External Sales, Wirehouse Channel - New York

at  Morgan Stanley

External Sales, Wirehouse Channel - New York
Job Number:

3261107
POSTING DATE: Oct 23, 2024
PRIMARY LOCATION: Americas-United States of America-New York-New York
OTHER LOCATIONS: Americas-United States of America-New York-Garden City, Americas-United States of America-New York-Albany, Americas-United States of America-New York-Brooklyn, Americas-United States of America-New York-Edgewood, Americas-United States of America-New York-Purchase, Americas-United States of America-New York-Buffalo, Americas-United States of America-New York-Rochester, Americas-United States of America-New York-Long Island City
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Executive Director

DESCRIPTION

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 $1.5 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.
Basic Purpose:
Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.

Primary Responsibilities:

• 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.

QUALIFICATIONS

• 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.
  Expected base pay rates for the role will be $100,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
  Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

• 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