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Executive Director & External Wholesaler, Wirehouse Channel - PacNW

Morgan Stanley · Seattle, WA · 1 mo ago
Business DevelopmentFull-time

About the Role

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and $1.8 trillion in assets under management as of September 30, 2025. 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 Pacific Northwest.

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 in the Pacific Northwest – Washington, Oregon, and Alaska.
  • 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.

Qualifications

  • Operates with a strong sense of ethics and integrity in interactions and decision-making.
  • Takes accountability and ownership in 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.
  • 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 the professional growth of others.

Benefits

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.

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