The Wealth Strategies Group is the sales distribution function for advanced strategies for High-Net-Worth (HNW) Investors within Eaton Vance as part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. This group of Specialists focus on the HNW tax suite of solutions including but not limited to; Customized SMA’s in Equity and Fixed income, the Exchange fund, derivatives, and charitable solutions.

The Wealth Strategy Specialist is responsible for representation of product distribution within the Wirehouse and Independent Broker-Dealer channels in the South Region. Collaborating closely with Relationship Managers, Regional Rep Counterparts, marketing, and additional internal resources, the Wealth Strategy Specialist owns client experience for WSG related products within their territory, ensuring the highest level of service and client satisfaction. Act in a consultative manner with sophisticated Advisors in implementing advanced strategies, increasing AUM of major Wirehouse and Independent Broker-Dealer clients.

Responsibilities

• Responsible for representation of product distribution at Wirehouse and Independent Broker-Dealers within the South Region – TX, OK, AK, LA, MS and AL.
• Product Subject Matter Expert across customized portfolios, tax management and specialized strategies. Products include but not limited to: Parametric Equity and Income SMA’s, Derivatives, EV Exchange Funds, EV Charitable solutions.
• Identify client needs and coordinate efforts to service assigned advisors.
• Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
• Exhibit proficiency in meeting with advisors and their largest clients.
• Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms.
• Work in conjunction with an Internal Specialist to fulfill the business plan for the territory.
• Understand and follow the Strategy Specialist guidelines.

Requirements

• Bachelor’s degree or equivalent.
• Minimum 10 years financial services experience, with 5 years of sales experience preferred.
• Strong technical background and familiarity in advanced investment strategies for HNW clients.
• FINRA Series 7, 63 or 66 required
• Additional investment designations such as CFP and CAIA strongly preferred.
• Highly motivated and a self-starter with proven leadership skills.
• Proven ability to work independently with measurable results in a fast paced, challenging environment.
• Must be able to demonstrate proficiency in communicating esoteric and complex strategies.
• Ability to drive results, positively influence and leverage relationships.
• Must be able, when requested, to work collaboratively with other EV wholesalers or specialists.
• Must be able to handle consistently active rotation and frequent travel schedule.
• Strong communication and presentation skills.
• Must be extremely motivated and have demonstrated sales success and job performance.
• Must be comfortable with technology.

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.

Expected base pay rates for the role will be between $125,000 and $300,000 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.