Executive Director, West Coast Institutional Sales

Morgan Stanley; Los Angeles (CA); On-site; USD 200,000 - 300,000; Full time

Job summary

Morgan Stanley Investment Management (MSIM) is expanding its North American Institutional Sales Team on the West Coast. An Executive Director will focus on fundraising across the MSIM platform—equities, fixed income, private markets—and cultivate relationships with institutional clients across public pensions, endowments, foundations, and healthcare systems.

The role requires collaboration with Consultant Relations and Investment teams to position MSIM’s ideas and solutions, and to drive client

Qualifications

• 8+ years in institutional asset sales on West Coast or national scope.
• 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.

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.

Skills

Institutional sales

Relationship building

Communication skills

Presentation skills

Travel

Ethics & integrity

Team collaboration

FINRA 7/63

Job description

Morgan Stanley Investment Management (MSIM) is expanding its North American Institutional Sales Team on the West Coast. An Executive Director will focus on fundraising across the MSIM platform—equities, fixed income, private markets—and cultivate relationships with institutional clients across public pensions, endowments, foundations, and healthcare systems.

The role requires collaboration with Consultant Relations and Investment teams to position MSIM’s ideas and solutions, and to drive client