Executive Director, Institutional Sales - West Coast

Morgan Stanley•San Francisco, CA

9d•Hybrid

About The Position

Morgan Stanley Investment Management (MSIM) is a large global asset management organization with a significant history and presence worldwide. The North American Institutional Sales Team focuses on driving growth for MSIM's investment capabilities by developing and enhancing client relationships with a partnership-oriented approach. This Executive Director role will expand institutional client coverage on the West Coast, focusing on fundraising across MSIM's diverse platform of asset classes. The individual will cultivate and manage relationships with institutional clients, working closely with consultant relations and investment teams to deliver MSIM's investment ideas and solutions.

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 successfully building and maintaining 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.
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.

Nice To Haves

Operates with a strong sense of ethics and integrity.
Takes accountability and ownership with a focus on long-term value creation.
Track record of fostering a culture of honesty, transparency, and accountability.
Proven ability to collaborate across teams to deliver optimal solutions for clients.
Passion for innovation, with a continuous improvement mindset.
Respect for individual differences, with an openness to diverse perspectives.
Engagement in community service, volunteering, or corporate citizenship initiatives.
Commitment to mentoring and supporting professional growth of others.

Responsibilities

Develop and maintain relationships with institutional asset owners across the West Coast region of the United States, covering public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems.
Cultivate strong partnerships with key internal stakeholders, including Consultant Relations, Product Specialists, Marketing, and Portfolio Management, to support strategy execution and fund marketing.
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 development of the organization's talent base.