Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management 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 Alternative Investments Distribution team is a global team focused on coordinating and driving the following key activities across the MSIM Alternative Investments platform: Investor Coverage, Capital-Raising, Marketing, New Product Development and Market Intelligence. The MSIM Alternative Investments Distribution team is seeking an experienced, independent, self-motivated distribution professional to lead the MSIM Alternatives business development and distribution efforts in the New England region.
Position Summary
- Coordinate all AI sales efforts on behalf of the MSIM Alternative Investments platform for the New England region.
- Partner with our affiliated Eaton Vance long-only wholesaling team to build relationships with advisors in your designated territory and deliver the entirety of the MSIM / Eaton Vance platform
- Act as a true specialist who can explain complex AI strategies and concepts at a granular level to financial advisors across the full spectrum of alternative asset classes including private equity, private credit, private real estate / infrastructure, and hedge funds
- Meet directly with advisors’ clients at the point of sale as needed to close business
- Focus on proactive outreach including regular travel to advisors in your coverage area to educate them on the MSIM AI platform and capabilities
- Coordinate all AI sales efforts on behalf of the MSIM Alternative Investments platform for the New England region with a primary focus on Morgan Stanley Financial Advisors
- Establish and maintain a business plan to identify, target and service the top AI producing FAa in your coverage area
- Host regional events / roadshows to educate advisors on MSIMs alternative investment strategies and funds
- Manage and utilize CRM data base to track interactions / opportunities
- Cross department collaboration with investment teams, product development, marketing and onboarding on new product ideas, demand assessments, marketing materials, etc.
- BS / BA degree
- License requirements: Series 7 and 63
- Ideally 5 – 10 years of alternative investments outside sales experience
- Experience selling into an advisor led channel
- Completion of or progress toward CFA/CAIA is a plus
- Excellent communication and listening skills
- Willingness to engage in regular travel
- Ability to explain complex concepts clearly and succinctly
- Ability to make presentations effectively
- The ideal candidate should be highly motivated, organized and a strategic thinker
- Must be a team player with the ability to work effectively in a collaborative environment as well as independently
Expected base pay rates for the role will be between $175,000 and $300,000 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).