Morgan Stanley
Alternative Investments Sales Desk Associate
$70K–$115K
New York, New York · On-site · Full-time · Posted Oct 16, 2026
- Experience
- Two years+ related financial services sales experience required.
- Education
- Bachelor's degree required.
About the job
Supports sales of Morgan Stanley Wealth Management’s Alternative Investments platform by serving Financial Advisors and coordinating sales activity across a territory.
What you'll do
- Make outbound and field incoming sales calls; build and maintain relationships with Alternative Investments users.
- Partner with the territory’s AI Sales Director and Specialist and coordinate third-party wholesalers.
- Arrange regional events and roadshows, and collaborate across teams on demand assessments and marketing materials.
What they ask for
- Two years+ related financial services sales experience.
- Bachelor's degree.
- Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date.
- Prior wealth management or financial services experience, sales and marketing experience, and knowledge of alternative investments.
Nice to have
- Salesforce (or alternative CRM) experience.
- Knowledge of Excel, Word, and PowerPoint programs.
Pay
$70,000 and $115,000 per year USD (base salary)
Tools
Excel, Word, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative