The Company is seeking an Executive Director and External Wholesaler for the Wirehouse Channel. The successful candidate will be responsible for developing and maintaining sales programs with assigned intermediaries, executing a strategic business plan to drive sales, and building long-term relationships with financial advisors, branch managers, and complex directors. This role requires a strategic, relationship-driven sales professional with a proven track record in the asset management industry, particularly within the Wirehouse channel. The Executive Director will act as a subject matter expert on the company's investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs. Additionally, the role involves conducting sales promotion and product training meetings, as well as coordinating with various internal teams to fulfill the business plan for the territory. Applicants must have a minimum of 7 years' of relevant external sales experience, a Bachelor's degree or equivalent, and hold FINRA Series 7, 63, or 66 licenses. Strong knowledge of asset allocation, portfolio construction, capital markets, and alternative investments is essential, as is a proven sales success and established relationships with Wirehouse advisors. The ideal candidate will possess excellent communication, presentation, and interpersonal skills, as well as strong leadership and decision-making abilities. Advanced computer proficiency, including Morningstar Direct and Salesforce, is required, along with a willingness and ability to travel. The role demands a professional who operates with a strong sense of ethics and integrity, takes accountability, and is committed to long-term value creation.

Hiring Company

Morgan Stanley