External Wholesaler, Wirehouse Channel – Growth Leader

Morgan-Stanley; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Morgan Stanley Investment Management seeks an External Wholesaler to drive growth in Gross and Net sales across the greater Houston area and the Dallas/Oklahoma region. You will lead strategic programs, engage top-tier financial advisors, and showcase MSIM’s mutual funds, ETFs, SMAs and alternatives.

The role requires 7+ years of asset-management sales, FINRA licenses, and strong communication skills. Travel to client sites and office visits is expected as part of regional coverage.

Qualifications

• 7+ years of external sales experience in asset management.
• FINRA Series 7, 63 or 66 licenses required.
• Strong knowledge of asset allocation, portfolio construction and capital markets.

Responsibilities

• Develop and maintain sales programs with assigned intermediaries.
• Execute strategic plans to drive gross and net sales in Wirehouse channels.
• Build long-term relationships with Financial Advisors and Branch Managers.
• Act as a subject matter expert on MSIM products and solutions.

Skills

External sales experience

FINRA licenses (Series 7/63/66)

Asset allocation knowledge

Portfolio construction

Communication skills

Presentation skills

Travel willingness

Wirehouse relationship management

Sales with Financial Advisors

Education

Bachelor’s degree

Tools

Morningstar Direct

Salesforce

Job description

Morgan Stanley Investment Management seeks an External Wholesaler to drive growth in Gross and Net sales across the greater Houston area and the Dallas/Oklahoma region. You will lead strategic programs, engage top-tier financial advisors, and showcase MSIM’s mutual funds, ETFs, SMAs and alternatives.

The role requires 7+ years of asset-management sales, FINRA licenses, and strong communication skills. Travel to client sites and office visits is expected as part of regional coverage.