Relationship Manager, Investment Management

Morgan Stanley, a market leader in the U.S., Europe, Asia and emerging markets, has been re-defining the meaning of financial services since our founding in 1935. With our global reach and local presence, our firm brings expertise and resources to help meet clients' needs and challenges, as well as a commitment to sustainability, innovation, philanthropy, diversity and inclusion.

Morgan Stanley Investment Management (MSIM)
Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

For more than 40 years MSIM has provided client-centric investment and risk-management solutions to a wide range of investors and institutions. Our clients include corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. Investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. More than 20 investment teams are organized by capability: Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income and Global Liquidity.

Role: Relationship Manager

Highlights & Key Responsibilities:
• Partner with key Morgan Stanley Wealth Management (MSWM) stakeholders (Product, Research, Operations, Sales, Relationship management) to deliver MSIM products, solutions and services to clients of MSMW (long only & alternative products)
• "Be the voice of MSWM" within MSIM and help the collective leadership team shape our response and subsequent activity surrounding mutually beneficial initiatives (tactical and strategic)
• Develop robust communication routines & business reporting for key centers of influence (field to business groups) within MSWM to encourage ongoing dialogue
• Work with MSWM COIs to secure MSIM exposure at key events and ensure that budgeted dollars are spent efficiently
• Negotiate (as needed) and support platform contracts across the various MSIM product lines and services
• Act as central resource within MSIM for MSWM problem resolution across intermediary team
• Serve as the universal voice of MSIM for all engagement with MSWM to ensure streamlined connectivity across platforms
• Assist US Intermediary Distribution sales leadership in identifying and supporting sales initiatives / campaigns, providing sales team training, resolving sales-related issues, and giving updates on MSMW strategy and current events
• Support the implementation and negotiation of platform contracts across the various MSIM product lines (MFs, SMAs, MMFs)
• Partner with the MSIM LatAm and US Liquidity sales managers to coordinate efforts within MSWM
• Ensure connectivity across both MSIM and MSWM FCG and operations teams to ensure rev share is executed appropriately
• Partner with MSWM Management to identify tactical partnership opportunities, secure agenda time for MSIM in PWA Council meetings, arrange MSIM senior management road shows, and sponsor UHNW client events
• Maximize the impact of MSIM's event spend by developing an annual event calendar and framework that optimizes MSIM's exposure opportunities at the national and local levels
• Leverage MSWM's latest digital marketing tools and MSIM Marketing to increase exposure across MSWM
• Maintain the GIMA relationship by continuing open dialogue with GIMA senior management and analysts, while advocating for MSIM's products
• Establish open lines of communication with key centers of influence in MSWM product areas to stay on top of product trends and current events
• Partner with the MSWM product team to ensure MSIM products are available on all MSWM platforms
• Support LatAm sales leadership in advocating for MSIM offshore funds on potential offshore pricing changes and product rationalization, advocating for MSIM offshore funds within the MSWM platform
• Collaborate with MSWM CG and MSIM sales management to expand MSIM's custom investment and separately managed account capabilities and offer a unique MSIM products that address the needs of advisors and their clients

Qualifications:

Skills Required

• Bachelor's degree or equivalent
• Advanced degrees and/or designations a plus (MBA, JD, CFA)
• 10 + years of financial service experience
• Prior experience in national accounts/RM roles, product management and/or strategic /business consulting a plus
• Must have structural knowledge of (Mutual Funds, Separately Managed Accounts, Alternative Investments)
• Have and/or obtain securities licenses: Series 7, 63/66 or 65
• A results-oriented and extremely organized individual who can work alone or as part of a small team.
• Comfortable working with people at all organizational levels
• Must be able to work in a rapid and fast paced environment
• Must be self-starter and manage time efficiently and effectively
• Excellent oral and written communicator