Morgan Stanley is a leading global financial services firm offering a broad range of investment banking, securities, investment management, and wealth management services. As a market leader, we recognize that the talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley offers a superior foundation for building a professional career-a place to learn, achieve, and grow. A philosophy that respects individual lifestyles, perspectives, and needs is an important part of our culture.
The Alternative Investments (AI) Sales Team sits within Wealth Management and represents the firm's full Alternative Investments platform, which oversees more than $330 billion in assets across both third-party and proprietary asset managers. Working in partnership with the Alternative Investments Sales Desk, the AI Regional Senior Sales Director is responsible for marketing to and educating Private Wealth Advisors and Financial Advisors. As an expert and trusted resource within the Wealth Management business, the Regional Senior Sales Director will represent hedge funds, private equity, private real estate, private credit, and other alternative investment strategies across a designated sales territory. In addition to covering their own territory, the Regional Senior Sales Director will lead, manage, and mentor a team of External Specialists, driving regional sales results and team development.
Key Responsibilities:- Lead and coordinate all sales efforts for the MSWM Alternative Investments platform across the New York Metro region
- Manage, lead, and mentor a team External Specialists across the Northeast and Southeast regions, setting clear goals, priorities, and territory coverage plans
- Coach team members through joint field travel, presentation feedback, and ongoing professional development
- Monitor team performance and sales activity, holding the team accountable for regional results
- Travel extensively to branch offices throughout the New York Metro region to educate Advisors and their clients on the risks and benefits of alternative investments
- Develop new relationships and strengthen existing ones with Advisors throughout the territory
- Coordinate the efforts of third-party wholesalers and other resources within the territory
- Plan and lead regional events and roadshows with fund managers to educate Morgan Stanley Advisors and clients on alternative investment strategies and products
- Host Advisor and client seminars and meetings
- Collaborate across the department with Product Development, Research, Investor Relations, and Operations on initiatives such as demand assessments and marketing materials
Qualifications and Skills:- 5-10 years of experience in alternative investments, with strong knowledge of the asset class
- Prior experience in wealth management or financial services, including sales and marketing
- Proven experience managing, coaching, and developing a sales team
- Bachelor's degree (BS/BA) required
- Active Series 7 and 66 (or 63 and 65) licenses required upon hire or within 120 days of the hire date
- Completion of, or progress toward, the CFA or CAIA designation is a plus but not required
- Excellent communication and listening skills, with the ability to explain complex information clearly and simply
- Strong, effective presentation skills
- Highly motivated and well organized
- Collaborative team player who can also work effectively independently
- Ability to represent the firm professionally with internal and external contacts
- Willingness to travel extensively
WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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.
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 $150,000 and $250,000 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 : https://www.morganstanley.com/people-opportunities/eeo .
