Executive Director & Alternative Investment Sales Specialist - RIAs Midwest

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.6 trillion in assets under management as of March 31, 2025. 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. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.

The MSIM Alternative Investments Distribution team is a global team focused on coordinating and driving the following key activities across the MSIM Alternative Investments platform: Investor Coverage, Capital-Raising, Marketing, New Product Development and Market Intelligence

The team is seeking an experienced, independent, self-motivated distribution professional to lead the MSIM Alternatives business development and distribution efforts in the Midwest region for Registered Investment Advisors.  Acting as a true specialist, you will be responsible for explaining complex Alternative Investment strategies and concepts at a granular level to financial advisors across the full spectrum of alternative asset classes including private equity, private credit, private real estate / infrastructure, and hedge funds.

What you'll do in the role

• Coordinate all Alternative Investment sales efforts on behalf of the MSIM Alternative Investments platform for the Midwest Region.
• Host regional events and roadshows to educate RIA’s on MSIMs Alternative Investment strategies and funds.
• Engage directly with advisors’ clients at the point of sale as needed to close business.
• Focus on proactive outreach, including regular travel to advisors in your coverage area to educate them on the MSIM Alternative Investment platform and capabilities.
• Partner with our affiliated Eaton Vance long-only wholesaling team to build relationships with RIAs in your designated territory and deliver the entirety of the MSIM / Eaton Vance platform.
• Establish and maintain a business plan to identify, target and service the top Alternative Investment producing RIAs in your coverage area.
• Manage and utilize CRM data base to track interactions and opportunities.
• Collaborate cross-department with investment teams, product development, marketing and onboarding on new product ideas, demand assessments, marketing materials, etc.

What you'll bring to the role

• Bachelor’s degree or equivalent
• License requirements: FINRA Series 7 and 63
• Minimum of 5 – 10 years of alternative investments outside sales experience
• Experience selling into Registered Investment Advisors
• Completion of or progress towards investment designations, such as a CFA or CAIA strongly preferred.
• Excellent communication and listening skills
• Willingness to engage in regular travel
• Ability to explain complex concepts clearly and succinctly
• Ability to make presentations effectively
• The ideal candidate should be highly motivated, organized and a strategic thinker
• Team player with the ability to work effectively in a collaborative environment, as well as independently.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Wage Transparency Statement Illinois: Salary range for the position: $200,000 - $300,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidat