Executive Director & External Wholesaler, Wirehouse Channel - PacNW
Core
Represent MSIM in tax, direct indexing, alternatives, education, and leadership in concentrated wealth to drive growth in gross and net sales for a broad suite of investment products within the Wirehouse channel.
Role type
Executive Director & External Wholesaler
Builds
Investment products (Mutual Funds, ETFs, SMAs, Alternative Investments) for Financial Advisors in the Pacific Northwest
Domain
Asset Management / Wirehouse Distribution
Required skills
External sales experience, relationship management with Financial Advisors, strategic business planning, consultative sales presentations, subject matter expertise in asset allocation and portfolio construction, FINRA licensing, travel
Preferred skills
Leadership, decision-making, advanced computer proficiency (Morningstar Direct, Salesforce), ethics, accountability, collaboration, mentoring
Technologies
Morningstar Direct, Salesforce
Responsibilities
Develop and maintain sales programs with assigned intermediaries, execute strategic business plans targeting Top-Tier Financial Advisors, identify client needs and coordinate service efforts, build long-term relationships with Financial Advisors and Branch Managers, act as a subject matter expert on investment products, conduct sales promotion and product training meetings, coordinate with Internal Consultants and firm COIs, complete administrative tasks
Seniority
Senior, hands-on IC