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Alternative Investments Sales Associate
Morgan StanleyUnited States🇺🇸United StatesPosted 5 Aug 2026
Quick Overview
Salary
$120k - $135k/yr
Work Type
Hybrid
Level
Mid Senior
Job Description
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM 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.
Job Responsibilities
Partner and support the Alternatives Investment Distribution Specialists on the to drive growth and sales in MSIM alternative investment products within the MS Wealth Management channel.
Collaborate and partner with colleagues on the Eaton Vance sales team, across wirehouse, RIA and other channels.
Develop proficiency in the areas of direct private equity, private credit, real assets, hedge fund and private equity fund of funds, and managed futures.
Build a deep and intimate knowledge of the various investment strategies across the MSIM Alternatives platform.
Establish a business plan to identify and meet with relevant Morgan Stanley Financial Advisors and relevant contacts within the assigned territory(s).
Leverage relationships throughout the Wealth Management business to build awareness and educate Financial Advisors on the MSIM Alternatives platform.
Work alongside Financial Advisors to perform demand assessments and determine investor appetite for new products.
Profile MS financial advisors to expand the network of MSIM alternative investment users.
Managing and utilizing CRM database to track Financial Advisor/client interactions.
Job Qualifications
Bachelors degree
3-5 years of experience preferably in an investment management or wealth management/financial advisory setting
Alternative Investments experience a plus
Understanding of the financial advisory business
Ability to work independently and manage time efficiently and effectively
Need to be enthusiastic, self-motivated and a team player
Ability to handle multiple assignments at once and meet associated deadlines
Outstanding verbal and written communication skills
License requirements: Series 7 and 63
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 beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste about-us/global-offices into your browser.
Expected base pay rates for the role will be between $120,000 and $135,000 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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: people-opportunities/eeo.
Job Responsibilities
Partner and support the Alternatives Investment Distribution Specialists on the to drive growth and sales in MSIM alternative investment products within the MS Wealth Management channel.
Collaborate and partner with colleagues on the Eaton Vance sales team, across wirehouse, RIA and other channels.
Develop proficiency in the areas of direct private equity, private credit, real assets, hedge fund and private equity fund of funds, and managed futures.
Build a deep and intimate knowledge of the various investment strategies across the MSIM Alternatives platform.
Establish a business plan to identify and meet with relevant Morgan Stanley Financial Advisors and relevant contacts within the assigned territory(s).
Leverage relationships throughout the Wealth Management business to build awareness and educate Financial Advisors on the MSIM Alternatives platform.
Work alongside Financial Advisors to perform demand assessments and determine investor appetite for new products.
Profile MS financial advisors to expand the network of MSIM alternative investment users.
Managing and utilizing CRM database to track Financial Advisor/client interactions.
Job Qualifications
Bachelors degree
3-5 years of experience preferably in an investment management or wealth management/financial advisory setting
Alternative Investments experience a plus
Understanding of the financial advisory business
Ability to work independently and manage time efficiently and effectively
Need to be enthusiastic, self-motivated and a team player
Ability to handle multiple assignments at once and meet associated deadlines
Outstanding verbal and written communication skills
License requirements: Series 7 and 63
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 beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste about-us/global-offices into your browser.
Expected base pay rates for the role will be between $120,000 and $135,000 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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: people-opportunities/eeo.
Skills
CRM
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