Executive Director & External Wholesaler, Wirehouse Channel - PacNW

Morgan Stanley•Seattle, WA

20h•Hybrid

About The Position

Morgan Stanley Investment Management (MSIM) 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. The ideal candidate is a strategic, relationship-driven sales professional with a proven track record of increasing AUM for the firm, maintaining high-level relationships with Financial Advisors, and delivering top-tier consultative sales presentations.

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 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.

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.