Growth-Oriented External Wholesaler, Wirehouse Channel

Morgan Stanley; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Morgan Stanley Investment Management seeks an External Wholesaler to drive growth in the greater Houston area, representing a broad suite of investment products, including mutual funds, ETFs, SMAs and alternatives to Wirehouse advisors.

The role focuses on developing sales programs, executing strategic plans, identifying advisor needs, and building long-term relationships with financial advisors, branch managers and complex directors to expand market share. Travel will be required.

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, capital markets, and alternative investments.
• Proven sales success and established relationships with Wirehouse advisors.
• Excellent communication, presentation, and interpersonal skills.
• Strong leadership and decision-making skills.
• Advanced computer proficiency including Morningstar Direct and Salesforce.
• Willingness and ability to travel.

Responsibilities

• Develop and maintain sales programs with assigned intermediaries.
• Execute a strategic business plan to drive gross and net sales, targeting Top-Tier Financial Advisors within Wirehouse branch offices.
• Identify client needs and coordinate efforts to service assigned intermediaries.
• Build and maintain long-term relationships with Financial Advisors, Branch Managers, and Complex Directors to increase firm footprint and market share.
• Act as a subject matter expert on the company’s investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs.
• 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.
• Coordinate with all firm COI’s, PM/IPMS, the Wealth Strategy Group, MSIM Alternatives and the Advisor Institute.
• Complete administrative tasks, i.e. submitting call and expense reports in a timely manner.

Skills

Asset allocation

Portfolio construction

Capital markets

Alternative investments

Communication skills

Presentation skills

Interpersonal skills

Willingness to travel

Education

Bachelor's degree

Tools

Morningstar Direct

Salesforce

Job description

Morgan Stanley Investment Management seeks an External Wholesaler to drive growth in the greater Houston area, representing a broad suite of investment products, including mutual funds, ETFs, SMAs and alternatives to Wirehouse advisors.

The role focuses on developing sales programs, executing strategic plans, identifying advisor needs, and building long-term relationships with financial advisors, branch managers and complex directors to expand market share. Travel will be required.