Morgan Stanley
Executive Director & External Wholesaler, Wirehouse Channel – Greater Dallas
Dallas, Texas · On-site · Director · Full-time · Posted Nov 2, 2026
- Experience
- 7+ years of relevant external sales experience within the asset management industry.
- Education
- Bachelor’s degree or equivalent required.
About the job
Drive gross and net sales of Morgan Stanley Investment Management products in the Wirehouse channel by building advisor relationships and delivering consultative product guidance across the territory.
What you'll do
- Develop and execute sales programs and a territory business plan, targeting top-tier financial advisors across Greater Dallas and Oklahoma.
- Build advisor, branch manager, and complex director relationships; provide product, portfolio construction, and asset allocation guidance and training.
- Coordinate with internal partners and complete timely call and expense reports.
What they ask for
- 7+ years of relevant external sales experience in the asset management industry.
- Bachelor’s degree or equivalent; 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 Wirehouse advisor relationships.
- Excellent communication, presentation, and interpersonal skills; advanced computer proficiency, including Morningstar Direct and Salesforce; willingness and ability to travel.
Tools
Morningstar Direct, Salesforce
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