Executive Director, Wealth Strategy Specialist

Morgan Stanley

Wealth Strategy Specialist representing product distribution within Registered Investment Advisors and Family Offices in the Southeast Region at Morgan Stanley Investment Management. Collaborating with internal teams to ensure client satisfaction and service excellence.

Posted 4/30/2026full-timeRemote • Montana, Texas • 🇺🇸 United StatesLead💰 $200,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for representation of product distribution at RIAs and Family Offices within the Southeast Region
Product Subject Matter Expert across customized portfolios, tax management and specialized strategies
Identify client needs and coordinate efforts to service assigned advisors
Provide technical and sales support and partner with Eaton Vance wholesalers
Conduct strategy training meetings at branch and regional level

Requirements

What you’ll need

Bachelor’s degree or equivalent
Minimum 10 years financial services experience
5 years of sales experience preferred
Strong technical background in advanced investment strategies
FINRA Series 7, 63 or 66 required
Additional investment designations such as CFP and CAIA strongly preferred
Strong communication and presentation skills
Ability to drive results and positively influence relationships
Must be able to handle active rotation and frequent travel schedule

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Opportunities for professional development
Discretionary bonuses

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

advanced investment strategiesproduct distributiontax managementcustomized portfoliossales support

Soft Skills

communication skillspresentation skillsrelationship managementresults-driveninfluence

Certifications

FINRA Series 7FINRA Series 63FINRA Series 66CFPCAIA