Morgan Stanley Logo

Morgan Stanley

Executive Director, Institutional Sales - West Coast

Reposted 6 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
200K-300K Annually
Senior level
In-Office
New York, NY, USA
200K-300K Annually
Senior level
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.
The summary above was generated by AI

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.

HQ

Morgan Stanley New York, New York, USA Office

1585 Broadway, New York, NY, United States, 10036

Morgan Stanley New York, New York, USA Office

522 5th Ave, New York, NY, United States

Similar Jobs

23 Minutes Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
160K-270K Annually
Senior level
160K-270K Annually
Senior level
Legal Tech • Software • Generative AI
Own Eve’s messaging house, positioning, competitive narrative, first-call deck, keynote and event content. Partner with executives, Product, Sales, Enablement, Demand Gen, and Content to ensure consistent, differentiated messaging. Gather market feedback from customers, prospects, and sales calls, translating technical AI capabilities into clear value for plaintiff attorneys. The role requires exceptional writing, executive presence, strategic messaging expertise, and 7+ years of B2B SaaS or legal technology product marketing experience.
Top Skills: Artificial IntelligenceB2B SaasLegal Technology
An Hour Ago
Remote or Hybrid
USA
95K-140K Annually
Mid level
95K-140K Annually
Mid level
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Performs red team operations, penetration testing, adversary emulation, and security assessments across systems, applications, databases, and networks. Develops customer-facing reports and recommendations, communicates findings to technical and executive audiences, supports information security programs, and provides operational guidance during crisis scenarios. Requires advanced security tooling, networking, systems, scripting, and red team expertise, with occasional travel.
Top Skills: Adversary EmulationAi TechnologiesAutomation ScriptingBurp SuiteCobalt StrikeFirewallsLinuxLoad BalancersmacOSMail ServersMetasploitMitre Att&CkNessusNmapPenetration TestingProxiesRoutersSwitchesUnixVulnerability AssessmentWeb ServersWindowsWireless Access Points
An Hour Ago
Easy Apply
Hybrid
New York, NY, USA
Easy Apply
156K-234K Annually
Senior level
156K-234K Annually
Senior level
Artificial Intelligence • Cloud • Software
Own full-cycle recruiting for go-to-market functions, including sourcing, pipeline development, candidate screening, interview management, offer negotiation, and closing. Partner with hiring managers to define requirements, calibrate candidates, and improve hiring processes. Track recruiting metrics, report progress and risks, and use AI and recruiting technology to improve efficiency and candidate experience.
Top Skills: Ai Recruiting ToolsRecruiting Technology

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account