Executive Director & External Wholesaler, Wirehouse Channel - Greater Houston

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.
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