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Alternative Investments Service Manager – Assistant Vice President
Company | Morgan Stanley |
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Location | White Plains, NY, USA |
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Salary | $85000 – $135000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Mid Level, Senior |
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Requirements
- 4-8 years’ experience in Financial Services
- Excellent oral and written communication skills
- Ability to multi-task in a fast-paced, changing environment
- Bachelor’s degree or equivalent experience required
Responsibilities
- Single Point of contact and Relationship Manager for our largest users of Alternative Investments Products
- Deliver a high-touch, white glove, level of service to ensure a high level of satisfaction
- Partner closely with internal teams to leverage experience, develop synergies, and provide guidance to strengthen and grow Financial Advisor relationships
- Responsible for distributing timely and accurate notifications within Alternative Investments to Financial Advisors and their teams
Preferred Qualifications
- CAIA designation or Fund Administration experience a plus
- Securities licensing (SIE and Series 7 or 99) preferred