Alternative Investments Sales Desk Associate

Morgan Stanley • New York, NY

13h

About The Position

The Alternative Investments Sales Desk Associate is part of Morgan Stanley Wealth Management’s 35-member Alternative Investments Sales Team within the Field and Client Business Development Group. The role serves as an expert and trusted resource on the internal sales desk for an assigned sales territory, supporting Financial Advisors and coordinating sales efforts for the Morgan Stanley Wealth Management Alternative Investments platform. The platform includes hedge funds, private equity, private credit, private real estate funds, managed futures, exchange funds, and other alternative investment strategies, and has approximately $285 billion in assets.

The Associate partners with the territory’s AI Sales Director and AI Specialist, builds and maintains relationships with alternative investment users, and coordinates resources and events to educate advisors and clients. The role also works across product development, research, investor relations, and operations on demand assessments, marketing materials, and related needs.

Requirements

• Bachelor’s degree required.
• At least two years of related financial services sales experience required.
• Active Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses, required upon hire or within 120 days of the hire date.
• Ability to explain complex information clearly and simply.
• Ability to make presentations effectively.
• Highly motivated and organized.
• Prior experience working in wealth management or financial services.
• Sales and marketing experience.
• Knowledge of alternative investments.
• Ability to work effectively as part of a team or independently.
• Ability to represent the Firm professionally with internal and external contacts.
• Excellent verbal and interpersonal skills.

Nice To Haves

• Knowledge of Excel, Word, and PowerPoint.
• Salesforce or alternative CRM experience.

Responsibilities

• Make proactive outbound calls to Morgan Stanley Wealth Management Financial Advisors and Private Wealth Advisors, and field incoming calls on the sales desk.
• Build new relationships with alternative investment users in the assigned territory and maintain existing relationships.
• Work closely with the AI Sales Director and AI Specialist as internal partners covering the territory.
• Coordinate third-party wholesalers and other resources within the territory.
• Coordinate regional events and roadshows with fund managers to educate Morgan Stanley advisors and clients about alternative investment strategies and products.
• Work with product development, research, investor relations, and operations on demand assessments, marketing materials, and related matters.

Benefits

• Comprehensive employee benefits and perks.
• Compensation may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.
• Morgan Stanley-sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level