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 / Financial Services
Required skills
strategic sales planning, relationship management with Financial Advisors, consultative sales, asset allocation expertise, portfolio construction knowledge, alternative investments knowledge, sales program development, client needs identification, subject matter expertise, business plan execution, cross-functional coordination, administrative reporting
Preferred skills
leadership, decision-making, mentoring, community engagement, innovation mindset
Technologies
Morningstar Direct, Salesforce
Responsibilities
Develop and maintain sales programs with assigned intermediaries; Execute a strategic business plan to drive gross and net sales targeting Top-Tier Financial Advisors; 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, portfolio construction, 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 COI's, PM/IPMS, Wealth Strategy Group, MSIM Alternatives, and the Advisor Institute; Complete administrative tasks including call and expense reports.
Seniority
Senior, hands-on IC