Institutional Consulting Services, Executive Director

Morgan Stanley • Atlanta, GA

1d

About The Position

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career—a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products. ICS includes $900+ billion of Institutional Assets. Morgan Stanley Institutional Investment Advisors LLC (MSIIA) was created in 2023 through the strategic acquisitions of Hyas Group LLC and Cook Street Consulting Inc. to facilitate the organic and inorganic growth of the Institutional Consulting business. We are seeking a highly motivated and experienced Institutional Consultant to join MSIIA as an Executive Director. In this role, you will provide strategic guidance to institutional clients on their retirement plans. Your expertise in retirement planning, investment strategies, and plan design will play a key role in helping clients meet their long-term retirement objectives while navigating complex regulatory and financial landscapes. This role will include attending client meetings with existing consultants for training purposes and existing consultant preparation/support. MSIIA provides exceptional, high-touch consulting services to its clients in a fast-paced entrepreneurial environment and requires a detail-oriented, driven individual with exemplary communication skills. Varying levels of experience will be considered, however a minimum of 5 years’ experience in finance, asset management or similar industries is required. We are looking for a full-time individual to fill this role but will consider part-time role depending on circumstances. To succeed in this role, you must be a CFA charterholder or CFA candidate.

Requirements

• Bachelor’s or Master’s degree
• CFA charterholder or CFA candidate
• Minimum 5 years’ experience in finance, asset management or similar industries
• Strong knowledge of retirement plan structures, including 401(k), 403(b), DB plans, and other institutional retirement solutions.
• Strong analytical background in financial industry
• Excellent interpersonal and communication skills
• Fluent in financial/investment concepts, statistics and research principles
• Strong presentation skills
• Exceptional ethical principals
• Comfortable conversing with C-level executives of major corporations and municipalities
• Strong leadership qualities
• Must be an organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
• Technologically competent including familiarity with Microsoft Office products and experience with investment research products (such as Morningstar, Bloomberg, etc.)

Responsibilities

• Client Relationship Management Serve as the primary point of contact for a portfolio of institutional clients, building strong, long-lasting relationships. Understand institutional clients’ unique retirement goals, needs, and challenges to provide tailored consulting and solutions. Lead client meetings to review retirement plan performance and provide strategic recommendations.
• Retirement Plan Strategy and Advisory Provide consulting on retirement plan design, including defined contribution (DC) plans, defined benefit (DB) plans and other plans. Develop and implement retirement plan strategies that optimize investment performance, enhance participant outcomes, and ensure compliance with regulatory standards. Advise clients on plan benchmarking, asset allocation, fee structures, and investment menu construction to ensure alignment with client goals and fiduciary responsibilities.
• Investment Consulting and Portfolio Management Analyze investment options and recommend appropriate asset allocation strategies based on clients’ risk tolerance, financial goals, and market conditions. Provide ongoing monitoring and due diligence of investment managers, portfolio performance, and market trends. Collaborate with internal teams to ensure investment strategies are aligned with retirement goals and regulatory requirements.
• Regulatory Compliance and Risk Management Stay updated on industry regulations, including ERISA, IRS guidelines, and other retirement-related legislation. Help clients navigate regulatory compliance issues, ensure adherence to fiduciary responsibilities, and mitigate risks associated with retirement plans. Assist in the development and implementation of governance frameworks to manage plan oversight and performance.
• Business Development and Growth Contribute to the Firm’s growth by identifying new business opportunities and expanding relationships with existing clients. Participate in proposal development and presentations for new client acquisitions. Collaborate with internal teams to ensure consistent messaging and service delivery across client engagements.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive