CareerPlan

Executive Director, Institutional Sales - West Coast

San Francisco, California, United States of AmericaFull-time$200k–$300k2026-10-22 → 2026-10-24
Based in United States

Core

Drive fundraising results and cultivate relationships with institutional asset owners across the West Coast for Morgan Stanley Investment Management's suite of public and private market solutions.

Role type

Senior IC institutional sales executive

Builds

Investment solutions including equities, fixed income, private credit, private equity, private real assets, and hedge funds

Domain

Asset Management / Institutional Sales

Required skills

Institutional sales, relationship management, public and private markets knowledge, client segmentation strategy, investment strategy articulation, mentorship

Preferred skills

None stated

Technologies

None stated

Responsibilities

Develop and maintain relationships with institutional asset owners (public pensions, corporate pensions, insurance, endowments, foundations, healthcare systems). Cultivate partnerships with internal stakeholders (Consultant Relations, Product Specialists, Marketing, Portfolio Management). Maintain detailed knowledge of investment strategies across public and private markets. Understand client investment objectives and provide tailored solutions. Provide mentorship to junior professionals.

Seniority

Senior, hands-on IC