Ex - Retail Partnerships Coordinator managing retail partnerships in Switzerland for consumer activations. Collaborating with third - party agencies to enhance consumer engagement.
About the role
- Executive Director managing Fixed Income Sales at Morgan Stanley Investment Management. Responsible for cultivating high-value relationships and driving revenue growth within institutional clients.
Responsibilities
- Serve as the primary point of contact for key institutional clients, acting as a trusted advisor to understand their investment needs and ensure client satisfaction.
- Develop a business development plan for a defined group of Fixed Income Intermediaries and Investors.
- Identify and pursue new business opportunities, grow assets under management (AUM) and meet or exceed revenue targets.
- Deliver tailored market updates, portfolio reviews, and investment solutions to senior-level decision-makers.
- Partner with portfolio managers, product specialists, and marketing teams to develop investment strategies and enhance client coverage.
- Lead, mentor, and coach junior sales staff and ensure all sales activities strictly comply with regulatory requirements.
Requirements
- Minimum of 10+ years of experience in fixed income sales, institutional relationship management, or portfolio management.
- Deep understanding of fixed income markets, including credit, interest rates, structured finance, and active/passive strategies.
- Exceptional communication, negotiation, and presentation skills, with a proven ability to manage complex relationships.
- Demonstrated leadership capabilities, with experience in managing or mentoring teams.
- Bachelor’s degree required.
- CFA designation or MBA is preferred.
- Series 7 License required.
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
- Other special perks reserved for our employees
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