Alternative Investment Sales Specialist

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 17 Oct 18

Alternative Investment Sales Specialist

Morgan Stanley Wealth Management 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.

The Alternative Investments Group is responsible for sourcing, manufacturing, developing, managing and marketing alternative investment products/investments, such as:
• Hedge Funds
• Funds of Hedge Funds
• Managed Futures
• Private Equity
• Real Estate Funds
• Exchange Funds

The Alternative Investments Group is responsible for approximately $50 billion of assets. The primary users/investors include wealth management clients and their Advisors.

Position Summary

· Assist in the coordination of all sales efforts for the MSWM Alternative Investments platform -including hedge funds, private equity, private real estate funds, managed futures, exchange funds and other alternative investment strategies
· Act as the senior contact on the internal sales desk for the respective sales territory with respect to products on the platform and the AI asset class
· Responsible for fielding incoming calls on the sales desk/proactively making outbound calls to MSWM Financial Advisors and Private Wealth Advisors
· Build new and maintain existing relationships with AI users in the territory
· Work closely with the External Sales Director as their internal partner covering their territory
· Coordinate the efforts of third party wholesalers/resources within the respective territory
· Coordinate regional events and roadshows with fund managers to educate MS advisors and clients on alternative investment strategies and products
· Work across the department with the product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc.
Experience

· 3-5 years of alternative investments experience
· BS / BA degree required
· Completion of Series 7 and 63
· Completion of or progress toward CFA/CAIA is a plus but not required

Qualifications:

Skills/Abilities

· Excellent communication and listening skills
· Ability to explain complex information clearly and simply
· Ability to make presentations effectively
· The ideal candidate should be highly motivated and organized
· Prior experience working in wealth management or financial services
· Sales and marketing experience
· Knowledge of alternative investments
· Must be a team player with the ability to work effectively in a team or independently
· Ability to represent the firm professionally with internal and external contacts
· Knowledge of Excel, Word, and PowerPoint programs is a plus