Executive Director, Wealth Strategies RIA Channel - East
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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 $1.5 trillion in assets under management as of March 31, 2024. 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 Eaton Vance as part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. 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 Registered Investment Advisors (RIAs) and Family Offices 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. Act in a consultative manner with sophisticated Advisors in implementing advanced strategies, increasing AUM of major RIA and Family Office clients.
