Executive Director & Alternative Investment Sales Specialist - RIAs West

Morgan Stanley • Full-time • California, United States, US • 3w ago

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 24 countries, and a total of $1.5 trillion in assets under management as of March 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. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im .

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 team is seeking an experienced, independent, self-motivated distribution professional to lead the MSIM Alternatives business development and distribution efforts in the West region for Registered Investment Advisors. Acting as a true specialist, you will be responsible for explaining complex Alternative Investment 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.

What You'll Do In The Role

Coordinate all Alternative Investment sales efforts on behalf of the MSIM Alternative Investments platform for the West region.
Host regional events and roadshows to educate RIA’s on MSIMs Alternative Investment strategies and funds.
Engage 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 Alternative Investment platform and capabilities.
Partner with our affiliated Eaton Vance long-only wholesaling team to build relationships with RIAs in your designated territory and deliver the entirety of the MSIM / Eaton Vance platform.
Establish and maintain a business plan to identify, target and service the top Alternative Investment producing RIAs in your coverage area.
Manage and utilize CRM data base to track interactions and opportunities.
Collaborate cross-department with investment teams, product development, marketing and onboarding on new product ideas, demand assessments, marketing materials, etc.

What You'll Bring To The Role

Bachelor’s degree or equivalent
License requirements: FINRA Series 7 and 63
Minimum of 5 – 10 years of alternative investments outside sales experience
Experience selling into Registered Investment Advisors
Completion of or progress towards investment designations, such as a CFA or CAIA strongly preferred.
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
Team player with the ability to work effectively in a collaborative environment, as well as independently.

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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Wage Transparency Statement California: Expected base pay rates for the role will be between $200,000 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.

Wage Transparency Statement New York: Expected base pay rates for the role will be between $200,000 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).