Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and
individuals.
Job Summary :
Private Wealth Alternatives in the . is a rapidly growing $2 Trillion market and represents an enormous opportunity for .
Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) and a leading asset manager for .
financial intermediaries in mutual funds, SMAs and ETFs, including liquid alternatives) we’re powerfully positioned to bring private market solutions to individual investors through financial intermediaries.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios.
You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries.
You will promote financial advisor engagement across various channels and promote the firm’s investment strategies to increase assets under management.
Job Responsibilities :
Attain placement of . Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker / dealer, and . Morgan Chase affiliate
channels.
- Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference / meeting opportunities, and website presence.
- Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms’ campaigns and marketing support activities.
- Perform a variety of sales functions including client meetings, client follow-up, proposal
generation, presentations, public speaking, and attending seminar and industry events.
- Develop a clear understanding of client’s strategic objectives.
- Provide product information, gather marketing data, and offer sales / marketing solutions.
- Monitor and analyze broker-dealer firm’s sales activities and competitors’ coverage.
- Work closely with sales team to exchange ideas and formulate strategies for increased
penetration within targeted firms.
Assist in gathering information on emerging trends within the broker-dealer community.
Required qualifications, capabilities and skills :
- 5+ years’ experience with financial services company in sales / specialist role.
- Extensive experience in the private alternative space, including experience in various
structures of private alternatives, non-traded REITs, business development companies,
Interval Funds, and closed end offerings.
Ability to communicate information and state problems or challenges to be resolved in a
clear, concise, courteous and professional manner.
Client focused possessing the ability to align processes, procedures, systems, and
personnel to meet the needs of broker-dealer firms.
- Strong listening and communication skills.
- Ability to thrive in a challenging and collaborative sales environment.
- Proficient computer skills with strong knowledge of MS Office, Word, Excel, and
PowerPoint.
- Frequent travel is required.
- FINRA Series 7, 63
Preferred qualifications, capabilities and skills
- CFA, CAIA
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