Hybrid Senior National Accounts Relationship Manager

Posted 2 months ago

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About the role

  • Senior National Accounts Relationship Manager developing key relationships in investment management at Morgan Stanley. Focusing on growth, shelf space, and understanding client needs in a fast-paced environment.

Responsibilities

  • Develop meaningful professional relationships with key home office contacts and centers of influence, including executive leadership teams, sales management, product/program managers and others.
  • Build in-depth understanding of the full suite of MSIM and EV investment capabilities.
  • Coordinate new product launches and firm initiatives at covered firms.
  • Manage contract negotiations, selling agreements and financial terms between MSIM and EV and covered firms.

Requirements

  • Minimum of 7-10 years of experience in the investment management industry in similar and/or related roles.
  • Highly motivated and a self-starter with proven leadership skills.
  • Proven ability to work independently or part of a larger team, with measurable results in a fast paced, challenging environment.
  • Must be able to demonstrate proficiency in communicating esoteric and complex strategies.
  • Ability to drive results, positively influence and leverage relationships.
  • Excellent analytical, organizational, communication and interpersonal skills.
  • Travel as required by client and/or firm business needs.
  • Ability to accommodate a hybrid office schedule when not traveling for business.
  • Bachelor’s degree required, MBA preferred.
  • Additional investment designations such as CFA, CIMA, or CAIA strongly preferred.
  • Active FINRA Series 7, 65/66, & 63 licenses required.

Benefits

  • first-class service and high standard of excellence
  • commitment to diversity and inclusion
  • opportunity to work alongside the best and the brightest
  • support and empower employees
  • opportunity to move about the business

Job title

Senior National Accounts Relationship Manager

Job type

Experience level

Senior

Salary

$250,000 - $275,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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