Alternative Investments Senior Sales Director, ED

Morgan Stanley • New York, NY

1d • $150,000 - $250,000

About The Position

The Alternative Investments Senior Sales Director is part of Morgan Stanley Wealth Management’s Alternative Investments Sales Team, which represents a platform overseeing more than $330 billion in assets across third-party and proprietary asset managers. The role markets and explains the firm’s Alternative Investments platform to Private Wealth Advisors and Financial Advisors, serving as an expert resource on hedge funds, private equity, private real estate, private credit, and other alternative investment strategies across an assigned territory.

In addition to covering the New York Metro territory, the Senior Sales Director leads, manages, and mentors External Specialists across the Northeast and Southeast regions. The position is responsible for regional sales results, Advisor education and relationship development, territory coordination, regional events, and collaboration with teams across the department.

Requirements

• 5–10 years of experience in alternative investments, with strong knowledge of the asset class.
• Prior experience in wealth management or financial services, including sales and marketing.
• Proven experience managing, coaching, and developing a sales team.
• Bachelor’s degree (BS/BA) required.
• Active Series 7 and 66 licenses, or Series 63 and 65 licenses, required upon hire or within 120 days of the hire date.
• Excellent communication and listening skills, including the ability to explain complex information clearly and simply.
• Strong, effective presentation skills.
• Highly motivated and well organized.
• Collaborative team player who can also work effectively independently.
• Ability to represent the firm professionally with internal and external contacts.
• Willingness to travel extensively.

Nice To Haves

• Completion of, or progress toward, the CFA or CAIA designation.

Responsibilities

• Lead and coordinate all sales efforts for the Morgan Stanley Wealth Management Alternative Investments platform across the New York Metro region.
• Manage, lead, and mentor External Specialists across the Northeast and Southeast regions, setting goals, priorities, and territory coverage plans.
• Coach team members through joint field travel, presentation feedback, and ongoing professional development.
• Monitor team performance and sales activity, and hold the team accountable for regional results.
• Travel extensively to branch offices throughout the New York Metro region to educate Advisors and their clients about the risks and benefits of alternative investments.
• Develop new relationships and strengthen existing relationships with Advisors throughout the territory.
• Coordinate the efforts of third-party wholesalers and other resources within the territory.
• Plan and lead regional events and roadshows with fund managers to educate Morgan Stanley Advisors and clients on alternative investment strategies and products.
• Host Advisor and client seminars and meetings.
• Collaborate with Product Development, Research, Investor Relations, and Operations on initiatives such as demand assessments and marketing materials.

Benefits

• Morgan Stanley-sponsored benefit programs and employee perks; specific offerings are not detailed in the posting.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be part of total compensation, depending on the position.

What This Job Offers

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