New York, New York, USA
19 days ago
Executive Director, Real Estate Investing Product Specialist

Morgan Stanley Investment Management is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.6 trillion in assets under management or supervision as of March 31, 2025. 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.

Morgan Stanley Real Estate Investing (“MSREI”) is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core / core-plus real estate investment strategies.

With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $53 billion of gross real estate assets worldwide on behalf of its clients.

MSREI is seeking an experienced and highly motivated fundraising focused professional to join its team in New York as a Real Estate Product Specialist to facilitate marketing investment funds to Private Wealth Financial Advisors and individual investor clients. 

You will be a part of the Business Development team and work closely with the Morgan Stanley Wealth Management channel as well as external private wealth distribution channels. In this role you would collaborate with the global teams and senior management of MSREI, and the broader generalist intermediary sales teams within MSIM.

What you’ll do in the role

Work as senior capital raiser within the Real Estate Business Development team, including supporting all aspects of investor relations with Morgan Stanley Wealth Management and external private wealth distribution channels, including business development, and fundraising activities.Participate in the fundraising cycle, roadshow presentations, marketing, LP diligence, sales and the closing of investor capital commitments.Develop a strong understanding of MSIM's Real Assets platform, and MSREI's suite of funds and investment strategies with a particular focus on North Haven Net REIT.Partner with the Internal Generalist Sales teams across MSIM to drive sales.Work closely with prospective and current clients in Private Wealth Management channels to understand their needs and deliver tailored content to support fundraising efforts and enhance client relationships.Cultivate deep and expansive relationships with Wealth Management financial advisors through high-quality interactions including proactive outreach, in-person meetings, calls, emails and follow-ups.Maintain a high-level of client service by answering inbound inquiries and working with the operations team to resolve specific investor queries.Utilize the CRM system to log client interactions and any prospect related activity on a daily basis.Liaise with internal real estate team, legal and compliance, and sales and marketing.

What you’ll bring to the role

The ideal candidate has at least 12 years of experience in capital raising, client relationship management and/or business development.  You have a strong understanding of alternative investments, private real estate products, and can operate both independently and in a team environment.  Extensive travel will be required.

Demonstrated knowledge and passion for capital markets, real estate, and alternative investments.Proven ability to develop relationships with intermediary distribution channels and Private Wealth financial advisors.Strong verbal and written communication skills, ability to communicate effectively with all levels within the organization and represent the Firm in a professional manner.Highly organized with good commercial judgment, a strong work ethic, and the ability to work in a self-directed environment while simultaneously managing competing priorities.Superior attention to detail.Professional maturity and the ability to handle sensitive and/or confidential information.Self-motivated and a team player with a positive attitude.Responsive to stakeholder needs, ability to work under pressure, and with flexibility, to meet tight deadlines and demonstrated ability to anticipate requests / needs.Series 7 and 63 equivalent licenses are required.CFA or CFP are a plus, although not required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $225,000.00 and $275,000.00 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.

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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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