Executive Director & Head, Client Relationship Management - North America
Quick Summary
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history,
Responsibilities
~1 min read- →Direct management of the team, providing day-to-day support, career guidance and professional development
- →Represent the team to key internal stakeholders and senior management, ensuring accountability for deliverables
- →Prioritize workload and allocate resources across the team
- →Serve as first point of escalation, within the team and across the business, resolving issues in line with firm procedures and protocols
- →Keep the team current on MSIM’s investment capabilities, partnering with Sales on business development and growth opportunities and with other organizational partners to design and implement solutions
- →Lead the team’s participation in global client experience and integrated firm initiatives, contributing innovative ideas
- →Partner with Business Administration colleagues to maintain an effective control environment and support change management and project initiatives
- →Partner with Sales and Investment Teams to manage relationships with a defined set of key clients, coordinating cross-functionally to resolve client questions, issues and concerns
- →Coordinate complex transactions and client requests, ensuring accurate and timely completion
- →Host and participate in client meetings and forums
- →Manage client complaints and risk incidents in line with regulatory and procedural protocols, partnering with functional teams to resolve concerns
- →Support the Global CRM management team across all aspects of the function and contribute to its objectives
Requirements
~1 min read- Minimum of 10 years of relevant experience, including relationship management or client service roles at peer firms
- Advanced knowledge of investment management, client arrangements and asset classes, including private markets
- Track record of building and sustaining institutional client relationships
- Understanding of the competitive landscape and industry trends, with the ability to identify opportunities and deepen client engagement
- Proven ability to lead a team and drive organizational change and innovation
- Analytical ability to develop solutions that strengthen relationships and improve business processes
- Proven ability to operate in a complex, fast-paced, high-volume environment
- Excellent communication and interpersonal skills, with the ability to engage and influence senior stakeholders and clients
- Methodical, detail-oriented approach
- FINRA Series 7 & 63 Required
- Bachelor’s degree or equivalent; MBA and/or CFA preferred
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 $250,000 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.
Location & Eligibility
About this job
- Pay per year
- $250,000–$300,000 a year
- 302% above the $68,380 median for Other jobs on Jobera (136,816 salaries).
- Who can apply
- United States
- Posted
- Today
Listing Details
- Posted
- November 4, 2026
- First seen
- November 4, 2026
- Last seen
- November 4, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 63%
- Scored at
- November 4, 2026
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