Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The MSIM Alternatives distribution team seeks an independent, self-motivated individual for the Internal Sales Desk to focus on MSIM Alternatives business development and distribution efforts across Morgan Stanley Wealth Management.
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Job Responsibilities
- Partner and support the Alternatives Investment Distribution Specialists on the to drive growth and sales in MSIM alternative investment products within the MS Wealth Management channel.
- Collaborate and partner with colleagues on the Eaton Vance sales team, across wirehouse, RIA and other channels.
- Develop proficiency in the areas of direct private equity, private credit, real assets, hedge fund and private equity fund defunds, and managed futures.
- Build a deep and intimate knowledge of the various investment strategies across the MSIM Alternatives platform.
- Establish a business plan to identify and meet with relevant Morgan Stanley Financial Advisors and relevant contacts within the assigned territory(s).
- Leverage relationships throughout the Wealth Management business to build awareness and educate Financial Advisors on the MSIM Alternatives platform.
- Work alongside Financial Advisors to perform demand assessments and determine investor appetite for new products.
- Profile MS financial advisors to expand the network of MSIM alternative investment users.
- Managing and utilizing CRM database to track Financial Advisor/client interactions.
Job Qualifications
- Bachelors degree
- 3-5 years of experience preferably in an investment management or wealth management/financial advisory setting
- Alternative Investments experience a plus
- Understanding of the financial advisory business
- Ability to work independently and manage time efficiently and effectively
- Need to be enthusiastic, self-motivated and a team player
- Ability to handle multiple assignments at once and meet associated deadlines
- Outstanding verbal and written communication skills
- License requirements: Series 7 and 63
- Spanish and/or Mandarin proficiency is preferable but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $115,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).