Morgan Stanley

Executive Director, Institutional Sales - West Coast

Morgan Stanley$200K — $300K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in institutional sales with asset management exposure
  • Experience nurturing relationships with institutional asset owners
  • Thorough knowledge of institutional segments like pensions and endowments
  • Deep understanding of public and private market strategies
  • Excellent written and presentation communication skills
  • Strong organizational and accountability skills
  • FINRA Series 7 and 63 required

Responsibilities

  • Develop and maintain relationships with institutional clients on the West Coast
  • Cultivate partnerships with internal teams for strategy execution
  • Maintain expertise in investment strategies across markets
  • Understand and tailor solutions to clients' investment needs
  • Mentor junior professionals to enhance team development

Benefits

  • Comprehensive employee benefits and perks
  • Opportunities for career mobility within the organization
  • Supportive work environment with a focus on collaboration
  • Commitment to professional growth and mentorship programs
  • Engagement in corporate citizenship initiatives
Full Job Description

The North American Institutional Sales Team is responsible for driving growth across the MSIM suite of investment capabilities through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in- client experience.

Expanding our institutional client coverage on the West Coast, the Executive Director will focus on driving fundraising results across the MSIM’s platform - equities, fixed income, private credit, private equity, private real assets, and hedge funds. Joining a collaborative team, this individual will be responsible for cultivating and managing relationships with institutional clients. The team works in close partnership with consultant relations and investment teams to deliver the full breadth of MSIM’s investment ideas and solutions to clients.

Responsibilities

  • Develop and maintain relationships with institutional asset owners across the West Coast region of the United States, across all client segmentations – public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems.
  • Cultivate strong partnerships across key internal stakeholder groups, including Consultant Relations, Product Specialists, Marketing and Portfolio Management, to support strategy execution and fund marketing initiatives.
  • 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 continued development of the organization’s talent base.

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 helping successfully build and maintain 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 in a straightforward manner.
  • 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.

Who you are

  • Operates with a strong sense of ethics and integrity in your interactions with others and decision making.
  • Takes accountability and ownership in your work with a focus on long-term value creation.
  • Track record of fostering a culture of honesty, transparency and accountability within teams.
  • Proven ability to collaborate across teams to deliver optimal solutions for clients.
  • A passion for innovation, with a continuous improvement mindset to drive excellence.
  • 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $200,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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