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Alternative Investments Service Manager – Assistant Vice President

Alternative Investments Service Manager – Assistant Vice President

CompanyMorgan Stanley
LocationWhite Plains, NY, USA
Salary$85000 – $135000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

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