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Regional Wealth Strategy Director – South
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-23
Listing for:
15 MS Investment Mgmt., Inc.
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley seeks a Wealth Strategy Specialist – South Region to represent product distribution across South Region broker channels. You will serve as a subject matter expert for customized portfolios, tax management, and specialized strategies, interfacing with advisors and clients.
The role requires a bachelor's degree, 10+ years in financial services (5+ in sales), and FINRA licenses. Travel with a strong communication and leadership profile is expected, with a comprehensive compensation
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