Morgan Stanley

Compensation

Full Description

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 Midwest region. 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. What you'll do in the role: • 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. • 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. What you'll bring to the role: • 7+ years of relevant external sales experience within the asset management industry. • Bachelor’s degree or equivalent required. • FINRA Series 7, 79, 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. Salary range for the position: $90,000 - $100,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).