Regional Sales & Broker Relations Specialist

184 Eaton Vance Distributors Inc.; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive benefits

Career growth opportunities

Job summary

Morgan Stanley Investment Management (MSIM) is seeking a proactive Regional Sales Associate to support the Regional Director and nurture broker relationships in the Boston area. You will help promote the company’s investment products and ensure high-quality service to brokers and consultants.

The role emphasizes outbound outreach, relationship building, and the ability to meet sales activity targets. A bachelor’s degree is preferred and FINRA licenses are required or expected where applicable.

Qualifications

• Bachelor’s degree preferred.
• Minimum of 2 years of related industry experience preferred.
• FINRA Series 7, 63 or 66 licenses required; mutual fund/investment sales experience preferred.

Responsibilities

• Provide support to Regional Director covering specific geographical territory.
• Act as a liaison between wholesalers and broker/consultants.
• Initiate and maintain sales and service relationships with broker consultants to promote the sale of the company’s products.
• Responsible for mailings/literature requests.
• Will be point of contact with brokers, financial consultants, and planners to maximize sales.
• Recruiting and maximizing new business prospects.

Skills

Sales

Communication

Outbound calling

Self-motivated

Relationship building

Education

Bachelor’s degree preferred

Tools

MS Word

Excel

PowerPoint

Job description

Morgan Stanley Investment Management (MSIM) is seeking a proactive Regional Sales Associate to support the Regional Director and nurture broker relationships in the Boston area. You will help promote the company’s investment products and ensure high-quality service to brokers and consultants.

The role emphasizes outbound outreach, relationship building, and the ability to meet sales activity targets. A bachelor’s degree is preferred and FINRA licenses are required or expected where applicable.