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…