Coordinate all sales efforts for the MSWM Alternative Investments platform for the New England Region -including hedge funds, private equity, private real estate funds, managed futures, exchange funds and other alternative investment strategies within designated sales territory
Extensive travel to branch offices in the New England Region to educate financial advisors and clients on the risks and benefits of alternative investments (resident of or relocation to Boston area preferred)
Coordinate the efforts of third party wholesalers/resources within the respective territory
Run regional events and roadshows with fund managers to educate MS advisors and clients on alternative investment strategies and products
Host FA and client seminars / meetings
Work across the department with the product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc.
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