Executive Director, Wealth Strategies RIA Channel at Eaton Vance in San Francisco, CA

Morgan Stanley Investment Management is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM 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.

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 Registered Investment Advisors (RIAs) and Family Offices for their assigned territory. 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 RIA and Family Office clients.

What you’ll do in the role

Responsible for representation of product distribution at RIAs and Family Offices within the West Region - CA, OR, WA, AK, ID, MT, WY, CO, UT, NV, AZ, and NM.
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.

What you’ll bring to the role

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.
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.

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).

Wage Transparency Statement

California
Expected base pay rates for the role will be between $200,000 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.

Colorado
Salary range for the position: $200,000 -$300,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus Colorado (Statewide) component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 23 November 2024, but may be extended depending on whether a candidate has been selected.

Washington
Salary range for the position: $200,000 - $300,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.