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About the Role

We are seeking a senior relationship manager to lead our North American CRM team, building lasting client relationships through exceptional service, sound judgment, and consistent follow-through. The role involves leading the team through a transition to a new target operating model, balancing team management with client coverage, and requiring deep knowledge of the asset management industry, with a focus on institutional clients.

Responsibilities

Direct management of the team, providing day-to-day support, career guidance and professional development
Represent the team to key internal stakeholders and senior management, ensuring accountability for deliverables
Prioritize workload and allocate resources across the team
Serve as first point of escalation, within the team and across the business, resolving issues in line with firm procedures and protocols
Keep the team current on MSIM’s investment capabilities, partnering with Sales on business development and growth opportunities and with other organizational partners to design and implement solutions
Lead the team’s participation in global client experience and integrated firm initiatives, contributing innovative ideas
Partner with Business Administration colleagues to maintain an effective control environment and support change management and project initiatives
Partner with Sales and Investment Teams to manage relationships with a defined set of key clients, coordinating cross-functionally to resolve client questions, issues and concerns
Coordinate complex transactions and client requests, ensuring accurate and timely completion
Host and participate in client meetings and forums
Manage client complaints and risk incidents in line with regulatory and procedural protocols, partnering with functional teams to resolve concerns
Support the Global CRM management team across all aspects of the function and contribute to its objectives

Requirements

Minimum of 10 years of relevant experience, including relationship management or client service roles at peer firms
Advanced knowledge of investment management, client arrangements and asset classes, including private markets
Track record of building and sustaining institutional client relationships
Understanding of the competitive landscape and industry trends, with the ability to identify opportunities and deepen client engagement
Proven ability to lead a team and drive organizational change and innovation
Analytical ability to develop solutions that strengthen relationships and improve business processes
Proven ability to operate in a complex, fast-paced, high-volume environment
Excellent communication and interpersonal skills, with the ability to engage and influence senior stakeholders and clients
Methodical, detail-oriented approach
FINRA Series 7 & 63 Required
Bachelor’s degree or equivalent; MBA and/or CFA preferred

Skills

Relationship management
Client service
Investment management
Team leadership
Organizational change
Innovation
Analytical skills
Communication skills
Interpersonal skills
Stakeholder engagement
Client engagement
Problem-solving

Location

US
EMEA
Asia

Work Type

Full-time

Experience Level

Senior
10+ years

Education Level

Bachelor's degree
MBA preferred
CFA preferred

Salary/Compensations

$250,000 - $300,000 per year

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Short and long-term incentive packages
Morgan Stanley sponsored benefit programs
Comprehensive employee benefits and perks

About the Company

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations with over 40 years of history, a presence in 24 countries, and $2 trillion in assets under management.
MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base.
Morgan Stanley values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
The company offers opportunities to work alongside talented individuals in a supportive and empowering environment.
Teams are characterized by relentless collaboration, creative thinking, and diverse backgrounds and experiences.
The company supports employees and their families with attractive and comprehensive employee benefits and perks.
There are ample opportunities for career advancement within the business.

Equal Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
The workforce reflects a broad cross-section of the global communities in which the company operates, bringing a variety of backgrounds, talents, perspectives, and experiences.