Morgan Stanley logo
Morgan Stanley

Morgan Stanley is a global financial services company that was founded in 1935 and provides individuals and institutions with diverse investment products and services to meet their

Executive Director, Wealth Strategy Specialist

Location

Missouri + 1 moreAll locations: Missouri | Texas

Posted

25 days ago

Salary

$200K - $300K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

Executive Director, Wealth Strategy Specialist

Morgan Stanley

• Responsible for representation of product distribution at RIAs and Family Offices within the Southeast Region • Product Subject Matter Expert across customized portfolios, tax management and specialized strategies • Identify client needs and coordinate efforts to service assigned advisors • Provide technical and sales support and partner with Eaton Vance wholesalers • Conduct strategy training meetings at branch and regional level

Job Requirements

  • Bachelor’s degree or equivalent
  • Minimum 10 years financial services experience
  • 5 years of sales experience preferred
  • Strong technical background in advanced investment strategies
  • FINRA Series 7, 63 or 66 required
  • Additional investment designations such as CFP and CAIA strongly preferred
  • Strong communication and presentation skills
  • Ability to drive results and positively influence relationships
  • Must be able to handle active rotation and frequent travel schedule

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Opportunities for professional development
  • Discretionary bonuses

Related Categories

Related Job Pages

More Director Jobs

Zeta Global logo

Senior Director, Partnership Strategy

Zeta Global

We deliver better experiences for consumers and better results for your brand.

Director25 days ago
Full TimeRemoteTeam 1,001-5,000Since 2007H1B Sponsor

• Elevate Zeta's market presence through partnership strategy • Develop innovative activation approaches connecting data and media • Collaborate with internal teams for integrated marketing initiatives • Serve as a thought leader on priority partnerships and market evolution • Lead strategic frameworks for RFPs and high-value opportunities

California
$150K - $165K / year
Job Closed
Pfizer logo

Regional Business Director – Rare Cardiac

Pfizer

Our purpose ensures that patients remain at the center of all we do. We live our purpose by sourcing the best science in the world; partnering with others in the healthcare system to improve access to our medicines; using digital technologies to enhance our drug discovery and development, as well as patient outcomes; and leading the conversation to advocate for pro-innovation/pro-patient policies.

Director25 days ago
Full TimeRemoteTeam 10,001+Since 1849H1B Sponsor

• Develops, coaches, and leads the Cardiac Rare Regional Sales Team to deliver customer value and achieve agreed-upon sales objectives • Partners closely with other RBDs, the Rare Disease Sales Leadership Team, and other HQ functions • Builds, coaches, and develops a high-performing leadership bench through hiring, onboarding, training, and performance management • Creates and sustains an inclusive Patients First culture that drives engagement, retention, and performance • Monitors performance and market dynamics; translates analytics into coaching, prioritization, and course-correction actions • Optimizes resource deployment to improve execution quality and profitability • Role-models a culture of compliance; partners with Compliance and Legal to support routine monitoring

Alabama + 3 moreAll locations: Alabama | Ohio | Tennessee | Wisconsin
$214.9K - $358.1K / year
Job Closed
Blueprint logo

Director/Sr. Director, Discoverability

Blueprint

We deliver the right information, to the right person, at the right moment.

Director25 days ago
Full TimeRemoteTeam 501-1,000Since 2013H1B Sponsor

• Own the full domain migration strategy — design and sign off on the redirect and canonical architecture before any content is built on URLs that will need to move • Deploy llms.txt, robots.txt, and Schema.org structured data across all web properties to establish direct LLM citation infrastructure • Build sameAs schema linking Blueprint and other Bryan Johnson brands as the same entity. • Seed LLM authority for new brands now — own the 'Immortalism,' 'Warriors and Caretakers,' and 'Don't Die' semantic spaces in training data before the brand launches • Manage the YouTube transcript pipeline (1,012 videos, 390M views) — convert to indexed HTML at 50 pages/week with brand-agnostic URL structure • Oversee Wikipedia strategy — Don't Die philosophy article submission and Bryan Johnson biographical article updates via disclosed COI editor • Manage Wikidata entity migration — add new brands as a founded-by relationship and create linked entity before the domain migration • Brief and manage all specialist contractors and vendors: technical SEO engineer, content writer, transcript pipeline engineer, schema vendor, LLM tracking vendor, Wikipedia consultancy, PR agency • Run the weekly LLM citation tracking protocol • Manage and grow the discoverability team over time as Blueprint scales

United States
$175K - $260K / year
Full TimeRemoteTeam 51-200H1B No Sponsor

• Leads the design of professional learning (PL) experiences that are research-driven and scalable • Translates complex research and district data into multi-year learning arcs that equip educators and leaders to improve student math outcomes and identity development • Defines and leads the vision for multi-year professional learning across districts, grades, and schools • Anticipates opportunities for alignment across functions and intervenes early to maintain system-wide coherence • Collaborates proactively with internal teams to ensure implementation decisions support organizational strategy and long-term student outcomes • Ensures tools, frameworks, and session designs are coherent, research-informed, and implementable across diverse contexts • Guides Director-level designers in making design decisions and navigating ambiguity across multiple teams • Leads the translation of cutting-edge research into system-level design decisions • Defines and tracks multi-horizon success metrics: immediate session-level outcomes, short-term teacher/leader practice changes, annual growth, and multi-year system-wide impact

United States
$143.8K / year