Executive Director, Institutional Retirement Consulting

Morgan Stanley; Greenwood Village (CO); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley is seeking an Executive Director for the Fiduciary Consulting Group (FCG) to advise institutional clients on retirement plans and investment strategies. The role requires CFA status or candidacy, at least 10 years in finance, and strong leadership and client-management skills.

The successful candidate will design plans, benchmark investments, and ensure regulatory compliance while contributing to firm growth and client service excellence.

Qualifications

• Bachelor's or Master's degree required.
• CFA charter holder or CFA candidate.
• Minimum 10 years’ experience in finance or asset management.
• Strong knowledge of retirement plan structures (401(k), 403(b), DB).
• Strong analytical background in financial industry.
• Excellent interpersonal and communication skills.
• Fluent in financial concepts, statistics and research principles.
• Strong presentation skills and ethics.
• Comfortable with C-level executives and leadership.

Responsibilities

• Serve as primary contact for institutional clients and manage relationships.
• Lead retirement plan design, benchmarking, and asset allocation.
• Provide ongoing investment monitoring and due diligence.
• Ensure regulatory compliance and fiduciary governance.
• Support business development and client proposals.

Skills

Relationship management

Analytical skills

Communication skills

Leadership

Detail-oriented

MS Office

Investment research tools

Education

Bachelor's degree

Master's degree

Tools

Morningstar

Bloomberg

Job description

Morgan Stanley is seeking an Executive Director for the Fiduciary Consulting Group (FCG) to advise institutional clients on retirement plans and investment strategies. The role requires CFA status or candidacy, at least 10 years in finance, and strong leadership and client-management skills.

The successful candidate will design plans, benchmark investments, and ensure regulatory compliance while contributing to firm growth and client service excellence.