Morgan Stanley

Alternative Investments Sales Associate

Morgan Stanley$120K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 3-5 years of experience in investment management or wealth management/financial advisory.
  • Experience in alternative investments is a plus.
  • Solid understanding of the financial advisory business.
  • Proven ability to work independently and manage time efficiently.
  • Enthusiastic, self-motivated team player.
  • Strong verbal and written communication skills.
  • Possession of Series 7 and 63 licenses.

Responsibilities

  • Partner with Alternatives Investment Distribution Specialists to drive growth in MSIM alternative investment products.
  • Collaborate with Eaton Vance sales team across various channels.
  • Develop expertise in private equity, private credit, real assets, hedge funds, and managed futures.
  • Gain a deep understanding of the MSIM Alternatives investment strategies.
  • Create a business plan to engage with Morgan Stanley Financial Advisors in assigned territories.
  • Utilize relationships to increase awareness and educate Financial Advisors about MSIM Alternatives.
  • Work with Financial Advisors to assess demand and investor interest in new products.
  • Manage CRM database to track interactions with Financial Advisors and clients.

Benefits

  • Comprehensive benefits package including various health options.
  • Access to Morgan Stanley sponsored retirement plans.
  • Professional development opportunities and support for continuing education.
  • Incentive compensation and discretionary bonuses.
  • Flexible work environment and work-life balance initiatives.
Full Job Description
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 of funds, 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


Expected base pay rates for the role will be between $120,000 and $135,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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