External Sales, Wirehouse Channel - Minnesota/Wisconsin

Morgan Stanley • Minneapolis, MN

30d

About The Position

Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory. Develop and maintain sales programs with assigned intermediaries. Identify client needs and coordinate efforts to service assigned intermediaries. 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. Submit call and expense reports in a timely manner Participate in conference calls. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Requirements

• Bachelor's degree or equivalent.
• Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience.
• FINRA Series 7, 79, 63 or 66 required.
• Strong communication and presentation skills.
• Must be extremely motivated and have demonstrated sales success.
• Must be comfortable with technology.

Responsibilities

• Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.
• Develop and maintain sales programs with assigned intermediaries.
• Identify client needs and coordinate efforts to service assigned intermediaries.
• 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.
• Submit call and expense reports in a timely manner
• Participate in conference calls.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees