Alternative Investments Sales Associate

Key Responsibilities

• Responsible for proactively making outbound calls to MSWM Financial Advisors and Private Wealth Advisors and for fielding 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 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 the department with the product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc.

• Ability to explain complex information clearly and simply
• Ability to make presentations effectively
• The ideal candidate should be highly motivated and organized
• Prior experience working in wealth management or financial services
• 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
• Knowledge of Excel, Word, and PowerPoint programs is 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

Expected base pay rates for the role will be between $57,000 and $115,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: