External Wholesaler, Wirehouse Channel — Growth Architect

15 MS Investment Mgmt., Inc.; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Morgan Stanley Investment Management is seeking an experienced External Wholesaler to drive growth in gross and net sales across the Wirehouse channel in the Houston area. You will coordinate with Financial Advisors, Branch Managers and Complex Directors to expand the firm footprint and offer tailored investment solutions.

The role requires 7+ years in external asset-management sales, FINRA licenses (7/63/66), and strong knowledge of asset allocation and portfolio construction.

Qualifications

• 7+ years of external sales experience in asset management.
• Bachelor's degree or equivalent required.
• FINRA Series 7, 63 or 66 licenses required.
• Strong knowledge of asset allocation, portfolio construction, and capital markets.
• Proven sales success and established relationships with Wirehouse advisors.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Develop and maintain sales programs with assigned intermediaries.
• Execute a strategic business plan to drive gross and net sales in Wirehouse channels.
• Identify client needs and coordinate service for intermediaries.
• Build long-term relationships with Financial Advisors, Branch Managers, and Complex Directors.
• Deliver tailored investment solutions and conduct product trainings with intermediaries.

Skills

External sales

Relationship building

Communication

Strategic planning

Education

Bachelor's degree

Tools

Morningstar Direct

Salesforce

Job description

Morgan Stanley Investment Management is seeking an experienced External Wholesaler to drive growth in gross and net sales across the Wirehouse channel in the Houston area. You will coordinate with Financial Advisors, Branch Managers and Complex Directors to expand the firm footprint and offer tailored investment solutions.

The role requires 7+ years in external asset-management sales, FINRA licenses (7/63/66), and strong knowledge of asset allocation and portfolio construction.