Executive Director & Head, DCIO & Sub-Advisory

Morgan Stanley • Boston, MA

6d

About The Position

provide outstanding long-term investment performance, service, and a comprehensive suite of Define goals and develop a strategic plan to grow AUM in partnership with all areas of intermediary distribution. Lead a growing team to execute on product opportunities and coordinate distribution efforts at major firms. Leverage prior relationships across industry contacts to help grow the business. Serve as a representative of Eaton Vance Distributors (EVD) at board meetings for subadvisory relationships alongside investment team resources when needed. Maximize partnership with our Portfolio Strategy Consultants to leverage opportunities with research for model allocations. Partner with the MSIM investment teams to help promote AUM opportunities. Partner with institutional sales to leverage relationships with consultants who overlap coverage in this channel. Work with Marketing to develop any materials needed to support the business. Partner with intermediary sales leadership to leverage relationships in the field that can drive DCIO and/or Sub Advisory allocations. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Requirements

• Minimum of 8-10 years of experience in the investment management industry, previous client relationship and sales experience required.
• Ability to understand and communicate detailed conversations on a vast investment product offering.
• Excellent analytical, organizational, communication and interpersonal skills.
• Passion for building and leading diverse, inclusive teams, where all individuals feel valued, respected and empowered.
• Ability to define and communicate a clear vision, align teams with organizational goals and drive long-term results.
• Navigates change with confidence, maintains composure under pressure, and leads through uncertainty.
• Sets ambitious goals, holds teams accountable and consistently delivers measurable results.
• FINRA Series 7, 63 & 65 licenses required.
• Series 24 preferred.
• Ability to travel is required.
• Bachelor's degree required.
• 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

• Define goals and develop a strategic plan to grow AUM in partnership with all areas of intermediary distribution.
• Lead a growing team to execute on product opportunities and coordinate distribution efforts at major firms.
• Leverage prior relationships across industry contacts to help grow the business.
• Serve as a representative of Eaton Vance Distributors (EVD) at board meetings for subadvisory relationships alongside investment team resources when needed.
• Maximize partnership with our Portfolio Strategy Consultants to leverage opportunities with research for model allocations.
• Partner with the MSIM investment teams to help promote AUM opportunities.
• Partner with institutional sales to leverage relationships with consultants who overlap coverage in this channel.
• Work with Marketing to develop any materials needed to support the business.
• Partner with intermediary sales leadership to leverage relationships in the field that can drive DCIO and/or Sub Advisory allocations.

What This Job Offers

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