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Senior Relationship & Platform Manager - Alternatives

AT Morgan Stanley
Morgan Stanley

Senior Relationship & Platform Manager - Alternatives

Develop meaningful professional relationships with key home office contacts within Alternatives to increase MSIM Alternatives visibility, brand awareness and platform placement. Work in close partnership with the national accounts team to maximize opportunities within Alternatives platforms Work with ICapital, +Subscribe, CAIS in partnership with Alternatives Product Team and Strategic Accounts. Build in-depth understanding of the full suite of MSIM Alternative capabilities and align firm resources at covered firms to maximize business opportunity. Collaborate and communicate at a high level with other areas of the organization surrounding the Alternatives business: relationship management, product, investment teams, sales leadership Become a trusted partner to key clients and work with Eaton Vance Strategic Accounts relationship managers to deliver a unified best-in-class client and advisor experience. Create and maintain active SWOT documentation for each key client and establish routines to support each relationship. Collaborate with Retirement and Sub-Advised Channels on opportunities and potential partnerships with insurance companies/ 401K providers/etc. Become a trusted partner internally with operations, to drive third party access to Alternative offerings Regular travel expected for key client support and prospecting activities. Research meetings, conferences, product launches, etc. Minimum of 5-7 years of experience in the investment management industry in similar and/or related roles. Background of 3 years in Alternatives with high understanding of the Alternatives business, competitive landscape, product construct. Self-motivated individual that can work independently or as part of larger team. Excellent analytical, organizational, communication and interpersonal skills. Travel as required by client and/or firm business needs. Ability to accommodate a hybrid office schedule when not traveling for business. Bachelor's degree (MBA, CAIA, CFA, CIMA, CFA a plus) FINRA Series 7, 65/66, 63 licenses required. 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. Expected base pay rates for the role will be between $120,000 and $200,000 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-549785052085
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)