Executive Director & External Wholesaler, Wirehouse Channel - Greater Houston

About the role

The Eaton Vance Distribution Team at Morgan Stanley Investment Management (MSIM) seeks a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for MSIM’s broad suite of investment products within the Wirehouse channel across the Houston area.

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.
• Cook up 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.
• Tracks 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.

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.