Executive Director, Institutional Sales

Job Description:

  • Drive growth across Morgan Stanley Investment Management’s suite of investment capabilities
  • Develop new institutional client relationships and enhance existing relationships across the West Coast region of the United States
  • Drive fundraising results across equities, fixed income, private credit, private equity, private real assets, and hedge funds
  • Cultivate and manage relationships with institutional asset owners, including public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems
  • Partner with Consultant Relations, Product Specialists, Marketing, and Portfolio Management
  • Support strategy execution and fund marketing initiatives
  • Maintain detailed knowledge of public- and private-market investment strategies
  • Understand client investment objectives and provide tailored solutions
  • Mentor and guide junior professionals
  • Support continued development of the organization’s talent base

Requirements:

  • Minimum of 8 years of experience developing new client relationships at an asset management platform
  • Exposure to both public and private markets asset classes
  • Experience building and maintaining relationships with sophisticated asset owners
  • Strong understanding of institutional sales processes, including 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
  • Ability to synthesize, distill, and articulate investment strategies straightforwardly
  • Excellent written and presentation skills
  • Strong organizational skills
  • Results-oriented mindset and accountability
  • Experience working in a highly collaborative environment
  • Willingness to travel as needed
  • FINRA Series 7 and 63 required

Benefits:

  • Commission earnings
  • Incentive compensation
  • Discretionary bonuses
  • Other short and long-term incentive packages
  • Morgan Stanley sponsored benefit programs
  • Comprehensive employee benefits and perks
  • Support for employees and their families throughout their work-life journey
  • Opportunities for internal mobility across the business
  • Diversity and inclusion support
  • Professional growth and mentoring opportunities
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