West Coast Institutional Fundraising Executive

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

Job summary

Morgan Stanley is seeking an Executive Director to expand institutional client coverage on the West Coast and drive fundraising across our MSIM platform across equities, fixed income, private credit, private equity, and alternatives.

The role focuses on cultivating relationships with public pensions, corporate pensions, insurers, endowments, foundations, and healthcare systems, working with Consultant Relations and investment teams to deliver investment ideas and solutions.

Qualifications

• Minimum of 8 years of experience developing new client relationships at an asset management platform.
• 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

Client relationships

Institutional sales

Communication skills

Travel readiness

Team collaboration

Mentoring

Tools

FINRA Series 7/63

Job description

Morgan Stanley is seeking an Executive Director to expand institutional client coverage on the West Coast and drive fundraising across our MSIM platform across equities, fixed income, private credit, private equity, and alternatives.

The role focuses on cultivating relationships with public pensions, corporate pensions, insurers, endowments, foundations, and healthcare systems, working with Consultant Relations and investment teams to deliver investment ideas and solutions.