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Internal Sales, Alternatives RIA Channel

AT Morgan Stanley
Morgan Stanley

Internal Sales, Alternatives RIA Channel

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 RIA's 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. Bachelor's 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 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $100,000 and $125,000 per year at the commencement of employment. 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.

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Job ID: Morgan-549785707431
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)