Executive Director & External Wholesaler, Wirehouse Channel - PacNW

Morgan Stanley•Seattle, WA

About The Position

Morgan Stanley Investment Management (MSIM) is seeking a high-performing, motivated External Wholesaler for the Eaton Vance Distribution Team. The role represents MSIM's investment capabilities in areas including tax, direct indexing, alternatives, education, and concentrated wealth leadership. The External Wholesaler drives gross and net sales of Mutual Funds, ETFs, SMAs, and Alternative Investments in the Wirehouse channel across Washington, Oregon, and Alaska. The role requires strategic territory planning, relationship development with Financial Advisors and other Wirehouse leaders, and consultative sales expertise. The position works with an Internal Consultant and coordinates with firm partners to deliver tailored investment solutions and fulfill territory business plans.

Requirements

At least 7 years of relevant external sales experience within the asset management industry.
Bachelor's degree or equivalent.
Required FINRA Series 7 and Series 63 or 66 licenses.
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.
Strong ethics and integrity in interactions and decision-making.
Accountability and ownership, with a focus on long-term value creation.
Ability to foster honesty, transparency, and accountability within teams.
Ability to collaborate across teams to deliver optimal client solutions.
Passion for innovation and a continuous improvement mindset.
Respect for individual differences and openness to diverse perspectives.
Commitment to mentoring and supporting others' professional growth.

Nice To Haves

Engagement in community service, volunteering, or corporate citizenship initiatives.

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 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 the firm's footprint and market share.
Serve as a subject matter expert on company investment products, portfolio construction, and asset allocation, providing tailored solutions for advisor needs.
Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and clients.
Work with an Internal Consultant to fulfill the territory business plan.
Coordinate with firm COIs, PM/IPMS, the Wealth Strategy Group, MSIM Alternatives, and the Advisor Institute.
Complete administrative tasks, including submitting call and expense reports in a timely manner.