Base: $110,000 to $185,000 py; bonus/equity: commi...
Active series 7 and 63 or 65 license
Bachelor's degree in business or finance
5+ years financial markets proficiency
The Portfolio Solutions Director is responsible for driving overall MSPS business including CG penetration and advisory development within their territory
Job Summary
The Portfolio Solutions Director is responsible for driving overall MSPS business including CG penetration and advisory development within their territory.
Morgan Stanley offers a superior foundation for building a professional career with a culture that balances personal lifestyles and perspectives.
Expected base pay rates for the role range between $110,000 and $185,000 per year at commencement of employment.
Matching Summary
The Portfolio Solutions Director is responsible for driving overall MSPS business including CG penetration and advisory development within their territory.
Salary
Base: $110,000 to $185,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses; Benefits: Comprehensive employee benefits and perks
Skills & Requirements
Must-have
Active Series 7 and 63 or 65 license
Bachelor's degree in Business or Finance
5+ years financial markets proficiency
Deep understanding of CG products
Strong presentation skills
Nice-to-have
Proven track record driving sales results
Experience with Salesforce platform
Strategic market opportunity identification
Partnership with regional management
Coaching and development of advisors
Key Requirements
Active Series 7, 63, 65, or 66 license
Bachelor's degree required
5+ years experience in sales or marketing
Ability to obtain license within six months if not held