Executive Director & External Wholesaler, Wirehouse Channel – Greater Dallas
Core
Represent MSIM in tax, direct indexing, alternatives, education, and concentrated wealth to drive growth in gross and net sales for a broad suite of investment products within the Wirehouse channel.
Role type
Senior IC external wholesaler (wirehouse)
Builds
Mutual Funds, ETFs, SMAs, and Alternative Investments
Domain
Asset Management / Wealth Management
Required skills
External sales experience, relationship management, strategic business planning, asset allocation expertise, portfolio construction knowledge, capital markets knowledge, alternative investments knowledge, consultative sales, FINRA licensing, Salesforce proficiency, Morningstar Direct proficiency
Preferred skills
Leadership, decision-making, travel flexibility
Technologies
Salesforce, Morningstar Direct
Responsibilities
Develop and maintain sales programs with assigned intermediaries; Execute a strategic business plan to drive gross and net sales; Identify client needs and coordinate efforts to service assigned intermediaries; Build and maintain long-term relationships with Financial Advisors, Branch Managers, and Complex Directors; Act as a subject matter expert on investment products and asset allocation; Conduct sales promotion and product training meetings; Work in conjunction with an Internal Consultant to fulfill the business plan; Coordinate with firm COIs, PM/IPMS, Wealth Strategy Group, MSIM Alternatives, and the Advisor Institute; Complete administrative tasks such as submitting call and expense reports.
Seniority
Senior, hands-on IC