Executive Director & External Wholesaler, Wirehouse Channel - Greater Houston

Morgan Stanley • Houston, TX

6d • Hybrid

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 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 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 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.

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.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive