Morgan Stanley Investment Management (MSIM), with $1.7 trillion in assets under management is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors and institutions including corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide.

MSIM manages portfolios of private equity, private credit, hedge funds, real estate, real assets, and multi-asset alternative investments on behalf of institutional and high net worth clients. MSIM offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry, and access to the global resources of Morgan Stanley.

The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, 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-class consultant and associated client experience.

The Consultant Relations Executive Director role will focus on driving results across MSIM’s robust platform (Equities, Fixed Income, Responsible Investing, Private Credit and Equity, Hedge Funds, Real Assets, Custom Solutions) through an assigned group of West Coast headquartered consulting firms. The team works in close partnership with institutional sales, relationship management and investment teams to deliver the full breadth of MSIM’s investment ideas and solutions.

The North American Institutional Consultant Relations Team is seeking a strategic, creative, results-oriented, and collaborative professional who can successfully drive results through deep relationship management across multiple decision makers and key constituents to deliver the full capabilities of MSIM’s investment platform, establish the firm’s brand as a leading provider of institutional public and private market solutions, and generate asset and revenue growth.

What you’ll do in the role

Develop and maintain best-in class relationships with research and field consultants and other key influencers at assigned consulting firms.Generate and monetize approval ratings through a deep understanding of assigned consultant firm’s market outlook and client asset allocation priorities.Proactively identify business development opportunities within a consultant’s client roster and coordinate with relevant institutional sales, relationship management, and investment team colleagues.  Target mandates through highly coordinated triangulation around research, field consultant and key influencers and actively participate in team strategy to close mandates through triangulation process.Anticipate challenges and marshal the firm’s resources to defend the firm’s existing client mandates.Keep investment consultants informed of important events related to MSIM’s investment strategies and effectively manage their expectations.Identify opportunities to enhance the consultant relationship through the introduction of relevant investment professionals, senior executives, and timely thought leadership.Effectively and consistently document interaction with consultants in the firm’s CRM system.Maintain a thorough understanding of assigned investment consulting firms, including their business strategy and competitors, client roster, key decision-makers/influencers and their biases, manager selection process, and communication preferences.Communicate competitive intelligence and market trends across MSIM’s institutional business unit.Work with internal partners to effectively manage all aspects of the investment and operational due diligence processes

What you’ll bring to the role

10 years plus of experience in financial services, with distribution experience in institutional distribution and/or consultant relations settingBachelor’s degreeFINRA Series 7 and 63 requiredStrong understanding of the capital markets along with experience executing on capital raisingExcellent communication and relationship building skills, team-oriented and collaborativeAbility to work well under pressure including a proven ability to multi-task and prioritizeKnowledgeable of current market trends and the competitive landscapeA problem-solver who demonstrates effective organization skills and follow-throughResults-oriented with a bias for action and innovationDeeply collaborative in their interaction with colleagues across the firm regardless of function or level; a team player

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

California
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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).