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
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
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Recent News
South China Morning Post
2026-01-25
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