External Sales, Wirehouse Channel - Minnesota/Wisconsin jobs in United States
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E*TRADE from Morgan Stanley · 2 months ago

External Sales, Wirehouse Channel - Minnesota/Wisconsin

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level, Lead/Staff
money$100K/yr - $100K/yr
date8+ years exp

E*TRADE from Morgan Stanley is a leading global asset management organization with a rich history and a diverse client base. The role is responsible for representing products distributed by Eaton Vance Distributors in the assigned channel and territory, focusing on developing sales programs and servicing intermediaries.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

FINRA Series 7FINRA Series 63Sales experienceFinancial services experienceTechnology proficiencyCommunication skillsPresentation skillsMotivation

Required

Bachelor's degree or equivalent
Minimum 8-10 years financial services experience, with 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

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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Company data provided by crunchbase