Executive Director, Wealth Strategies Group - Wirehouse & Independent Broker-Dealers, South Region

Morgan Stanley•Houston, TX

25d•$125,000 - $300,000•Remote

About The Position

Morgan Stanley Investment Management (MSIM) is a large global asset management organization with a presence in 26 countries and significant assets under management. MSIM offers broad-based specialization across various asset classes. The Wealth Strategies Group, within MSIM, focuses on the sales distribution of advanced strategies for High-Net-Worth (HNW) Investors, including customized SMAs, Exchange Funds, derivatives, and charitable solutions. The Wealth Strategy Specialist will represent these products within the Wirehouse and Independent Broker-Dealer channels in the South Region, collaborating with Relationship Managers and other internal resources. The role involves acting as a consultative partner to sophisticated Advisors, implementing advanced strategies to increase Assets Under Management (AUM) and ensuring a high level of client experience and satisfaction.

Requirements

Bachelor’s degree or equivalent.
Minimum 10 years financial services experience, with 5 years of sales experience preferred.
Strong technical background and familiarity in advanced investment strategies for HNW clients.
FINRA Series 7, 63 or 66 required.
Highly motivated and a self-starter with proven leadership skills.
Proven ability to work independently with measurable results in a fast paced, challenging environment.
Must be able to demonstrate proficiency in communicating esoteric and complex strategies.
Ability to drive results, positively influence and leverage relationships.
Must be able, when requested, to work collaboratively with other EV wholesalers or specialists.
Must be able to handle consistently active rotation and frequent travel schedule.
Strong communication and presentation skills.
Must be extremely motivated and have demonstrated sales success and job performance.
Must be comfortable with technology.

Nice To Haves

Additional investment designations such as CFP and CAIA strongly preferred.

Responsibilities

Representation of product distribution at Wirehouse and Independent Broker-Dealers within the South Region – TX, OK, AK, LA, MS and AL.
Serve as a Product Subject Matter Expert across customized portfolios, tax management and specialized strategies, including Parametric Equity and Income SMAs, Derivatives, EV Exchange Funds, and EV Charitable solutions.
Identify client needs and coordinate efforts to service assigned advisors.
Provide technical and sales support and partner with Eaton Vance wholesalers inside territory footprint.
Exhibit proficiency in meeting with advisors and their largest clients.
Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms.
Work in conjunction with an Internal Specialist to fulfill the business plan for the territory.
Understand and follow the Strategy Specialist guidelines.