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 (Team Lead)
Builds
Alternative investment sales and client education programs
Domain
Wealth Management / Alternative Investments
Deliverable
product features
Required skills
Alternative investments expertise, sales and marketing, team management and coaching, relationship development, event planning and roadshows, cross-functional collaboration
Preferred skills
CFA or CAIA designation progress
Technologies
N/A
Responsibilities
Lead and coordinate 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; Travel extensively to branch offices to educate Advisors and clients; Develop new relationships and strengthen existing ones with Advisors; Coordinate efforts of third-party wholesalers; Plan and lead regional events and roadshows with fund managers; Host Advisor and client seminars and meetings.
Seniority
Senior, hands-on IC with team leadership
