Vice President

• Negotiate, review, and draft master agreements using English and New York law
• Support Commodities desks with negotiations of physical and financial master agreements and ancillary documents
• Review and negotiate ISDA schedules, ISDA annexes, NAESBs, EEIs, credit support annexes, bespoke physical master agreements, guaranties, and ancillary documents
• Liaise with Credit, Risk, Legal, Sales, Operations, Tax, and other internal groups
• Ensure appropriate terms are included in agreements to protect Morgan Stanley in line with policies, procedures, and regulations
• Converse with clients regarding Morgan Stanley’s position in master agreements
• Keep work-in-progress records up to date
• Stay informed of business and regulatory developments affecting business operations
• Execute master agreements effectively and efficiently

Commodities document negotiator supporting Morgan Stanley’s fixed-income trading agreements

Commodities Document Negotiator – Fixed Income Division – Associate/Vice President

Commodities document negotiator supporting Morgan Stanley’s fixed-income trading agreements. Negotiating ISDA, physical master agreements, and related documents with clients and internal risk, legal, and business teams.

• Drive growth of annuity sales in the assigned RIA region
• Develop and manage relationships with existing clients
• Penetrate all potential clients within existing clients
• Assess clients' needs to promote new products
• Educate and train clients on annuity products
• Develop new RIA relationships
• Manage the territory
• Follow up on Internal Sales Desk leads
• Maintain sales goals
• Identify, create, and implement annuity sales opportunities
• Communicate ongoing with the Head of RIA Sales
• Travel within the sales territory up to 40% as needed
• Work remotely with periodic office visits based on business needs

Regional Vice President driving RIA annuity sales for Equitable’s retirement business

Regional Vice President, RIA Annuities

Regional Vice President driving RIA annuity sales for Equitable’s retirement business.
Managing advisor relationships, territory growth, client education, and Northeast sales opportunities with remote work and travel.

• Leads the execution of the Business Plan that allows for the attainment of assigned targets and objectives
• Responsible for leading a team that penetrates all levels of the DSD network to include brand managers, sales leaders and distributor ownership
• Develops and maintains solid business relationships with the good2grow account teams and the Vice President of National Accounts in both the immediate consumption and large format channels
• Responsible for the development, implementation & maintenance of the Annual Distributor Business Planning & Fiscal Budgeting and memorializing both with assigned distributors (Green Letter)
• Manages a region level P&L, SG&A budgeting, and delivers agreed upon volume and market share objectives for good2grow
• Leads the regional sales team in conducting monthly and quarterly joint business alignment meetings and reviews the progress of mutually agreed upon objectives, KPIs, and scorecards with distributors
• Owns the process of accurate and timely sales forecasting for assigned region and customers
• Leads the implementation with his or her team of distributor training, sales meeting presentations, and participates in senior level top to top meetings
• Maintains relationships at the most senior levels of key distributors and customers within the assigned region
• Develops larger chains, local chains, and the independent market
• Drives the regional teams usage of VIP Karma and Microsoft Viva Engage apps to track, audit, follow up, and execute store visits
• Owns relationships at the most senior level of assigned distributor organizations to help drive and communicate to key influencers within the distributor organization on major opportunities at the retail level
• Completes all administrative duties required during office days in a timely manner

Divisional Vice President leading multi-level sales team at good2grow

Divisional Vice President

Divisional Vice President leading a large sales team through distributor networks to enhance good2grow's market presence and growth. Overseeing significant retail sales goals within a designated region.

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Commodities Document Negotiator – Fixed Income Division – Associate/Vice President

Regional Vice President, RIA Annuities

Divisional Vice President