Executive Director, Wealth Strategies Group - Wirehouse & Independent Channels, PacNW

About the position

Morgan Stanley Investment Management is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.6 trillion in assets under management as of March 31, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Wealth Strategies Group is the sales distribution function for advanced strategies for High-Net-Worth (HNW) Investors within MSIM. This group of Specialists focus on the HNW tax suite of solutions, including but not limited to; Customized SMA's in Equity and Fixed income, the Exchange fund, derivatives, and charitable solutions. The Wealth Strategy Specialist is responsible for representation of product distribution within Broker-Dealers, both wire-house and independents, for their assigned territory. Collaborating closely with Relationship Managers, Regional Rep Counterparts, marketing, and additional internal resources, the Wealth Strategy Specialist owns client experience for WSG related products within their territory, ensuring the highest level of service and client satisfaction. The Wealth Strategy Specialist, acts in a consultative manner with sophisticated Advisors in implementing advanced strategies, increasing net AUM of major Broker-Dealer clients.

Responsibilities

• Responsible for representation of product distribution at Broker-Dealers within the Pacific Northwest Region - WA, OR, MT, ID, UT, CO, WY, ND, SD & HI.
• Product Subject Matter Expert across customized portfolios, tax management and specialized strategies.
• Identify client needs and coordinate efforts to service assigned advisors.
• Provide technical and sales support when possible 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 execute the business plan for the territory.
• Understand and follow the Strategy Specialist guidelines.

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.
• Additional investment designations such as CFP and CAIA strongly preferred.
• 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.
• Ability to assimilate to new experiences, learn quickly and absorb a steep growth curve.

Nice-to-haves

• Additional investment designations such as CFP and CAIA strongly preferred.

Benefits

• Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans.
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually).
• 10 Paid Holidays.
• 401(k).
• Short/Long Term Disability.
• Discretionary incentive compensation award.
• Discretionary bonus component.
• Special perks reserved for employees.