Executive Director & Head, Client Relationship Management - North America

Morgan Stanley • New York, NY

5d • $250,000 - $300,000

About The Position

Morgan Stanley Investment Management (MSIM) is seeking a senior relationship manager to lead its North American Client Relationship Management (CRM) team. The CRM team is part of the Distribution division and works with clients and internal partners to anticipate client needs, resolve challenges, and connect clients with the firm’s capabilities. It also provides governance and oversight for implementing client requirements and related controls, including onboarding new business.

The role combines team leadership and management with direct client coverage, including responsibility for a personal allocation of key client relationships. The successful candidate will guide the team through a transition to a new target operating model, adapting as the work evolves while maintaining effective client service. The position calls for deep asset-management industry knowledge, particularly regarding institutional clients across sectors, geographies, and asset classes.

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, including the ability to engage and influence senior stakeholders and clients.
• Methodical, detail-oriented approach.
• FINRA Series 7 and 63 required.
• Bachelor’s degree or equivalent.

Nice To Haves

• MBA and/or CFA preferred.

Responsibilities

• Directly manage 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 the first point of escalation within the team and across the business, resolving issues in accordance with firm procedures and protocols.
• Keep the team current on MSIM’s investment capabilities; partner 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.

Benefits

• Morgan Stanley offers employee benefits and perks and describes them as among the most attractive and comprehensive in the industry.
• Depending on the position, total compensation may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.
• Morgan Stanley-sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive