Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.3 trillion in assets under management or supervision as of September 30, 2022. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Basic Purpose:
Responsible for representation of products distributed and marketed by Eaton Vance Distributors. Inc. 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.
- Bachelor’s degree or equivalent.
- Minimum 10 years financial services experience, with minimum 5 years of internal/outside wholesaling/sales experience.
- FINRA Series 7, 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).