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

Morgan Stanley•Dallas, TX

24d•Onsite

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 specialization across various asset classes. The Wealth Strategies Group, within MSIM, focuses on advanced strategies for High-Net-Worth (HNW) Investors, including customized SMAs, the Exchange fund, derivatives, and charitable solutions. The Wealth Strategy Specialist is responsible for product distribution within the Wirehouse and Independent Broker-Dealer channels in the South Region. This role involves close collaboration with Relationship Managers and other internal teams to ensure a high level of client experience and satisfaction. The Specialist will act in a consultative manner with advisors to implement advanced strategies and increase Assets Under Management (AUM) for key clients.

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 within the territory footprint.
Meet with advisors and their largest clients.
Conduct strategy training meetings at branch and regional levels 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.