Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 21 countries, with a proven long- term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world- class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
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 regionwith 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
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).