Alternative Investments Senior Sales Director, ED
Core
Lead and coordinate sales efforts for the Morgan Stanley Wealth Management Alternative Investments platform, representing hedge funds, private equity, and other strategies to Private Wealth Advisors and Financial Advisors.
Role type
Senior Individual Contributor (Sales Director)
Builds
Alternative investment products and strategies for private wealth clients
Domain
Wealth Management / Alternative Investments
Deliverable
product features
Required skills
Alternative investments expertise, team management and coaching, sales strategy, relationship building, event planning, cross-functional collaboration
Preferred skills
CFA or CAIA designation, extensive travel availability
Technologies
N/A
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 of External Specialists across the Northeast and Southeast regions; 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 to educate Advisors and their clients on alternative investments; Develop new relationships and strengthen existing ones with Advisors throughout the territory; Plan and lead regional events and roadshows with fund managers; Host Advisor and client seminars and meetings; Collaborate with Product Development, Research, Investor Relations, and Operations on initiatives such as demand assessments and marketing materials.