Executive Director, Institutional Sales - West Coast

Morgan Stanley; New York (NY); On-site; USD 200,000 - 300,000; Full time

Job summary

Morgan Stanley Investment Management is seeking an Executive Director to expand institutional client coverage on the West Coast, driving fundraising across its platform. The role requires cultivating and managing relationships with institutional clients, including public and private sector owners, and working with internal teams to deliver investment ideas and client solutions.

Applicants should have at least eight years of experience in asset management client relationships, strong

Qualifications

• Minimum of 8 years of experience developing new client relationships at an asset management platform.
• History of building and maintaining relationships with sophisticated asset owners.
• Strong understanding of institutional sales processes and teams.

Responsibilities

• Develop and maintain relationships with institutional asset owners across the West Coast, covering public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems.
• Collaborate with 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 position solutions effectively.
• Understand clients' investment objectives and provide tailored solutions to meet their needs.
• Mentor junior professionals and support development of the organization’s talent base.

Skills

Institutional sales

Relationship management

Communication skills

Travel readiness

Tools

FINRA Series 7 & 63

Job description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 50 years of history, a presence in 26 countries, and a total of $1.9 trillion in assets under management as of March 31, 2026.

MSIM provides broad-based specialization across a range of asset classes in public and private markets. Our independent investment teams leverage Morgan Stanley’s global resources to serve a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternatives, high-conviction active strategies, customization strategies, ESG expertise and tax management solutions. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im

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

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.