Alternative Investments Sales Director

Company: CTI Education Group
Location: Los Angeles
Posted on: April 10, 2021

Job Description:

Job Description - Alternative Investments Sales Director (3164462) Job Description Job Number: 3164462 Posting Date : Jan 22, 2021 Primary Location : Americas-United States of America-California-Los Angeles Job : Wealth Management Employment Type : Full Time Job Level : Vice President Description Morgan Stanley Wealth Management provides a range of wealthmanagement products and services for affluent individuals, businesses andinstitutions. These services include brokerage and investment advisory,financial and wealth planning, credit and lending, cash management, annuitiesand insurance, retirement and trust. The Alternative Investments Group is responsible forsourcing, manufacturing, developing, managing and marketing alternativeinvestment products/investments, such as:

• Hedge Funds
• Funds of Hedge Funds
• Managed Futures
• Private Equity
• Exchange Funds The Alternative Investments Group is responsible forapproximately $90 billion of assets. The primary users/investors includewealth management clients and their Advisors. Position Summary
  • Coordinate sales efforts for the MSWM Alternative Investments platform for the--Region with Third Party and Proprietary asset managers -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--Region to educate financial advisors and clients on the risks and benefits of alternative investments
  • 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. Qualifications Experience: --- 5 - 10 years of alternativeinvestments experience --- 3-5 years Sales and marketingexperience
    --- BS / BA degree required
    --- Completion of Series 7 and 63
    --- Completion of or progress toward CFA/CAIA is a plus but not required Skills/Abilities: --- Excellent communication andlistening skills
    --- Willingness to engage in extensive travel
    --- Ability to explain complex information clearly and simply
    --- Ability to make presentations effectively
    --- The ideal candidate should be highly motivated and organized
    --- Prior experience working in wealth management or financial services
    --- Sales and marketing experience
    --- Extensive Knowledge of alternative investments
    --- Must be a team player with the ability to work effectively in a team orindependently
    --- Ability to represent the firm professionally with internal and externalcontacts
    --- Knowledge of Excel, Word, and PowerPoint programs is a plus

Keywords: CTI Education Group, Los Angeles , Alternative Investments Sales Director, Sales , Los Angeles, California