Executive Director, Institutional Sales - West Coast

Reposted 6 Days Ago
Be an Early Applicant
3 Locations
In-Office
200K-300K Annually
Senior level
Fintech • Financial Services
The Role
Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.
Summary Generated by Built In

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:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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.

Skills Required

  • At least 8 years of experience developing new client relationships at an asset management platform
  • Exposure to both public and private market asset classes
  • Successful history building and maintaining relationships with sophisticated asset owners
  • Strong understanding of institutional sales processes, consultant coverage, and investment-team collaboration
  • Understanding of corporate defined benefit plans, public pensions, insurance, endowments, foundations, and healthcare systems
  • Investment and markets acumen, including ability to articulate investment strategies clearly
  • Excellent written communication and presentation skills
  • Strong organizational skills
  • Results-oriented mindset and accountability
  • Ability to work successfully in a highly collaborative environment
  • Willingness to travel as needed
  • FINRA Series 7 license
  • FINRA Series 63 license

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

Morgan Stanley Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

Similar Jobs

Click Therapeutics Logo Click Therapeutics

Corporate Counsel

Healthtech • Biotech • App development
Hybrid
New York, NY, USA
70 Employees
145K-189K Annually

CrowdStrike Logo CrowdStrike

Enterprise Renewals Specialist (Remote, Central Region)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
11000 Employees
110K-160K Annually

CrowdStrike Logo CrowdStrike

Enterprise Renewals Specialist (Remote, East Coast)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
11000 Employees
110K-160K Annually

CrowdStrike Logo CrowdStrike

Enterprise Renewals Specialist (Remote, West Coast)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
11000 Employees
110K-160K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account