Morgan Stanley
Executive Director & External Wholesaler, Wirehouse Channel - PacNW
Morgan Stanley Investment Management (MSIM) 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 $1.8 trillion in assets under management as of September 30, 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. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.
The Eaton Vance Distribution Team provides a unique opportunity to represent MSIM in tax, direct indexing, alternatives, education, and leadership in concentrated wealth. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products, including Mutual Funds, ETFs, SMAs, and Alternative Investments within the Wirehouse channel across the Pacific Northwest. The ideal candidate is a strategic, relationship-driven sales professional with a proven track record of increasing AUM for the firm, maintaining high-level relationships with Financial Advisors, and delivering top-tier consultative sales presentations.
Responsibilities
Develop and maintain sales programs with assigned intermediaries.
Execute a strategic business plan to drive gross and net sales, targeting Top-Tier Financial Advisors within Wirehouse branch offices in the Pacific Northwest – Washington, Oregon, and Alaska.
Identify client needs and coordinate efforts to service assigned intermediaries.
Build and maintain long-term relationships with Financial Advisors, Branch Managers, and Complex Directors to increase firm footprint and market share.
Act as a subject matter expert on the company’s investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs.
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.
Coordinate with all firm COI’s, PM/IPMS, the Wealth Strategy Group, MSIM Alternatives and the Advisor Institute.
Complete administrative tasks, i.e. submitting call and expense reports in a timely manner.
Requirements
7+ years of relevant external sales experience within the asset management industry.
Bachelor’s degree or equivalent required.
FINRA Series 7, 63 or 66 licenses required.
Strong knowledge of asset allocation, portfolio construction, capital markets, and alternative investments.
Proven sales success and established relationships with Wirehouse advisors.
Excellent communication, presentation, and interpersonal skills.
Strong leadership and decision-making skills.
Advanced computer proficiency, including Morningstar Direct and Salesforce.
Willingness and ability to travel.
Who you are
Operates with a strong sense of ethics and integrity in your interactions with others and decision making.
Takes accountability and ownership in your work with a focus on long-term value creation.
Track record of fostering a culture of honesty, transparency and accountability within teams.
Proven ability to collaborate across teams to deliver optimal solutions for clients.
A passion for innovation, with a continuous improvement mindset to drive excellence.
Respect for individual differences, with an openness to diverse perspectives.
Engagement in community service, volunteering or corporate citizenship initiatives.
Commitment to mentoring and supporting professional growth of others.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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