Morgan Stanley
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
External Sales, Independent Channel
Job not on LinkedIn
November 13
Morgan Stanley
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 • 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 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
• Attractive and comprehensive employee benefits and perks • Opportunities for professional development • Employee support at every point along work-life journey
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