Executive Director & External Wholesaler, Wirehouse Channel - PacNW
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
Executive Director & External Wholesaler (Wirehouse Channel)
Builds
Mutual Funds, ETFs, SMAs, and Alternative Investments
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
external sales, relationship management with Financial Advisors, consultative sales, asset allocation, portfolio construction, capital markets, alternative investments, sales program development, business plan execution, product training
Preferred skills
subject matter expertise, strategic planning, leadership, mentoring
Technologies
Morningstar Direct, Salesforce
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.