Executive Director, Consultant Relations

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 setting
• Bachelor’s degree
• FINRA Series 7 and 63 required
• Strong understanding of the capital markets along with experience executing on capital raising
• Excellent communication and relationship building skills, team-oriented and collaborative
• Ability to work well under pressure including a proven ability to multi-task and prioritize
• Knowledgeable of current market trends and the competitive landscape
• A problem-solver who demonstrates effective organization skills and follow-through
• Results-oriented with a bias for action and innovation
• Deeply collaborative in their interaction with colleagues across the firm regardless of function or level; a team player

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