Executive Director, Wealth Strategies Group – Wirehouse & Independent Broker-Dealers

Morgan Stanley

Wealth Strategy Specialist representing advanced investment strategies for HNW Investors in the South Region. Collaborating with Relationship Managers and conducting strategy training for advisors and management.

Posted 7/21/2026full-timeDallas • Alabama, Louisiana, Mississippi, Oklahoma, Texas • 🇺🇸 United StatesLead💰 $125,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in advanced investment strategies for high-net-worth clients, with a strong foundation in financial services and proven leadership abilities. Proficient in communicating complex strategies and collaborating effectively with advisors and relationship managers.

Highest-signal resume keywords

Advanced Investment StrategiesFINRA Series 7FINRA Series 63FINRA Series 66CFP or CAIA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceSales ExperienceStrategy TrainingConsultative SellingInvestment Strategy Communication

Soft Skills

Highly MotivatedSelf-StarterLeadership SkillsIndependent WorkFast-Paced Environment Adaptability

Tools & Technologies

Technology Proficiency

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 66CFPCAIA

Industry Keywords

WirehouseIndependent Broker-DealersHNW ClientsStrategy Specialist Guidelines

About the role

Key responsibilities & impact

Responsible for representation of product distribution at Wirehouse and Independent Broker-Dealers within the South Region
Act in a consultative manner with sophisticated Advisors
Collaborating closely with Relationship Managers and marketing
Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms
Understand and follow the Strategy Specialist guidelines.

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 and familiarity in advanced investment strategies for HNW clients
FINRA Series 7, 63 or 66 required
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 environment
Must be able to demonstrate proficiency in communicating esoteric and complex strategies
Must be comfortable with technology.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Opportunities for professional development
Bonuses
Stock options
Equipment allowances
Wellness programs