Regional Sales Representative RIA Sales Channel - Military veterans preferred

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management 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.Basic PurposeIndividual will be responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.Primary ResponsibilitiesIdentify client needs and coordinate efforts to service RIA, family office & multi-family offices in a geographic territoryStrengthen the organizations relationship and cultivate new business prospects by participating in industry events and conferencesPromote investment strategies through frequent meetings and discussions covering investment philosophy, process, and performanceAct as a liaison to the investment management groups ensuring active support of the sales and marketing processWork in conjunction with an Internal Consultant to fulfill the business plan for the territorySubmit expense reports in a timely mannerBachelors degree or equivalentMinimum of four years financial services experienceDemonstrated sales success and strong job performanceStrong communication skills as well as the ability to work well with a variety of people at all levels of the organizationFINRA Series 7, 79, 63, 65 or 66 licenses requiredCFA, CFP Designations preferredMust be comfortable with technologyMust be comfortable representing complex solutionsMust be extremely motivated and have demonstrated sales successTeam PlayerExpected base pay rates for the role will be between $90,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.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).Posting DateMar 12, 2024Primary LocationAmericas-United States of America-California-Los AngelesJobAsset/Investment ManagementEmployment TypeFull TimeJob LevelExecutive Director#J-18808-Ljbffr

by Jobble