Morgan Stanley

Executive Director & External Wholesaler, Wirehouse Channel - Greater Houston

Morgan Stanley$120K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of external sales experience in asset management
  • Bachelor's degree or equivalent required
  • FINRA Series 7, 63 or 66 licenses required
  • Strong knowledge of asset allocation and alternative investments
  • Established relationships with Wirehouse advisors
  • Excellent communication and presentation skills
  • Proficiency in Morningstar Direct and Salesforce

Responsibilities

  • Develop and maintain sales programs with assigned intermediaries
  • Execute a strategic business plan targeting Top-Tier Financial Advisors
  • Identify client needs and coordinate service for intermediaries
  • Build long-term relationships with Financial Advisors and Branch Managers
  • Act as a subject matter expert on investment products
  • Conduct sales promotion and training meetings for clients
  • Collaborate with an Internal Consultant to achieve business goals

Benefits

  • Collaboration with internal teams and experts
  • Opportunities for mentoring and professional growth
  • Commitment to community service and corporate citizenship initiatives
  • Focus on ethical decision-making and integrity
  • Supportive culture fostering accountability and transparency
Full Job Description
The Eaton Vance Distribution Team provides a unique opportunity to represent MSIM in tax, direct indexing, alternatives, education, and leadership in concentrated wealth. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products, including Mutual Funds, ETFs, SMAs, and Alternative Investments within the Wirehouse channel across the great Houston area. The ideal candidate is a strategic, relationship-driven sales professional with a proven track record of increasing AUM for the firm, maintaining high-level relationships with Financial Advisors, and delivering top-tier consultative sales presentations.

Responsibilities
  • Develop and maintain sales programs with assigned intermediaries.
  • Execute a strategic business plan to drive gross and net sales, targeting Top-Tier Financial Advisors within Wirehouse branch offices.
  • Identify client needs and coordinate efforts to service assigned intermediaries.
  • Build and maintain long-term relationships with Financial Advisors, Branch Managers, and Complex Directors to increase firm footprint and market share.
  • Act as a subject matter expert on the company's investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs.
  • Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients.
  • Work in conjunction with an Internal Consultant to fulfill the business plan for the territory.
  • Coordinate with all firm COI's, PM/IPMS, the Wealth Strategy Group, MSIM Alternatives and the Advisor Institute.
  • Complete administrative tasks, i.e. submitting call and expense reports in a timely manner.


Requirements
  • 7+ years of relevant external sales experience within the asset management industry.
  • Bachelor's degree or equivalent required.
  • FINRA Series 7, 63 or 66 licenses required.
  • Strong knowledge of asset allocation, portfolio construction, capital markets, and alternative investments.
  • Proven sales success and established relationships with Wirehouse advisors.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong leadership and decision-making skills.
  • Advanced computer proficiency, including Morningstar Direct and Salesforce.
  • Willingness and ability to travel.


Who you are
  • Operates with a strong sense of ethics and integrity in your interactions with others and decision making.
  • Takes accountability and ownership in your work with a focus on long-term value creation.
  • Track record of fostering a culture of honesty, transparency and accountability within teams.
  • Proven ability to collaborate across teams to deliver optimal solutions for clients.
  • A passion for innovation, with a continuous improvement mindset to drive excellence.
  • Respect for individual differences, with an openness to diverse perspectives.
  • Engagement in community service, volunteering or corporate citizenship initiatives.
  • Commitment to mentoring and supporting professional growth of others.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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