National Account Manager – Alternatives Platforms, Vice President

Morgan Stanley•Boston, MA

3d•Hybrid

About The Position

Morgan Stanley Investment Management (MSIM) is a large global asset management organization with a significant history and presence worldwide. MSIM aims to deliver outstanding long-term investment performance and comprehensive solutions to a diverse global client base. The National Accounts Team focuses on US Intermediary Firms and Home Office Relationships, collaborating with internal stakeholders to manage key relationships and leverage the firm's capabilities. The National Account Manager – Alternatives Platforms will be responsible for expanding and maintaining relationships with existing and emerging Alternatives Platforms and Marketplaces. This role involves understanding client needs, enhancing partnerships, building relationships with key influencers, and managing the Profit & Loss (P&L) and administrative functions related to investment distribution.

Requirements

Minimum of 7-10 years of experience in the investment management industry in similar and/or related roles.
Highly motivated and a self-starter with proven leadership skills.
Proven ability to work independently or part of a larger team, with measurable results in a fast paced, challenging environment.
Must be able to demonstrate proficiency in communicating esoteric and complex strategies.
Ability to drive results, positively influence and leverage relationships.
Excellent analytical, organizational, communication and interpersonal skills.
Travel as required by client and/or firm business needs.
Ability to accommodate a hybrid office schedule when not traveling for business.
Bachelor’s degree required.
Active FINRA Series 7, 65/66, & 63 licenses required.

Nice To Haves

MBA preferred.
Additional investment designations such as CFA, CIMA, or CAIA strongly preferred.

Responsibilities

Develop meaningful professional relationships with key Alternatives Platforms and Alternatives Marketplace contacts and centers of influence, including executive leadership teams, sales management, product/program managers and others to increase Morgan Stanley Investment Management (MSIM), Eaton Vance (EV), and Parametric (PPA) visibility and brand awareness.
Build in-depth understanding of the full suite of MSIM, Parametric, and Eaton Vance Alternative investment capabilities and align firm resources at covered firms to maximize business opportunity.
Coordinate new product launches and firm initiatives at covered firms to ensure that the full capabilities of MSIM, Parametric, and Eaton Vance are being delivered across key business units to include sales, investment teams, middle-office and back-office functions.
Manage contract negotiations, selling agreements, operational set-up, shopping experience, and financial terms between MSIM and EV and covered firms.