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E*TRADE from Morgan Stanley · 3 months ago

Vice President, North America Institutional Sales, Investment Management

New York, New York, United States of America

Full-time

Onsite

Mid, Senior Level

$150K/yr - $200K/yr

6+ years exp

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations, providing a comprehensive suite of investment management solutions. The Vice President role focuses on driving fundraising results, developing client relationships, and collaborating with internal teams to deliver MSIM's investment ideas and solutions.

BankingFinanceFinancial Services

Responsibilities

Developing and maintaining relationships with institutional asset owners across the East (Northeast and Southeast) region of the United States. Client types include public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems

Cultivating strong relationships with the critical internal teams including consultant coverage, investment teams, client account management, marketing, compliance and legal

Maintain detailed knowledge of products across public and private markets to effectively position solutions to clients

Creating tailored content and client materials to position MSIM solutions

Strategically prospecting for new business, including the use of client relationship management (CRM) systems and data/analytics

Qualification

Institutional sales experienceClient relationship managementInvestmentMarkets acumenFINRA Series 7Private markets exposureInstitutional segmentsResults-oriented thinkerCollaborative environment experienceCommunication skillsOrganizational skills

Required

Ideally 6+ years plus of experience developing new client relationships at an asset management platform, with exposure to private markets asset classes

A history of helping successfully build and maintain client relationships with sophisticated asset owners

An understanding of institutional sales processes, including best practices working with consultant coverage and investment teams

Investment and markets acumen with the ability to synthesize, distill, and articulate investment strategies in a straightforward manner

An understanding of institutional segments such as corporate defined benefit, public pension systems, insurance, endowments, foundations, and healthcare systems

Excellent communication skills, both written and presentation skills

Very 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