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Executive Director & External Wholesaler, Wirehouse Channel - Greater Houston
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About the position
Morgan Stanley Investment Management (MSIM) is a large global asset management organization with a long history and a presence in 24 countries. MSIM aims to provide outstanding long-term investment performance and a comprehensive suite of investment management solutions to a diverse global client base. The Eaton Vance Distribution Team offers a unique opportunity to represent MSIM in specialized areas like tax, direct indexing, alternatives, education, and leadership in concentrated wealth. This role is for a high-performing and motivated External Wholesaler to drive sales growth for MSIM's investment products within the Wirehouse channel in the greater Houston area. The ideal candidate will be a strategic, relationship-driven sales professional with a proven ability to increase Assets Under Management (AUM), maintain strong relationships with Financial Advisors, and deliver 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.
Nice-to-haves
Operates with a strong sense of ethics and integrity in interactions and decision making.
Takes accountability and ownership 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.
Benefits
Comprehensive employee benefits and perks in the industry.
