Executive Director, Responsible Investment Strategy Specialist - West Coast

Morgan Stanley • San Francisco, CA

20d • Hybrid

About The Position

Morgan Stanley Investment Management (MSIM) is a global asset management organization with a long history and a significant presence worldwide. Calvert Research & Management, part of MSIM, is a leader in responsible investing, integrating environmental, social, and governance (ESG) factors into investment research and decision-making. The Responsible Investment Strategy Specialist acts as a senior commercial and strategic representative for Calvert’s investment platform. This role involves delivering market insight, product expertise, and thought leadership to internal business units and external clients. The Specialist collaborates with portfolio management, sales, and marketing to enhance product intelligence, refine market positioning, and drive distribution of Calvert’s responsible investing strategies. As an extension of the portfolio management team, the Specialist will engage with clients, prospects, and intermediaries to communicate Calvert’s responsible and sustainable investing philosophy, investment approach, and product performance. The role entails end-to-end leadership for assigned product categories, serving as a key liaison to designated investment teams, and acting as a product champion responsible for positioning, content strategy, and ongoing communication and training across all distribution channels.

Requirements

• Minimum 7 years of related experience with investment manager in product management, client service or investment related role.
• Experience in a client service/business development role within the financial services industry, either on the institutional or retail sides
• Demonstrate strong analytical, investment and quantitative skills that can be used to analyze Responsible Investing and portfolio structure.
• Strong presentation skills
• Bachelor’s degree required
• Series 7 and 63 required.
• Strong attention to detail.
• Strong written and oral communication skills.
• Willingness to travel extensively throughout the western region – 30-50%

Nice To Haves

• Experience managing and/or analyzing Responsible Investing products strongly preferred
• MBA and/or CFA preferred and/or CSRIC or other sustainable investment designation.

Responsibilities

• Support regional sales channels, Global Relationship Managers (GRMs), and consultant relations with regular Responsible Investing product and market updates.
• Support regional external sales personnel and/or GRMs in the field as the Specialist capable of speaking to existing and/or potential clients as a proxy for the investment team.
• Help drive Calvert sales by promoting the firm’s investment strategies with the regional sales team, advocating for prominence among the broad range of MSIM solutions.
• Provide timely and effective resolutions to all inquiries from advisors or the sales team as it relates to Calvert and responsible investing.
• Coordination of internal resources as needed for prospect or update calls and meetings.
• Participate in and/or coordinate events that facilitate education around responsible investing externally and internally.
• Participate in product applicable portfolio management and other relevant meetings.
• Support regional sales channels in hosting conference calls in support of focus Responsible Investing topics and products.
• Ongoing training of regional client facing individuals in depth on focus strategies and the Calvert investment proposition.
• Facilitate targeted outreach in the region to provide timely Calvert updates to key clients and partners with relevant Calvert resources.
• Assist in the development of critical internal and external resources that support Calvert distribution efforts.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

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