Senior Relationship & Platform Manager

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 $1.5 trillion in assets under management as of March 31, 2024. 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.

Basic Purpose:

The National Accounts team is responsible for covering our US intermediary firms & home office relationships.  Within the National Accounts team, our portfolio strategy consultants work directly with due diligence and research analysts in home offices.  The primary responsibilities of the portfolio strategy consultants are: 1) Growing & maintaining shelf space, 2) Developing relationships with analysts in research 3) Understanding the competitive landscape 4) Working in partnership with the investment teams to provide insight to home office clients.  The preferred location of the role is NY or Boston with the ability to travel as needed for client engagement.     

Primary Responsibilities:

• Develop meaningful professional relationships with key home office contacts within Alternatives to increase MSIM Alternatives visibility, brand awareness and platform placement.
• Work in close partnership with the national accounts team to maximize opportunities within Alternatives platforms
• Work with ICapital, +Subscribe, CAIS in partnership with Alternatives Product Team and Strategic Accounts.
• Build in-depth understanding of the full suite of MSIM Alternative capabilities and align firm resources at covered firms to maximize business opportunity.    
• Collaborate and communicate at a high level with other areas of the organization surrounding the Alternatives business:  relationship management, product, investment teams, sales leadership
• Become a trusted partner to key clients and work with Eaton Vance Strategic Accounts relationship managers to deliver a unified best-in-class client and advisor experience.  
• Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.         
• Collaborate with Retirement and Sub-Advised Channels on opportunities and potential partnerships with insurance companies/ 401K providers/etc.
• Become a trusted partner internally with operations, to drive third party access to Alternative offerings
• Regular travel expected for key client support and prospecting activities. Research meetings, conferences, product launches, etc.

Job Requirements:

• Minimum of 5-7 years of experience in the investment management industry in similar and/or related roles.
• Background of 3 years in Alternatives with high understanding of the Alternatives business, competitive landscape, product construct.
• Self-motivated individual that can work independently or as part of larger team.
• Excellent analytical, organizational, communication and interpersonal skills.
• Travel as required by client and/or firm business needs. 
• Ability to accommodate a hybrid office schedule when not traveling for business.
• Bachelor’s degree (MBA, CAIA, CFA, CIMA, CFA a plus)
• FINRA Series 7, 65/66, 63 licenses 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 $120,000 and $200,000 per 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).