Morgan Stanley
Regional Sales Representative - RIA Sales Channel
Morgan Stanley, Los Angeles, California, United States, 90079
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management 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.
Basic Purpose:Individual will be responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.
Primary Responsibilities:Identify client needs and coordinate efforts to service RIA, family office & multi-family offices in a geographic territory.Strengthen the organization's relationship and cultivate new business prospects by participating in industry events and conferences.Promote investment strategies through frequent meetings and discussions covering investment philosophy, process, and performance.Act as a liaison to the investment management groups ensuring active support of the sales and marketing process.Work in conjunction with an Internal Consultant to fulfill the business plan for the territory.Submit expense reports in a timely manner.Minimum Requirements:Bachelor's degree or equivalent.Minimum of four years financial services experience.Demonstrated sales success and strong job performance.Strong communication skills as well as the ability to work well with a variety of people at all levels of the organization.FINRA Series 7, 79, 63, 65 or 66 licenses required.CFA, CFP Designations preferred.Must be comfortable with technology.Must be comfortable representing complex solutions.Must be extremely motivated and have demonstrated sales success.Team Player.
Expected base pay rates for the role will be between $90,000 and $115,000 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.
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).
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Basic Purpose:Individual will be responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.
Primary Responsibilities:Identify client needs and coordinate efforts to service RIA, family office & multi-family offices in a geographic territory.Strengthen the organization's relationship and cultivate new business prospects by participating in industry events and conferences.Promote investment strategies through frequent meetings and discussions covering investment philosophy, process, and performance.Act as a liaison to the investment management groups ensuring active support of the sales and marketing process.Work in conjunction with an Internal Consultant to fulfill the business plan for the territory.Submit expense reports in a timely manner.Minimum Requirements:Bachelor's degree or equivalent.Minimum of four years financial services experience.Demonstrated sales success and strong job performance.Strong communication skills as well as the ability to work well with a variety of people at all levels of the organization.FINRA Series 7, 79, 63, 65 or 66 licenses required.CFA, CFP Designations preferred.Must be comfortable with technology.Must be comfortable representing complex solutions.Must be extremely motivated and have demonstrated sales success.Team Player.
Expected base pay rates for the role will be between $90,000 and $115,000 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.
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).
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