Executive Director, Institutional Client Service & Consultant Relations - Atlanta Capital

Morgan Stanley•Atlanta, GA

10d

About The Position

The Atlanta Capital Management Team seeks to invest in companies with a demonstrated history of consistent growth and stable earnings. In fixed income, they emphasize securities with stable and predictable cash flows, and low credit and event risk. The team strives to provide this consistency as an asset to our clients for their investment needs. It’s part of the teams’ commitment to lasting relationships and long-term growth. The Executive Director is responsible for actively developing new and expanding existing institutional consultant relationships primarily in U.S. marketplace, with an explicit focus on new client acquisition across all Institutional market channels - pension consultant, public funds, corporate, E&F, Taft Hartley, and Insurance companies. This individual will serve as the primary relationship manager for a defined set of institutional clients, as well as assist the Head of Distribution and Client Service in enhancing Atlanta Capital’s Institutional business by implementing comprehensive sales, marketing, and client service programs. Working closely with senior members of the Atlanta Capital and MSIM, the Executive Director will be responsible for implementing integrated marketing and sales plans, generating sales leads, and ensuring continuity and process excellence in client communication and services. The role is a critical strategic position for Atlanta Capital and will further advance the firm’s presence as a leading provider of high-quality investment solutions. What you will do in the role: Act as a pivotal member of the Institutional Client Service and Consultant Relations team, supporting Atlanta Capital’s U.S. Institutional business. Independently cultivate and strengthen relationships with institutional clients through strategic meetings focused on investment strategy, account performance, new product offerings, and market developments. Lead both in-person and virtual engagements with current and prospective clients to drive meaningful dialogue and business outcomes. Serve as the primary point of contact for a select portfolio of sophisticated institutional accounts, ensuring exceptional service and responsiveness. Leverage advanced technology tools to proactively source, engage, and nurture relationships with clients, prospects, and field consultants. Identify, pursue, and secure new institutional mandates and relationships to expand Atlanta Capital’s institutional footprint. Foster long-term client partnerships that generate sustained business development opportunities. Collaborate closely with internal stakeholders, including portfolio managers, analysts, and portfolio specialists to deliver integrated solutions and insights. Represent Atlanta Capital at industry conferences and events, generating high-quality prospect interactions. Enthusiastically and effectively articulate Atlanta Capital’s investment strategies to both existing and prospective clients, as well as field consultants. What you bring to the role: Minimum of 10–15 years of experience in a multi-product financial services firm, with prior institutional asset management experience required. Demonstrated knowledge of and established relationships with field consultants. Proven, quantifiable track record of capital raising through new client acquisition. Strong investment acumen and technical proficiency across asset classes and strategies. Trusted industry relationships and a robust professional network. Exceptional communication and relationship-building skills; collaborative and team-oriented. Deep understanding of current market trends and the competitive landscape. Highly collaborative across functions and levels; a true team player. Strategic thinker with the ability to execute tactically. Self-motivated, passionate, and entrepreneurial mindset. Demonstrated ability to identify, cultivate, and raise assets from new business prospects across multiple market cycles. Proficiency with Salesforce CRM or similar platforms. Excellent presentation and communication skills, both written and verbal. Willingness and ability to travel extensively (anticipated at least 50%). Bachelor’s degree required; MBA or CFA designation strongly preferred.

Requirements

Minimum of 10–15 years of experience in a multi-product financial services firm, with prior institutional asset management experience required.
Demonstrated knowledge of and established relationships with field consultants.
Proven, quantifiable track record of capital raising through new client acquisition.
Strong investment acumen and technical proficiency across asset classes and strategies.
Trusted industry relationships and a robust professional network.
Exceptional communication and relationship-building skills; collaborative and team-oriented.
Deep understanding of current market trends and the competitive landscape.
Highly collaborative across functions and levels; a true team player.
Strategic thinker with the ability to execute tactically.
Self-motivated, passionate, and entrepreneurial mindset.
Demonstrated ability to identify, cultivate, and raise assets from new business prospects across multiple market cycles.
Proficiency with Salesforce CRM or similar platforms.
Excellent presentation and communication skills, both written and verbal.
Willingness and ability to travel extensively (anticipated at least 50%).
Bachelor’s degree required

Nice To Haves

MBA or CFA designation strongly preferred.

Responsibilities

Act as a pivotal member of the Institutional Client Service and Consultant Relations team, supporting Atlanta Capital’s U.S. Institutional business.
Independently cultivate and strengthen relationships with institutional clients through strategic meetings focused on investment strategy, account performance, new product offerings, and market developments.
Lead both in-person and virtual engagements with current and prospective clients to drive meaningful dialogue and business outcomes.
Serve as the primary point of contact for a select portfolio of sophisticated institutional accounts, ensuring exceptional service and responsiveness.
Leverage advanced technology tools to proactively source, engage, and nurture relationships with clients, prospects, and field consultants.
Identify, pursue, and secure new institutional mandates and relationships to expand Atlanta Capital’s institutional footprint.
Foster long-term client partnerships that generate sustained business development opportunities.
Collaborate closely with internal stakeholders, including portfolio managers, analysts, and portfolio specialists to deliver integrated solutions and insights.
Represent Atlanta Capital at industry conferences and events, generating high-quality prospect interactions.
Enthusiastically and effectively articulate Atlanta Capital’s investment strategies to both existing and prospective clients, as well as field consultants.