Executive Director, West Coast Institutional Sales

PowerToFly; San Francisco (CA); On-site; USD 200,000 - 300,000; Full time

Job summary

Morgan Stanley Investment Management (MSIM) is expanding its institutional sales team on the West Coast. The Executive Director will cultivate and manage relationships with institutional clients across public and private markets, collaborating with Consultant Relations and investment teams to deliver MSIM's investment ideas and solutions.

We seek a leader with 8+ years in asset management, strong communication skills, and FINRA licenses. Travel to client sites will be required as needed.

Qualifications

• Minimum of 8 years of experience developing new client relationships at an asset management platform.
• Experience with both public and private markets asset classes.
• Proven ability to build relationships with sophisticated asset owners.
• Strong understanding of institutional sales processes and consultant relations.
• Excellent written and presentation communication skills.
• Willingness to travel as needed.
• FINRA Series 7 and 63 required.

Responsibilities

• Develop and maintain relationships with institutional asset owners on the West Coast.
• Cultivate partnerships across Consultant Relations, Product Specialists, Marketing and Portfolio Management.
• Maintain detailed knowledge of investment strategies across public and private markets.
• Understand clients' investment objectives and provide tailored solutions.
• Provide mentorship and guidance to junior professionals.

Skills

Institutional sales

Relationship management

Communication skills

Travel willingness

Financial markets knowledge

FINRA licenses

Cross-functional collaboration

Job description

Morgan Stanley Investment Management (MSIM) is expanding its institutional sales team on the West Coast. The Executive Director will cultivate and manage relationships with institutional clients across public and private markets, collaborating with Consultant Relations and investment teams to deliver MSIM's investment ideas and solutions.

We seek a leader with 8+ years in asset management, strong communication skills, and FINRA licenses. Travel to client sites will be required as needed.