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Vice President, Consultant Relations

AT Morgan Stanley
Morgan Stanley

Vice President, Consultant Relations

The North American Institutional Consultant Relations Team is seeking a thoughtful, articulate, results-oriented, and collaborative professional who can successfully drive results through deep relationship management across multiple decision makers and key constituents at an assigned roster of investment consulting firms to deliver the full capabilities of MSIM's investment platform, and establish the firm's brand as a leading provider of institutional solutions while generating asset and revenue growth. Develop and maintain best-in class relationships with research and field consultants and other key influencers at assigned investment consulting firms. Generate approval ratings and effectively position the firm's investment strategies and services for growth 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. Ability to travel for consultant meetings and conferences 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. 5-7 years of experience in financial services, with strategy/distribution experience in institutional and/or consultant relations setting Bachelor's degree. FINRA Series 7 and 63 required 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 Excellent communicator with exemplary interpersonal and writing skills 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 Deeply collaborative in their interaction with colleagues across the firm regardless of function or level; a team player 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. 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. Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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Job ID: Morgan-549784948326
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)