FCG Sales/Institutional Consultant - Executive Director

Morgan Stanley • Greenwood Village, CO

6d

About The Position

Morgan Stanley’s Fiduciary Consulting Group (FCG), its institutional RIA business, consults on more than $200 billion of institutional assets, primarily in the strategic retirement segment. FCG provides high-touch consulting services to help clients navigate fiduciary issues and support organizational and employee financial success.

The Institutional Consultant will serve as an Executive Director, providing strategic guidance to institutional clients on retirement plans. The role calls for expertise in retirement planning, investment strategies, and plan design, as well as the ability to help clients pursue long-term retirement objectives while navigating regulatory and financial considerations. Duties include client relationship management, retirement plan strategy and advisory, investment consulting and portfolio monitoring, regulatory compliance and risk management, and business development. The position also includes attending client meetings with existing consultants for training and supporting existing consultant preparation.

The work takes place in a fast-paced, entrepreneurial environment and requires strong communication, organization, attention to detail, and teamwork. Varying experience levels will be considered, but at least 10 years of experience in finance, asset management, or a similar industry is required. The position is ideally full-time, though part-time may be considered depending on circumstances. A CFA charter holder or CFA candidate is required.

Requirements

• Bachelor’s or master’s degree.
• CFA charter holder or CFA candidate.
• At least 10 years of experience in finance, asset management, or a similar industry.
• Strong knowledge of retirement plan structures, including 401(k), 403(b), defined benefit plans, and other institutional retirement solutions.
• Strong analytical background in the financial industry.
• Excellent interpersonal and communication skills.
• Fluency in financial and investment concepts, statistics, and research principles.
• Strong presentation skills.
• Exceptional ethical principles.
• Comfort communicating with C-level executives of major corporations and municipalities.
• Strong leadership qualities.
• Organized, detail-oriented team player able to work in a fast-paced, entrepreneurial environment.
• Technological competence, including familiarity with Microsoft Office and investment research products such as Morningstar or Bloomberg.

Responsibilities

• Serve as the primary contact for a portfolio of institutional clients and build long-term relationships.
• Understand clients’ retirement goals, needs, and challenges and provide tailored consulting and solutions.
• Lead client meetings to review retirement plan performance and provide strategic recommendations.
• Consult on the design of defined contribution, defined benefit, and other retirement plans.
• Develop and implement strategies to improve investment performance and participant outcomes while supporting regulatory compliance.
• Advise clients on plan benchmarking, asset allocation, fee structures, and investment menu construction in line with client goals and fiduciary responsibilities.
• Analyze investment options and recommend asset allocation strategies based on client risk tolerance, financial goals, and market conditions.
• Monitor investment managers, portfolio performance, and market trends, and conduct due diligence.
• Collaborate with internal teams to align investment strategies with retirement goals and regulatory requirements.
• Stay current on ERISA, IRS guidelines, and other retirement-related regulations.
• Help clients address compliance issues, meet fiduciary responsibilities, and mitigate retirement-plan risks.
• Assist in developing and implementing governance frameworks for plan oversight and performance.
• Identify new business opportunities and expand relationships with existing clients.
• Participate in proposals and presentations for new client acquisitions.
• Collaborate with internal teams to ensure consistent messaging and service delivery.
• Attend client meetings with existing consultants for training and support existing consultant preparation.

Benefits

• Medical insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Health Savings Account
• Dependent Day Care Savings Account
• Life insurance
• Disability and other insurance plans
• Paid time off, including sick leave consistent with state and local law
• Parental leave
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Additional employee perks
• Potential eligibility for an annual discretionary incentive compensation award
• Potential eligibility to participate in the business unit’s incentive compensation plan, which may include a discretionary bonus

What This Job Offers

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