Exec Director, Institutional Sales — West Coast Growth

Jobtailor; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Jobtailor is seeking a senior Institutional Sales professional in California to drive growth across the firm's asset-management offerings. You will develop and deepen relationships with West Coast institutional clients, orchestrating fundraising across diverse asset classes.

The role requires 8+ years of experience, FINRA Series 7 and 63, and a proven ability to navigate public and private markets. Travel may be required; strong communication and collaboration are essential.

Qualifications

• Minimum of 8 years of experience developing new client relationships at an asset management platform.
• Exposure to both public and private markets asset classes.
• Experience building and maintaining relationships with sophisticated asset owners.
• Strong understanding of institutional sales processes, including consultant coverage and investment teams.
• Willingness to travel and ability to work in a highly collaborative environment.

Responsibilities

• Drive growth across Morgan Stanley Investment Management's suite of investment capabilities.
• Develop new institutional client relationships and enhance existing relationships across the West Coast region of the United States.
• Drive fundraising results across equities, fixed income, private credit, private equity, private real assets, and hedge funds.
• Cultivate and manage relationships with institutional asset owners, including public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems.
• Partner with Consultant Relations, Product Specialists, Marketing, and Portfolio Management.
• Support strategy execution and fund marketing initiatives.
• Maintain detailed knowledge of public- and private-market investment strategies.
• Understand client investment objectives and provide tailored solutions.
• Mentor and guide junior professionals.
• Support continued development of the organization’s talent base.

Skills

Institutional sales processes

Client relationship management

Public & private markets exposure

Investment & markets acumen

FINRA Series 7 & 63

Job description

Jobtailor is seeking a senior Institutional Sales professional in California to drive growth across the firm's asset-management offerings. You will develop and deepen relationships with West Coast institutional clients, orchestrating fundraising across diverse asset classes.

The role requires 8+ years of experience, FINRA Series 7 and 63, and a proven ability to navigate public and private markets. Travel may be required; strong communication and collaboration are essential.