Alternative Investments Sales Associate
$57k - $115kMorgan Stanley
Key Responsibilities Responsible for proactively making outbound calls to MSWM Financial Advisors and Private Wealth Advisors and for fielding incoming calls on the sales desk Build new and maintain existing relationships with AI users in the territory Work closely with the AI Sales Director and AI Specialist as their internal partners covering their territory Coordinate the efforts of third-party wholesalers/resources within the respective territory Coordinate regional events and roadshows with fund managers to educate Morgan Stanley Advisors and clients on Alternative Investment strategies and products Work across the department with the product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc. Knowledge and Skills Required 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 Knowledge of alternative investments Must be a team player with the ability to work effectively in a team or independently Ability to represent the Firm professionally with internal and external contacts Knowledge of Excel, Word, and PowerPoint programs is a plus Bachelor's degree required Two years+ related financial services sales experience required Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date Salesforce (or alternative CRM) experience preferred Excellent verbal and interpersonal skills Compensation Expected base pay rates for the role will be between $57,000 and $115,000 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. Equal Opportunity Employment Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: #J-18808-Ljbffr Morgan Stanley
$90k - $115k
...Internal Alternative Investment Specialist - Analyst / Associate Greenwich, Connecticut, United States; New York, New York, United States About the Role... ...will report to the Head of Registered Fund Solutions Sales. Responsibilities Make daily sales calls to...SuggestedFull timeWork at officeRemote work- ...Associate, Business Management JP Morgan Asset and Wealth Management provides investment solutions to institutional, retail, and high net worth... ...America based global alternatives investment solutions businesses... ...areas (including sales, marketing, legal, risk &...SuggestedVisa sponsorship
- A leading global financial services firm is seeking an Alternative Investment Services Associate in New York. The role involves processing fund activities, maintaining client relationships, and ensuring compliance with risk management policies. Ideal candidates will have...SuggestedWork at office
$57k - $115k
Alternative Investments Advisor Relations Associate Morgan Stanley | Posted Mar 12 Full-time • New York • Negotiable • Unknown Morgan Stanley is a leading global... ...part of our culture. The Wealth Management National Sales organization supports the Firm’s Financial Advisors...SuggestedFull timeTemporary workWork at office- ...divh2Alternative Investments - Internal Associate/h2pCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering... ...are seeking an experienced internal sales professional to join the Alternative...SuggestedWork at office
- ...Alternative Investments Tax – Associate J.P. Morgan Wealth Management City/State: Jersey City, NJ Function: Alternative Investments Tax Reporting... ...the Middle Office, Legal, Tax Operations and the global sales force. Minimum of 3-5 years of experience in U.S....Work at office
- A leading global financial services firm located in New York is hiring an Alternative Investments Advisor Relations Associate. The role involves collaboration with the sales, product, and research teams to manage investor requests and enhance client service. Ideal candidates...
$100k - $125k
...Job Opportunity Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored...Permanent employmentTemporary workWork at officeFlexible hours- ...Compliance Executive Director For Registered Alternative Investments Funds Bring your expertise to JPMorganChase (the firm). As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business...
$85.5k - $146k
...Alternative Investment Internal Consultant At T. Rowe Price, we identify and actively invest in... ...the right thing for our clients and our associates is good business. With a career at the... ...Investment Internal Consultant is a sales and relationship partner with external...Local areaRemote workFlexible hours1 day per week$175k - $240k
...income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit... ...advisor to our clients. Position Description PIMCO's Alternative Funds platform totals approximately $150 billion across multiple...Work at officeFlexible hoursShift work- Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank... ...and real estate. Proven experience in investment management sales; experience within a capital markets environment preferred....
- Asset Management - Special Situations Alternatives Credit Analyst - Vice President New York, NY, United States Job Information Business... ...analysis. The candidate is expected to have relevant and direct investing experience (buy side credit analyst or bank sell side analyst...Full timeWork at office
- ...Position: Alternatives Capital Formation, Analyst (Co-Investment Team) Location: 200 West Street, New York, NY About Goldman Sachs: Goldman Sachs Asset Management is one of the world's leading asset managers with over $2 trillion in assets under supervision....
$100k - $110k
...Description Within the J.P. Morgan Wealth Management, the Alternative Investments Group ("Alts") is a global team of experienced... ...Structuring deal team, supporting the VP deal captain and Associate in transaction management and overseeing designated projects...Flexible hours- ...of $2.4 trillion, is a global leader in investment and wealth management. Its clients include... ...including equities, fixed income, alternatives, multi-asset and money market funds. For... ...Proven experience in investment management sales; experience within a capital markets environment...Full time
- An alternative investment platform is seeking a Controller for its finance leadership team in New York, NY. This role involves ownership of fund accounting and financial reporting processes, while supporting performance reporting and collaborating with various stakeholders...
- ...world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally...Local area
$125k - $140.5k
...PIMCO, located in New York, is seeking an Alternatives Sales Senior Associate to support business development for alternative investment products. This role involves building relationships with clients and internal partners, maintaining business reporting, and improving...$310k
Qualifications Mid-level associate with experience in fixed income derivatives and related structured credit transactions. The ideal candidate will have (a) extensive experience with ISDA and MRA/GMRA documentation, (b) significant exposure to structured credit and security...Work at office- ...00% Commission-Based Role About the Role Meridian Capital Group is seeking driven, entrepreneurial, and results-oriented Investment Sales Associates to join our Investment Sales Team . This is a commission-only position offering an exceptional opportunity to build a long...Contract workInternshipJanuary startWork at office
- ...reputation of being one of the best firms in the industry. Role Summary This is a front-line deal-sourcing position. As an Investment Sales Associate, your primary responsibility will be to relentlessly pursue off-market opportunities through cold calls, emails, and...Full time
- A leading commercial real estate firm in New York is seeking driven Investment Sales Associates to join their team. This commission-only position offers an exceptional opportunity to build a long-term career backed by a robust training program and ongoing mentorship. Ideal...
$125k - $140.5k
...Alternatives Sales Senior Associate PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating...Flexible hoursShift work- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in...Work at office
- A leading financial services company in Brooklyn is seeking an experienced Alternative Investment Fund Controller to oversee accounting and reporting for alternative investment products. The ideal candidate will manage third-party fund administrators, ensure compliance...
$100k - $140k
A leading financial services firm in New York City is seeking an experienced Internal Associate for their Alternative Investments Product Specialist team. This role involves supporting business development efforts, providing exceptional product knowledge, and acting as...$80k - $125k
...Investment Relations Manager Maintain a comprehensive CRM database of current and prospective LPs including detailed profiles of... ..., fundraising or client-facing role within VC, PE or related alternatives. Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial...$80k - $95k
...The Role The Analyst, Global Investor Services - Alternatives, will support the day-to-day shareholder and participant operational activities for Lord Abbett's Alternative Investment products, including BDCs, Closed End (Drawdown) Private Funds, and Feeder Funds....Local areaHome office$140k - $185k
A recruitment agency in New York seeks an Alternative Investments Analyst to support investment teams in analyzing private and non-traditional asset classes. The ideal candidate should have a Bachelor’s degree and strong analytical skills, as well as proficiency in Excel...
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