External Sales, Wirehouse Channel - Minnesota/Wisconsin jobs in United States
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Morgan Stanley · 1 month ago

External Sales, Wirehouse Channel - Minnesota/Wisconsin

positionWauwatosa, WI
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$100K/yr - $100K/yr
date8+ years exp

Morgan Stanley Investment Management (MSIM) is a leading global asset management organization. The External Sales role involves developing and maintaining sales programs with assigned intermediaries and conducting sales promotion and product training meetings.

Asset ManagementFinanceFinancial ServicesLending

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 experienceCommunication skillsPresentation skillsMotivatedTechnology proficiency

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

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)

Recent News

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Company data provided by crunchbase