Executive Director, Institutional Sales

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

• 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

Requirements

• 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
• Understanding of institutional segments such as corporate defined benefit, public pension systems, insurance, endowments, foundations, and healthcare systems
• Investment and markets acumen
• Ability to synthesize, distill, and articulate investment strategies straightforwardly
• Excellent written and presentation skills
• Strong organizational skills
• Results-oriented mindset and accountability
• Experience working in a highly collaborative environment
• Willingness to travel as needed
• FINRA Series 7 and 63 required

Core Competencies

Demonstrates extensive experience in developing and managing institutional client relationships, with a strong understanding of public and private market investment strategies. Proven ability to drive fundraising results and support strategic initiatives within asset management.

Highest-signal resume keywords

• Institutional Sales Processes
• Client Relationship Management
• Public And Private Markets Exposure
• Investment And Markets Acumen
• FINRA Series 7 And 63

Hard Skills

• Fundraising Results
• Investment Strategies
• Client Investment Objectives
• Asset Management
• Investment Capabilities

Soft Skills

• Excellent Written Skills
• Presentation Skills
• Strong Organizational Skills
• Results-Oriented Mindset
• Collaborative Environment

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 63

Industry Keywords

• Institutional Asset Owners
• Public Pensions
• Corporate Pensions
• Insurance
• Endowments
• Foundations
• Healthcare Systems