External Sales, Wirehouse Channel - Minnesota/Wisconsin at Morgan Stanley

Minneapolis, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

100000.0

Posted On

07 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Communication, Presentation, Financial Services, Wholesaling, Client Needs Identification, Product Training, Technology Proficiency, Motivation, Collaboration, Diversity and Inclusion, Client Focus, Exceptional Ideas, Community Engagement

Industry

Financial Services

Description

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. 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. 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. Salary range for the position: $100,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.

Responsibilities

The role involves representing Eaton Vance Distributors' products in the assigned territory and developing sales programs with intermediaries. Additionally, the candidate will conduct sales promotions and product training meetings while coordinating efforts to service assigned intermediaries.