Alternative Investments Sales Desk Associate
Morgan Stanley
New York, NY2 yrs54m agovia LinkedIn
About the Role
The Alternative Investments (AI) Sales Associate will act as a contact on the internal sales desk for their respective sales territory and assist in the coordination of all sales efforts for the MSWM Alternative Investments platform.
Key Responsibilities
- Proactively make outbound calls to MSWM Financial Advisors and Private Wealth Advisors, and field incoming calls on the sales desk.
- Build new and maintain existing relationships with AI users in the territory.
- Work closely with the AI Sales Director and AI Specialist as internal partners 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 Morgan Stanley Advisors and clients on Alternative Investment strategies and products.
- Work across departments with product development, research, investor relations, and operations teams on demand assessments and marketing materials.
Requirements & Tech Stack
- Ability to explain complex information clearly and simply.
- Ability to make presentations effectively.
- Highly motivated and organized.
- 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.
- Excel, Word, and PowerPoint programs are a plus.
- Bachelor's degree required.
- Two years+ related financial services sales experience required.
- Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date.
- Salesforce (or alternative CRM) experience preferred.
- Excellent verbal and interpersonal skills.
- Prior experience working in wealth management or financial services.
Note: The specific product focus includes hedge funds, private equity, private credit, private real estate funds, managed futures, exchange funds, and other Alternative Investment strategies.