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Role Description
The Consultant Relations Executive Director role will focus on driving results across MSIM’s robust platform through an assigned group of West Coast headquartered consulting firms.
- 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.
Qualifications
- 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.
Benefits
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.
Company Description
Morgan Stanley Investment Management (MSIM) is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors and institutions worldwide.
- MSIM manages portfolios of private equity, private credit, hedge funds, real estate, real assets, and multi-asset alternative investments.
- The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform.
- MSIM offers its clients personalized attention and access to the global resources of Morgan Stanley.
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