# Executive Director & External Wholesaler, Wirehouse Channel – Greater Dallas at Morgan Stanley

Morgan Stanley is hiring an Executive Director & External Wholesaler, Wirehouse Channel – Greater Dallas. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/acc50206-f615-4629-ae71-14a5286d2229).

AI Level 1, AI centrality 32 out of 100. Dallas TX 5960.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 32 out of 100)
- Location: Dallas TX 5960
- Posted: October 9, 2026
- Apply: https://jobsbylevel.com/go/acc50206-f615-4629-ae71-14a5286d2229

## Description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 50 years of history, a presence in 26 countries, and a total of $1.9 trillion in assets under management as of March 31, 2026. MSIM provides broad-based specialization across a range of asset classes in public and private markets. Our independent investment teams leverage Morgan Stanley’s global resources to serve a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternatives, high-conviction active strategies, customization strategies, ESG expertise and tax management solutions. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im The Eaton Vance Distribution Team provides a unique opportunity to represent MSIM in tax, direct indexing, alternatives, education, and leadership in concentrated wealth. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products, including Mutual Funds, ETFs, SMAs, and Alternative Investments within the Wirehouse channel across the greater Houston area. The ideal candidate is a strategic, relationship-driven sales professional with a proven track record of increasing AUM for the firm, maintaining high-level relationships with Financial Advisors, and delivering top-tier consultative sales presentatio. Responsibilities Develop and maintain sales programs with assigned intermediaries. Execute a strategic business plan to drive gross and net sales, targeting Top-Tier Financial Advisors within Wirehouse branch offices. Identify client needs and coordinate efforts to service assigned intermediaries. Build and maintain long-term relationships with Financial Advisors, Branch Managers, and Complex Directors to increase firm footprint and market share. Act as a subject matter expert on the company’s investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs. 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. Coordinate with all firm COI’s, PM/IPMS, the Wealth Strategy Group, MSIM Alternatives and the Advisor Institute. Complete administrative tasks, i.e. submitting call and expense reports in a timely manner. Requirements 7+ years of relevant external sales experience within the asset management industry. Bachelor’s degree or equivalent required. FINRA Series 7, 63 or 66 licenses required. Strong knowledge of asset allocation, portfolio construction, capital markets, and alternative investments. Proven sales success and established relationships with Wirehouse advisors. Excellent communication, presentation, and interpersonal skills. Strong leadership and decision-making skills. Advanced computer proficiency, including Morningstar Direct and Salesforce. Willingness and ability to travel. Who you are Operates with a strong sense of ethics and integrity in your interactions with others and decision making. Takes accountability and ownership in your work with a focus on long-term value creation. Track record of fostering a culture of honesty, transparency and accountability within teams. Proven ability to collaborate across teams to deliver optimal solutions for clients. A passion for innovation, with a continuous improvement mindset to drive excellence. Respect for individual differences, with an openness to diverse perspectives. Engagement in community service, volunteering or corporate citizenship initiatives. Commitment to mentoring and supporting professional growth of others. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise,

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/executive-director-external-wholesaler-wirehouse-channel-greater-dallas-at-morgan-stanley-7b8f4b

Source: https://jobsbylevel.com/jobs/executive-director-external-wholesaler-wirehouse-channel-greater-dallas-at-morgan-stanley-7b8f4b

## Cite this page

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