External Sales, Wirehouse Channel - Minnesota/Wisconsin

PowerToFly; Remote; EUR 72.000 - 86.000; Vollzeit

Zusammenfassung

A global investment management organization is seeking a candidate for a territory sales position. The role requires at least 8 to 10 years of financial services experience, with a focus on client interactions and sales program development. Candidates should possess strong communication skills, relevant FINRA licensure, and a Bachelor's degree or equivalent. This position offers a competitive salary and various employee benefits.

Leistungen

Medical and Dental Insurance

401(k) Plan

Paid Time Off

Life Insurance

Qualifikationen

• 8-10 years of financial services experience.
• Minimum 2 years of internal/outside wholesaling/sales experience.
• FINRA Series 7, 79, 63 or 66 required.

Aufgaben

• Develop and maintain sales programs with intermediaries.
• Identify client needs and coordinate service efforts.
• Conduct sales promotion and training meetings.

Kenntnisse

Strong communication skills

Presentation skills

Motivation

Technology comfort

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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. Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit https://mybenefits.morganstanley.com to learn more about our benefit offerings.

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).