Alternative Investments Sales Desk Specialist

Morgan Stanley; New York (NY); Presencial; USD 70.000 - 115.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking an AI Sales Associate within Wealth Management to act as a liaison on the internal sales desk for the Alternative Investments platform. The role focuses on outbound calls, relationship development with AI users, and coordinating with senior teammates to drive territory success.

Responsibilities include coordinating events, working with product and research teams, and supporting marketing and materials creation for internal and external stakeholders.

Formación

• Bachelor's degree required
• Two years+ related financial services sales experience required
• Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date
• Sales and marketing experience preferred
• Knowledge of Excel, Word, and PowerPoint is a plus

Responsabilidades

• Proactively make outbound calls to MSWM Financial Advisors and Private Wealth Advisors
• Build and maintain relationships with AI users in the territory
• Coordinate with AI Sales Director and AI Specialist
• Coordinate third-party wholesalers/resources within territory
• Organize regional events and roadshows with fund managers to educate advisors and clients
• Collaborate with product development, research, investor relations, and operations on demand assessments and materials

Conocimientos

Presentation skills

Motivated and organized

Wealth management experience

Sales and marketing experience

Knowledge of alternative investments

Team player

Excel/PowerPoint

CRM experience

Verbal interpersonal skills

Educación

Bachelor's degree

Herramientas

Salesforce

CRM system

Descripción del empleo

Morgan Stanley is seeking an AI Sales Associate within Wealth Management to act as a liaison on the internal sales desk for the Alternative Investments platform. The role focuses on outbound calls, relationship development with AI users, and coordinating with senior teammates to drive territory success.

Responsibilities include coordinating events, working with product and research teams, and supporting marketing and materials creation for internal and external stakeholders.