Executive Director & Wholesaler, Wirehouse Channel
About The Position
Morgan Stanley Investment Management (MSIM) 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 $1.8 trillion in assets under management as of September 30, 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. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im. The Eaton Vance Distribution Team provides a unique opportunity to represent MSIM in tax, direct indexing, alternatives, education, and leadership in concentrated wealth. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products, including Mutual Funds, ETFs, SMAs, and Alternative Investments within the Wirehouse channel across the Midwest region. The ideal candidate is a strategic, relationship-driven sales professional with a proven track record of increasing AUM for the firm, maintaining high-level relationships with Financial Advisors, and delivering top-tier consultative sales presentations.
Requirements
- 7+ years of relevant external sales experience within the asset management industry.
- Bachelor’s degree or equivalent required.
- FINRA Series 7, 79, 63 or 66 licenses required.
- Strong knowledge of asset allocation, portfolio construction, capital markets, and alternative investments.
- Proven sales success and established relationships with Wirehouse advisors.
- Excellent communication, presentation, and interpersonal skills.
- Strong leadership and decision-making skills.
- Advanced computer proficiency, including Morningstar Direct and Salesforce.
- Willingness and ability to travel.
Responsibilities
- Develop and maintain sales programs with assigned intermediaries.
- Execute a strategic business plan to drive gross and net sales, targeting Top-Tier Financial Advisors within Wirehouse branch offices.
- Identify client needs and coordinate efforts to service assigned intermediaries.
- Build and maintain long-term relationships with Financial Advisors, Branch Managers, and Complex Directors to increase firm footprint and market share.
- Act as a subject matter expert on the company’s investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs.
- Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients.
- Work in conjunction with an Internal Consultant to fulfill the business plan for the territory.
- Coordinate with all firm COI’s, PM/IPMS, the Wealth Strategy Group, MSIM Alternatives and the Advisor Institute.
- Complete administrative tasks, i.e. submitting call and expense reports in a timely manner.
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
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What This Job Offers
Job Type
Full-time
Career Level
Executive
