Regional Director - Wirehouse - Morgan Stanley
Minneapolis, MN 55467
About the Job
DescriptionMorgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide
We have $1.4Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success
Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‐ class management teams
Morgan Stanley’s extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies’ unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.Basic Purpose:Responsible for representation of products distributed and marketed by Eaton Vance Distributors 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. QualificationsBachelor’s degree or equivalent.Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience.FINRA Series 7, 79, 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence
Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools
We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Job Field: Asset/Investment Management
We have $1.4Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success
Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‐ class management teams
Morgan Stanley’s extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies’ unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.Basic Purpose:Responsible for representation of products distributed and marketed by Eaton Vance Distributors 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. QualificationsBachelor’s degree or equivalent.Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience.FINRA Series 7, 79, 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence
Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools
We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Job Field: Asset/Investment Management
Source : Morgan Stanley
