Alternative Investments Senior Sales Director, ED

Morgan Stanley • New York, NY

4d

About The Position

The Alternative Investments (AI) Sales Team within Morgan Stanley Wealth Management represents the firm’s Alternative Investments platform, which oversees more than $330 billion in assets across third-party and proprietary asset managers. The Regional Senior Sales Director markets and educates Private Wealth Advisors and Financial Advisors on alternative investments, serving as an expert resource across a designated sales territory. The role covers hedge funds, private equity, private real estate, private credit, and other alternative investment strategies.

Alongside covering their own territory, the Regional Senior Sales Director leads, manages, and mentors a team of External Specialists, driving regional sales results and team development. The position is responsible for coordinating regional platform sales efforts, educating advisors and clients, developing advisor relationships, and collaborating with internal teams and external resources.

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).
• 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 and 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 sales efforts for the Morgan Stanley Wealth Management Alternative Investments platform across the New York Metro region.
• Manage, lead, and mentor a team of 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 New York Metro branch offices 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 territory resources.
• Plan and lead regional events and roadshows with fund managers to educate Morgan Stanley advisors and clients about 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

• Comprehensive employee benefits and perks.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation, depending on the position.
• Opportunity to move about the business.

What This Job Offers

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