Executive Director, Wealth Strategies Group - Wirehouse & Independent Broker-Dealers, South Region

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 50 years of history, a presence in 26 countries, and a total of $1.9 trillion in assets under management as of March 31, 2026.

MSIM provides broad-based specialization across a range of asset classes in public and private markets. Our independent investment teams leverage Morgan Stanley’s global resources to serve a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternatives, high-conviction active strategies, customization strategies, ESG expertise and tax management solutions. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im

The Wealth Strategies Group is the sales distribution function for advanced strategies for High-Net-Worth (HNW) Investors within Eaton Vance as part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. This group of Specialists focus on the HNW tax suite of solutions including but not limited to; Customized SMA’s in Equity and Fixed income, the Exchange fund, derivatives, and charitable solutions.

The Wealth Strategy Specialist is responsible for representation of product distribution within the Wirehouse and Independent Broker-Dealer channels in the South Region. Collaborating closely with Relationship Managers, Regional Rep Counterparts, marketing, and additional internal resources, the Wealth Strategy Specialist owns client experience for WSG related products within their territory, ensuring the highest level of service and client satisfaction. Act in a consultative manner with sophisticated Advisors in implementing advanced strategies, increasing AUM of major Wirehouse and Independent Broker-Dealer clients.

Responsibilities

Responsible for representation of product distribution at Wirehouse and Independent Broker-Dealers within the South Region – TX, OK, AK, LA, MS and AL.

Product Subject Matter Expert across customized portfolios, tax management and specialized strategies. Products include but not limited to: Parametric Equity and Income SMA’s, Derivatives, EV Exchange Funds, EV Charitable solutions.

Identify client needs and coordinate efforts to service assigned advisors.

Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.

Exhibit proficiency in meeting with advisors and their largest clients.

Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms.

Work in conjunction with an Internal Specialist to fulfill the business plan for the territory.

Understand and follow the Strategy Specialist guidelines.

Requirements

Bachelor’s degree or equivalent.

Minimum 10 years financial services experience, with 5 years of sales experience preferred.

Strong technical background and familiarity in advanced investment strategies for HNW clients.

FINRA Series 7, 63 or 66 required

Additional investment designations such as CFP and CAIA strongly preferred.

Highly motivated and a self-starter with proven leadership skills.

Proven ability to work independently with measurable results in a fast paced, challenging environment.

Must be able to demonstrate proficiency in communicating esoteric and complex strategies.

Ability to drive results, positively influence and leverage relationships.

Must be able, when requested, to work collaboratively with other EV wholesalers or specialists.

Must be able to handle consistently active rotation and frequent travel schedule.

Strong communication and presentation skills.

Must be extremely motivated and have demonstrated sales success and job performance.

Must be comfortable with technology.

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.

Expected base pay rates for the role will be between $125,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.