by management
Knowledge/Skills
- Effective written and verbal communication skills
- Strong attention to detail
- Ability to prioritize and resolve complex needs and escalate as necessary
- Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
- Evidence of strong leadership and talent development capabilities
- Previous supervisory experience preferred
- Exceptional organizational and time management skills
- Exceptional conflict resolution skills
- Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
- Knowledge of Firm’s Risk & Compliance policies
- Ability to think strategically
Reports to
- Market Business Service Officer
Direct reports:
- Support Professionals
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.
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.
See all 1,808+ OPT Sales Officer Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship in Sales Officer
Target employers with a history of visa sponsorship
Search OFLC disclosure data to identify companies that have previously filed H-1B visa petitions for Sales Officer roles. Employers who sponsor regularly are far more likely to continue doing so after your OPT period ends.
Align your degree field with the role description
Most Sales Officer positions qualify under business, marketing, or communications degrees. Confirm your degree field matches the job's requirements before applying, as your OPT authorization is tied to your field of study.
Address your work authorization early in the process
Bring up your OPT status before the offer stage, not after. Many sales hiring managers are unfamiliar with OPT authorization. A brief, confident explanation reduces hesitation and filters out employers unwilling to sponsor upfront.
Prioritize roles at larger or enterprise-level companies
Larger organizations have dedicated HR and legal teams familiar with visa sponsorship processes. Sales Officer roles at enterprise companies are significantly more likely to include H-1B sponsorship pathways than small or early-stage employers.
Negotiate a start date that fits your OPT timeline
Your OPT authorization must be active before your first day. Factor in EAD processing time, which can take two to three months, and ensure your start date aligns with your OPT start date to avoid any unauthorized work.
Pursue STEM OPT extension if your degree qualifies
If you hold a STEM degree and your Sales Officer role involves quantitative or analytical work, your employer may qualify under the STEM OPT extension program, giving you 24 additional months of work authorization beyond standard OPT.
Sales Officer OPT: Frequently Asked Questions
Can I work as a Sales Officer on OPT?
Yes, Sales Officer roles generally qualify for OPT authorization when your degree is in a related field such as business, marketing, communications, or management. The role must be directly related to your field of study. Most mid-size and enterprise employers in sales, finance, and technology are familiar with hiring OPT candidates for these positions.
Do Sales Officer jobs typically lead to H-1B sponsorship?
Many do, particularly at larger companies and in industries such as financial services, technology, and enterprise software. Sales Officer roles can qualify as specialty occupations under H-1B if the position requires a bachelor's degree in a specific field. Checking a company's H-1B filing history through OFLC disclosure data, or browsing sponsored roles on Migrate Mate, helps you focus your search on employers who sponsor.
Does a Sales Officer role qualify for the STEM OPT extension?
It depends on your degree, not the job title. If you hold a STEM-designated degree, such as management information systems, business analytics, or economics, and the Sales Officer role involves data analysis, forecasting, or quantitative methods, your employer may be able to support a STEM OPT extension. The employer must be E-Verify enrolled and the role must fit within your degree's STEM classification.
How much time do I have to find a Sales Officer job on OPT?
You have 90 days of cumulative unemployment during your OPT period. If you activate OPT before securing a role, that clock starts immediately. Most Sales Officer hiring cycles run two to six weeks, so starting your search before OPT begins gives you the best buffer. Prioritizing applications to employers already open to sponsorship cuts down time spent on companies that will decline later.
What should I put on my resume about my OPT status for Sales Officer applications?
List your work authorization as "OPT (F-1)" in a dedicated section near the top of your resume. State your OPT expiration date and whether you are eligible for a STEM extension, since sales hiring managers frequently screen for this before moving forward. Being transparent upfront reduces wasted interviews and positions you as a candidate who understands the process.