Distribution Executive, Morgan Stanley Investment Management (Msim)

About The Company

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and Investment Management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. 

Department Profile

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has over US$1.5 trillion in assets under management or supervision. With over 40 years of global investment experience, MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of Investment Management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. MSIM offers its clients the personalised attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. We show unwavering commitment to investment excellence, diversity of perspective, and differentiated values. We have distinctive and highly complementary strengths in Investment Management and distribution.

MSIM Australia Profile

MSIM established a presence in Australia in 1994 and currently manages in excess of A$18Bn for investors in Australia & New Zealand across multiple strategies in Private Credit & Equity, Unlisted Real Assets, public equities, public fixed income and liquid alternatives. 

Responsibilities

The individual will work closely with existing sales and CRM teams’ engagement activities with current and prospective investors, and connected stakeholders (e.g. research and consultant community). 

Operating in a coordinated manner and as a complement to the current sales and CRM coverage, MSIM is seeking a highly strategic, entrepreneurial and driven individual to lead the sales and ongoing relationship activities with MSIM Australia’s existing third-party distribution partners.

In each case, there is substantial opportunity to support and drive the scaling of these relationships to deliver material growth for both MSIM and the distribution partners. Acting as an intermediary, key responsibilities will be to enhance the engagement and connectivity of distributors with the necessary resources to drive sales and awareness of MSIM’s investment capabilities. This will include contributing to evaluating existing arrangements with the scope to implement new product strategies where demand and profitability is mutually viable.

The role will successfully lead the proactive sales and ongoing relationship activities with MS Wealth Management Australia, responsible for servicing existing relationships, to cultivate improved operations across the product team and FA teams.

It is expected over the medium term, the existing coverage would extend beyond the aforementioned groups to establish a targeted sales strategy to engage unrealised opportunities across highly reputable wealth management business and investors, such as private banking groups, family offices and related advisory parties. 

A thorough understanding of the Australian wholesale markets is imperative, in conjunction with outstanding relationship management focused on deliverable sales outcomes.

The individual will play an integral role in formulating a coherent strategy for how MSIM grows its activities and business outside of the large scale core institutional investor market. This will consider the existing relationships in place and also the implications for new product strategy and necessary resources to be successful. 

Qualifications

Knowledge Required:

• Strong understanding of the asset management industry including knowledge of the Australian wholesale/ intermediary market
• Clear understanding of the local regulatory environment and ability to apply this to distribution strategy, individual client situations and relationships
• Demonstrated understanding of equity, fixed income and alternative investment strategies

Skills Required:

• Excellent verbal and written communication skills, with a proven ability to interact with clients and stakeholders at all levels and across different time zones/regions/cultures
• Excellent attention to detail and organisational skills
• Ability to negotiate, influence and mediate in complex and challenging situations and an aptitude for managing commercially sensitive situations
• Sound judgment and appreciation of risk
• Self-motivated and effective working independently or as part of a team
• Ability to multi-task and operate effectively and efficiently under pressure
• Ability to balance client and Firm needs and achieve desired outcomes 

Experience Required:

• Minimum of 5 years experience within the Investment Management industry is required
• Demonstrated experience in a sales / distribution role is required

Equal Opportunity Statement

Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law. 

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.