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

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. Represent product distribution at Wirehouse and Independent Broker-Dealers within the South Region (TX, OK, AK, LA, MS and AL) .

Posted 9/18/2026full-timeDallas • Texas • United StatesLead💰 $125,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advanced investment strategies and product distribution for high-net-worth clients, with a strong focus on client experience and collaboration with financial advisors. Proven ability to drive results and lead teams in a fast-paced financial services environment.

Highest-signal resume keywords

FINRA Series 7FINRA Series 63FINRA Series 66CFPCAIA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceSales ExperienceAdvanced Investment StrategiesClient Needs AssessmentTechnical SupportPortfolio ManagementWealth Strategies Group ProductsAUM GrowthStrategy TrainingClient Experience Management

Soft Skills

Leadership SkillsCommunication SkillsCollaborationMentoringIntegrity

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 66CFPCAIA

Industry Keywords

WirehouseIndependent Broker-DealersParametric EquityIncome SMAsDerivativesEaton Vance Exchange FundsCharitable SolutionsHNW ClientsClient ExperienceSales Success

About the role

Key responsibilities & impact

Represent product distribution at Wirehouse and Independent Broker-Dealers within the South Region (TX, OK, AK, LA, MS and AL)
Serve as product subject matter expert across customized portfolios, tax management and specialized strategies
Support products including Parametric Equity and Income SMAs, derivatives, Eaton Vance Exchange Funds and charitable solutions
Identify client needs and coordinate service efforts for assigned advisors
Provide technical and sales support and partner with Eaton Vance wholesalers within the territory
Meet with advisors and their largest clients
Conduct strategy training meetings at branch and regional levels for advisors and partner-firm regional management
Work with an Internal Specialist to fulfill the territory business plan
Consult with sophisticated advisors on advanced strategies
Increase AUM of major Wirehouse and Independent Broker-Dealer clients
Own the client experience for Wealth Strategies Group products within the territory
Follow 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 with advanced investment strategies for HNW clients
FINRA Series 7, 63 or 66 required
CFP and CAIA strongly preferred
Proven leadership skills
Ability to work independently with measurable results in a fast-paced, challenging environment
Proficiency communicating esoteric and complex strategies
Ability to drive results, positively influence and leverage relationships
Ability to collaborate with other EV wholesalers or specialists
Ability to handle an active rotation and frequent travel schedule
Strong communication and presentation skills
Demonstrated sales success and job performance
Comfort with technology
Strong ethics and integrity
Ability to foster honesty, transparency and accountability within teams
Ability to collaborate across teams
Openness to diverse perspectives
Commitment to mentoring and supporting professional growth of others

Benefits

Comp & perks

Comprehensive employee benefits and perks
Morgan Stanley-sponsored benefit programs
Opportunity for internal mobility across the business
Support for employees and their families throughout the work-life journey
Diversity and inclusion commitment
Community service, volunteering and corporate citizenship initiatives
Mentoring and professional growth support