Alternative Investments Service Manager

Morgan Stanley•Purchase, NY

About The Position

Morgan Stanley Wealth Management (“MSWM”) provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust. MSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $290B in assets under management across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry. The Alternative Investments Service Manager Assistant Vice President will be responsible for delivering high touch, white glove service to Financial Advisors and their support staff who are the largest users of Alternative Investments products. Team members will have an extensive understanding of the Alternative Investment space and the Morgan Stanley platform. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators.

Requirements

4-8 years’ experience in Financial Services
Excellent oral and written communication skills
Ability to multi-task in a fast-paced, changing environment.
Bachelor’s degree or equivalent experience required.

Nice To Haves

CAIA designation or Fund Administration experience a plus
Securities licensing (SIE and Series 7 or 99) preferred.

Responsibilities

Single Point of contact and Relationship Manager for our largest users of Alternative Investments Products.
Deliver a high-tough, white glove, level of service to ensure a high level of satisfaction.
Partner closely with internal teams to leverage experience, develop synergies, and provide guidance to strengthen and grow Financial Advisor relationships.
Responsible for distributing timely and accurate notifications within Alterative Investments to Financial Advisors and their teams.