Executive Director, Alternative Investment Sales Specialist - West Coast

Apply locations San Francisco time type Full time posted on Posted 11 Days Ago time left to apply End Date: February 19, 2025 (4 days left to apply) job requisition id 3264261Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,200 investment professionals around the world and operates in 23 countries. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit

.The MSIM Alternative Investments Distribution Team is focused on coordinating and driving the following key activities across the MSIM Alternative Investments platform: Investor Coverage, Capital-Raising, Marketing, Market Intelligence and Education.The MSIM Alternative Investments Distribution team is seeking an experienced, independent, self-motivated distribution professional to lead the MSIM Alternatives business development and distribution efforts in the West region. Acting as a true specialist, you will be responsible for explaining complex Alternative Investment strategies and concepts at a granular level to financial advisors across the full spectrum of alternative asset classes including private equity, private credit, private real estate / infrastructure, and hedge funds.What you'll do in the role:Coordinate all Alternative Investment sales efforts on behalf of the MSIM Alternative Investments platform for the West region - Northern California, Washington, Oregon, Idaho, Montana, Wyoming, Alaska, and Hawaii.Host regional events / roadshows to educate advisors on MSIM's alternative investment strategies and funds.Engage directly with advisors’ clients at the point of sale as needed to close business.Focus on proactive outreach including regular travel to advisors in your coverage area to educate them on the MSIM Alternative Investment platform and capabilities.Partner with our affiliated Eaton Vance long-only wholesaling team to build relationships with advisors in your designated territory and deliver the entirety of the MSIM / Eaton Vance platform.Establish and maintain a business plan to identify, target and service the top Alternative Investment producing Financial Advisors in your coverage area.Manage and utilize CRM database to track interactions and opportunities.Collaborate cross-department with investment teams, product development, marketing and onboarding on new product ideas, demand assessments, marketing materials, etc.What you'll bring to the role:Bachelor’s degree or equivalent.License requirements: FINRA Series 7 and 63.Minimum of 5 – 10 years of alternative investments outside sales experience.Experience selling into an advisor-led channel.Excellent communication and listening skills.Ability to drive results, positively influence and leverage relationships.Completion of or progress towards investment designations, such as a CFA or CAIA strongly preferred.Willingness to engage in regular travel.Ability to explain complex concepts clearly and succinctly.Ability to make presentations effectively.The ideal candidate should be highly motivated, organized and a strategic thinker.Team player with the ability to work effectively in a collaborative environment, as well as independently.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Wage Transparency Statement:Expected base pay rates for the role will be between $250,000 and $300,000 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.WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action:

morganstanley.com/diversity . 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.We're committed to bringing passion and customer focus to the business.

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