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
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
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