Internal Sales, Alternatives RIA Channel

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 years of history a presence in twenty-four countries and a total of $1.7 trillion in assets under management as of December 31 2024. MSIM 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 Alternatives distribution team seeks an independent self-motivated individual for the Internal Sales Desk to focus on MSIM Alternative Investments business development across the Registered Investment Advisor (RIA) channel.

Responsibilities:

• Partner and support the Alternative Investment Distribution Specialists to drive growth and sales in MSIM alternative investment products within the Registered Investment Advisor Channel and Family Offices.
• Collaborate and partner with colleagues on Eaton Vance RIA Sales Team.
• Develop proficiency in the areas of private equity private credit real assets hedge funds and muti-asset customization capabilities.
• 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 RIAs and relevant contacts within the assigned territory(s).
• Leverage relationships throughout the RIA channel to build awareness and educate Financial Advisors on the MSIM Alternatives platform.
• Work strategically with Registered Investment Advisors to perform demand assessments and determine investor appetite for new products.
• Cultivate relationships with RIAs through high-quality interactions including proactive calls emails and follow-up meetings.
• Take a consultative approach in profiling RIAs in order to understand their business clients and investment challenges to better match MSIM solutions to their needs.
• Managing and utilizing CRM database to track Financial Advisor/client interaction.

Qualifications:

• Bachelors degree
• 3-5 years of experience preferably in an investment management or wealth management/financial advisory setting
• Understanding of the intermediary alternatives 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
• Demonstrated passion for capital markets and alternative investments
• Ability to perform at a high-level within a dynamic environment and entrepreneurial culture with a focus on excellence
• License requirements: Series 7 and 63

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $100000 and $125000 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 Stanleys 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).