Morgan Stanley Logo

Morgan Stanley

Executive Director, Institutional Sales - West Coast

Reposted 20 Hours Ago
Be an Early Applicant
In-Office
San Francisco, CA, USA
200K-300K Annually
Senior level
In-Office
San Francisco, CA, 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.

Morgan Stanley Menlo Park, California, USA Office

2725 Sand Hill Rd, Suite 200, Menlo Park, CA 94025, Menlo Park, United States, 94025

Morgan Stanley San Francisco, California, USA Office

555 California St, San Francisco, CA, United States, 94104

Morgan Stanley San Francisco, California, USA Office

555 California Ave, San Francisco, CA, United States, 94130

Similar Jobs

2 Minutes Ago
Hybrid
69K-118K Annually
Entry level
69K-118K Annually
Entry level
Aerospace • Hardware • Information Technology • Security • Software • Cybersecurity • Defense
Designs, develops, integrates, and maintains manual and automated test equipment for electronic assemblies and systems supporting aircraft and ground vehicles. Responsibilities include test strategy development, circuit and hardware design, simulation, troubleshooting, verification, documentation, prototype integration, and technical reporting. The engineer works with senior personnel and cross-functional mechanical, electrical, software, and fabrication teams to meet technical, schedule, and cost objectives.
Top Skills: AdsAnalog ElectronicsCadence System CaptureComputer-Aided Design (Cad)Digital ElectronicsElectronic Test InstrumentsHfssLtspicePower ElectronicsPrinted Circuit Boards (Pcb)Software Integration
2 Minutes Ago
Hybrid
88K-150K Annually
Senior level
88K-150K Annually
Senior level
Aerospace • Hardware • Information Technology • Security • Software • Cybersecurity • Defense
The Senior Power Electronics Circuit Design Engineer designs, tests, and verifies power electronics for military and commercial aircraft, collaborating across disciplines to support product development and troubleshooting.
Top Skills: Ac/Dc Power SuppliesDc/Dc Power SuppliesLtspiceMathcadMatlabPspiceSimplis
3 Minutes Ago
Remote or Hybrid
150K-262K Annually
Senior level
150K-262K Annually
Senior level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Leads complex enterprise AI deployments and high-stakes go-live engagements, owns deployment playbooks and shared tooling, mentors engineers, establishes quality standards, captures reusable deployment knowledge, and partners with product and engineering teams. The role requires hands-on software development, customer-facing communication, AI and GenAI integration, prompt engineering, and production delivery experience.
Top Skills: Ai AgentsGenerative AiJavaJavaScriptNow AssistPrompt EngineeringPython

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account