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Alternative Investments Regional Director
Morgan Stanley
Philadelphia, PA, United States
Job Details - this job has expired, please see similar jobs below
Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
The Alternative Investments Group is responsible for sourcing, manufacturing, developing, managing and marketing alternative investment products/investments, such as:
• Hedge Funds
• Funds of Hedge Funds
• Managed Futures
• Private Equity
• Real Estate Funds
• Exchange Funds
The Alternative Investments Group is responsible for approximately $50 billion of assets. The primary users/investors include wealth management clients and their Advisors.
Position Summary
• Coordinate all sales efforts for the MSWM Alternative Investments platform for the New England Region -including hedge funds, private equity, private real estate funds, managed futures, exchange funds and other alternative investment strategies within designated sales territory
• Extensive travel to branch offices in the New England Region to educate financial advisors and clients on the risks and benefits of alternative investments (resident of or relocation to Boston area preferred)
• Build new and maintain existing relationships with AI users in the territory
• Coordinate the efforts of third party wholesalers/resources within the respective territory
• Run regional events and roadshows with fund managers to educate MS advisors and clients on alternative investment strategies and products
• Host FA and client seminars / meetings
• Work across the department with the product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc.