Executive Director, Wealth Strategies Group – Wirehouse & Independent Channels, PacNW

Morgan Stanley Investment Management is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.6 trillion in assets under management as of March 31, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Wealth Strategies Group is the sales distribution function for advanced strategies for High-Net-Worth (HNW) Investors within MSIM. This group of Specialists focus on the HNW tax suite of solutions, including but not limited to; Customized SMA’s in Equity and Fixed income, the Exchange fund, derivatives, and charitable solutions.

The Wealth Strategy Specialist is responsible for representation of product distribution within Broker-Dealers, both wire-house and independents, for their assigned territory.  Collaborating closely with Relationship Managers, Regional Rep Counterparts, marketing, and additional internal resources, the Wealth Strategy Specialist owns client experience for WSG related products within their territory, ensuring the highest level of service and client satisfaction. The Wealth Strategy Specialist, acts in a consultative manner with sophisticated Advisors in implementing advanced strategies, increasing net AUM of major Broker-Dealer clients.

Responsibilities:

• Responsible for representation of product distribution at Broker-Dealers within the Pacific Northwest Region – WA, OR, MT, ID, UT, CO, WY, ND, SD & HI.
• Product Subject Matter Expert across customized portfolios, tax management and specialized strategies. Products include but not limited to: Parametric Equity and Income SMA’s, Derivatives, EV Exchange Funds, EV Charitable solutions.
• Identify client needs and coordinate efforts to service assigned advisors.
• Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
• Exhibit proficiency in meeting with advisors and their largest clients.
• Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms.
• Work in conjunction with an Internal Specialist to execute the business plan for the territory.
• Understand and follow the Strategy Specialist guidelines.

Requirements:

• Bachelor’s degree or equivalent.
• Minimum 10 years financial services experience, with 5 years of sales experience preferred.
• Strong technical background and familiarity in advanced investment strategies for HNW clients.
• FINRA Series 7, 63 or 66.
• Additional investment designations such as CFP and CAIA strongly preferred.
• Highly motivated and a self-starter with proven leadership skills.
• Proven ability to work independently with measurable results in a fast paced, challenging environment.
• Must be able to demonstrate proficiency in communicating esoteric and complex strategies.
• Ability to drive results, positively influence and leverage relationships.
• Must be able, when requested, to work collaboratively with other EV wholesalers or specialists.
• Must be able to handle consistently active rotation and frequent travel schedule.
• Strong communication and presentation skills.
• Must be extremely motivated and have demonstrated sales success and job performance.
• Must be comfortable with technology.
• Ability to assimilate to new experiences, learn quickly and absorb a steep growth curve.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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