External Sales, Wirehouse Channel

Job not on LinkedIn

November 5

❄️ Minnesota – Remote

Although this job is listed in Minnesota, this company may be open to hiring remote in other states.

💵 $100k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🏙️ Outside Sales

🦅 H1B Visa Sponsor

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Morgan Stanley

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Finance • Fintech • Investment Banking

Morgan Stanley is a leading global financial services firm that provides a wide range of services including wealth management, investment banking, capital markets, sales and trading, research, and investment management. Founded in 1935, the firm leverages its expertise to help individuals, institutions, and governments raise, manage, and distribute capital, while also prioritizing sustainable investing and diversity initiatives. With a strong commitment to delivering exceptional ideas and insights, Morgan Stanley is dedicated to achieving clients' financial goals through innovative solutions and personalized guidance.

10,000+ employees

💸 Finance

💳 Fintech

📋 Description

• Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory • Develop and maintain sales programs with assigned intermediaries • Identify client needs and coordinate efforts to service assigned intermediaries • 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 • Submit call and expense reports in a timely manner • Participate in conference calls.

🎯 Requirements

• Bachelor’s degree or equivalent • Minimum 8-10 years financial services experience • Minimum 2 years of internal/outside wholesaling/sales experience • FINRA Series 7, 79, 63 or 66 required • Strong communication and presentation skills • Must be extremely motivated and have demonstrated sales success • Must be comfortable with technology.

🏖️ Benefits

• Medical • Prescription Drug • Dental • Vision • Health Savings Account • Dependent Day Care Savings Account • Life Insurance • Disability and Other Insurance Plans • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually) • 10 Paid Holidays • 401(k) • Short/Long Term Disability