Direct Lending-Product Specialist-VP

• Work closely with prospective and current clients in Private Wealth Management channels to understand their needs and deliver tailored content to support fundraising efforts and enhance client relationships
• Cultivate relationships with Wealth Management financial advisors through high‐quality interactions including proactive and reactive calls, emails and follow‐ups as well as in‐person meetings
• Maintain a high‐level of client service by answering inbound inquiries and working with the operations team to resolve specific investor queries
• Utilize the CRM system to log client interactions and any prospect related activity on a daily basis
• Liaise with internal private credit team, legal and compliance, and sales and marketing teams
• Attend industry conferences and client events
• Other ad hoc projects as required

Qualifications:

• 7+ years of work experience within the financial services industry required (asset management, wealth management, and/or private credit experience preferred)
• Bachelor’s degree require
• Strong verbal and written communication skills, ability to communicate effectively with all levels within the organization, and represent the Firm in a professional manner
• Highly organized with good commercial judgment, a strong work ethic, and the ability to work in a self‐directed environment while simultaneously managing competing priorities, including long‐ term projects and ad hoc requests
• Superior attention to detail
• Professional maturity and the ability to handle sensitive and/or confidential information
• Self motivated and a team player with a positive attitude
• Responsive to stakeholder needs, ability to work under pressure, and with flexibility, to meet tight deadlines and demonstrated ability to anticipate requests / needs
• Demonstrated knowledge and passion for capital markets, private credit and alternative investments
• Extensive travel required

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.

Expected base pay rates for the role will be between $160,000 and $190,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).