Alternative Investments Sales Desk Associate

Overview

Serve as a contact on the internal sales desk for an Alternative Investments sales territory within Morgan Stanley Wealth Management, coordinating sales efforts across the MSWM Alternative Investments platform.

What you'll do

• 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 their internal partners covering the territory
• Coordinate the efforts of third-party wholesalers/resources within the territory
• Coordinate regional events and roadshows with fund managers to educate Morgan Stanley Advisors and clients on Alternative Investment strategies and products
• Work across the department with product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc.

What you'll need

• Bachelor's degree
• Two years+ related financial services sales experience
• Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date
• Ability to explain complex information clearly and simply
• Ability to make presentations effectively
• Highly motivated and organized
• Prior experience working in wealth management or financial services
• Sales and marketing experience
• Knowledge of alternative investments
• Team player with the ability to work effectively in a team or independently
• Ability to represent the Firm professionally with internal and external contacts
• Excellent verbal and interpersonal skills

Nice to have

• Knowledge of Excel, Word, and PowerPoint programs
• Salesforce (or alternative CRM) experience

Details

• Location: New York, New York, United States of America