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About the Role
The North American Institutional Sales Team is responsible for driving growth across the MSIM suite of investment capabilities through relationship development and a client-centric approach. The Executive Director will focus on driving fundraising results across MSIM's platform, cultivating and managing relationships with institutional clients on the West Coast.
Responsibilities
- Develop and maintain relationships with institutional asset owners across the West Coast region of the United States, across all client segmentations – public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems.
- Cultivate strong partnerships across key internal stakeholder groups, including Consultant Relations, Product Specialists, Marketing and Portfolio Management, to support strategy execution and fund marketing initiatives.
- Maintain detailed knowledge of investment strategies across public and private markets to effectively position solutions to clients.
- Understand clients' investment objectives and provide tailored solutions to meet their needs.
- Provide mentorship and guidance to junior professionals and support the continued development of the organization’s talent base.
Requirements
- Minimum of 8 years of experience developing new client relationships at an asset management platform, with exposure to both public and private markets asset classes.
- History of helping successfully build and maintain client relationships with sophisticated asset owners.
- Strong understanding of institutional sales processes, including best practices working with consultant coverage and investment teams.
- Understanding of institutional segments such as corporate defined benefit, public pension systems, insurance, endowments, foundations, and healthcare systems.
- Investment and markets acumen with the ability to synthesize, distill, and articulate investment strategies in a straightforward manner.
- Excellent communication skills, both written and presentation skills.
- Strong organizational skills.
- Results-oriented thinker who embraces accountability.
- Success working in a highly collaborative environment.
- Enthusiasm to travel as needed.
- FINRA Series 7 and 63 required.
Skills
- Client relationship management
- Institutional sales processes
- Investment strategy articulation
- Communication
- Presentation
- Organization
- Collaboration
Location
- West Coast, United States
Work Type
- Full-time
Experience Level
- Executive Director
- 8+ years
Salary/Compensations
- $200,000 - $300,000 per year
Benefits
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Morgan Stanley sponsored benefit programs
About the Company
- Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations with over 50 years of history and $1.9 trillion in assets under management.
- MSIM provides broad-based specialization across a range of asset classes in public and private markets.
- Our independent investment teams leverage Morgan Stanley’s global resources to serve a diverse client base worldwide.
- Morgan Stanley values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- We support employees and their families with comprehensive employee benefits and perks.
- Opportunity to work alongside the best and the brightest in a supportive and empowering environment.
Equal Opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.