External Sales - Independent Channel
📋 Role Overview & Responsibilities
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.3 trillion in assets under management or supervision as of September 30, 2022. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Basic Purpose
Responsible for representation of products distributed and marketed by Eaton Vance Distributors. Inc. in assigned channel and territory.
Primary Responsibilities
Develop and maintain sales programs with assigned intermediaries. Identify client needs and coordinate efforts to service assigned intermediaries.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.Submit call and expense reports in a timely manner Participate in conference calls.Bachelor’s degree or equivalent.Minimum 5 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience.FINRA Series 7, 63 or 66 required. Strong communication and presentation skills.Must be extremely motivated and have demonstrated sales success.Must be comfortable with technology.
Morgan Stanley and its affiliated companies are committed to the principles of equal employment opportunity and do not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital status, sexual orientation, or because of any other criteria prohibited under applicable federal, state or local law. Accordingly, applicants will be referred to Morgan Stanley solely on the basis of individual merit and achievement. Morgan Stanley takes affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their age, citizenship, marital status, sexual orientation, race, color, religion, gender, national origin, veteran status, disability or any other prohibited criterion.
Posting Date
Apr 11, 2024
Primary Location
Americas-United States of America-North Carolina-Raleigh
Other Locations
Americas-United States of America-North Carolina-Charlotte
Job
Asset/Investment Management
Employment Type
Full Time
Job Level
Executive Director
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