E*TRADE from Morgan Stanley · 2 months ago
External Sales, Independent Channel - New Jersey
United States
Full-time
Remote
Senior Level, Lead/Staff
$100K/yr - $100K/yr
8+ years expMorgan Stanley Investment Management is one of the largest global asset management organizations, providing a comprehensive suite of investment management solutions. The role involves developing and maintaining sales programs with intermediaries, identifying client needs, and conducting sales promotions and training meetings.
BankingFinanceFinancial Services
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
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase