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Executive Director – Wealth Strategies Group – Wirehouse & Independent Channels
| Company | Morgan Stanley |
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| Location | Seattle, WA, USA |
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| Salary | $200000 – $300000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s degree or equivalent.
- Minimum 10 years financial services experience, with 5 years of sales experience preferred.
- Strong technical background and familiarity in advanced investment strategies for HNW clients.
- FINRA Series 7, 63 or 66.
- Additional investment designations such as CFP and CAIA strongly preferred.
- Highly motivated and a self-starter with proven leadership skills.
- Proven ability to work independently with measurable results in a fast paced, challenging environment.
- Must be able to demonstrate proficiency in communicating esoteric and complex strategies.
- Ability to drive results, positively influence and leverage relationships.
- Must be able, when requested, to work collaboratively with other EV wholesalers or specialists.
- Must be able to handle consistently active rotation and frequent travel schedule.
- Strong communication and presentation skills.
- Must be extremely motivated and have demonstrated sales success and job performance.
- Must be comfortable with technology.
- Ability to assimilate to new experiences, learn quickly and absorb a steep growth curve.
Responsibilities
- Responsible for representation of product distribution at Broker-Dealers within the Pacific Northwest Region – WA, OR, MT, ID, UT, CO, WY, ND, SD & HI.
- Product Subject Matter Expert across customized portfolios, tax management and specialized strategies. Products include but not limited to: Parametric Equity and Income SMA’s, Derivatives, EV Exchange Funds, EV Charitable solutions.
- Identify client needs and coordinate efforts to service assigned advisors.
- Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
- Exhibit proficiency in meeting with advisors and their largest clients.
- Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms.
- Work in conjunction with an Internal Specialist to execute the business plan for the territory.
- Understand and follow the Strategy Specialist guidelines.
Preferred Qualifications
- 5 years of sales experience preferred.
- Additional investment designations such as CFP and CAIA strongly preferred.
