Executive Director & External Wholesaler, Wirehouse Channel - PacNW
Morgan Stanley · Posted Nov 9, 2026
- Seattle, Washington, United States
- Full-time · Executive
- 7+ years
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.
Responsibilities
- 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
- 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
Requirements
- Bachelor’s degree or equivalent