Executive Director & External Wholesaler, Wirehouse Channel - PacNW

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.8 trillion in assets under management as of September 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. 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 Pacific Northwest. 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 presentations.

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   in the Pacific Northwest – Washington, Oregon, and Alaska.   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 .

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.

O perate s   with   a strong sense   of ethics and integrit y in your interactions with others and decision making .     Take s   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 m indset 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