External Sales, Independent Channel - New Jersey jobs in United States
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Morgan Stanley · 1 month ago

External Sales, Independent Channel - New Jersey

Morgan Stanley Investment Management (MSIM) is a leading global asset management organization with a robust history and significant assets under management. The role involves representing products in the assigned channel and territory, developing sales programs, and conducting training meetings for intermediaries and clients.

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

Financial services experienceSales experienceFINRA Series 7Technology 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

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

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)
Company data provided by crunchbase