# Executive Director & Head, Client Relationship Management - North America at Morgan Stanley

Morgan Stanley is hiring an Executive Director & Head, Client Relationship Management - North America in New York, United States. It pays $250k-$300k a year and Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/4e35b9c9-7891-4ab5-9211-5c6e227e3362?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. New York, New York, United States of America.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 38 out of 100)
- Location: New York, New York, United States of America
- Salary: $250k-$300k
- Posted: November 4, 2026
- Apply: https://jobsbylevel.com/go/4e35b9c9-7891-4ab5-9211-5c6e227e3362?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=executive-director-head-client-relationship-management-north-america-at-morgan-stanley-9cac99

## Description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $2 trillion in assets under management as of June 30, 2026. MSIM 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 further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im. The Client Relationship Management (CRM) Team is positioned within the Distribution (Sales and Marketing) division and has a global presence with individuals based in multiple locations across the US, EMEA and Asia. The CRM team collaborates with clients and internal partners to anticipate client needs, solve challenges, and unlock the firm’s full capabilities to help them achieve their investment goals. The team partners closely with colleagues across the organization to achieve this and provide governance and oversight for the implementation of all client requirements and related controls, including the onboarding of new business. We are seeking a senior relationship manager to lead our North American CRM team as we build lasting client relationships through exceptional service, sound judgment, and consistent follow-through. The successful candidate will lead the team through our transition to a new target operating model, bringing adaptability and resilience as the work evolves and ensuring clients remain well served throughout. The role balances team management with client coverage, including a personal allocation of key client relationships. It requires deep knowledge of the asset management industry, with a focus on institutional clients across a range of sectors, geographies and asset classes. Responsibilities Direct management of the team, providing day-to-day support, career guidance and professional development Represent the team to key internal stakeholders and senior management, ensuring accountability for deliverables Prioritize workload and allocate resources across the team Serve as first point of escalation, within the team and across the business, resolving issues in line with firm procedures and protocols Keep the team current on MSIM’s investment capabilities, partnering with Sales on business development and growth opportunities and with other organizational partners to design and implement solutions Lead the team’s participation in global client experience and integrated firm initiatives, contributing innovative ideas Partner with Business Administration colleagues to maintain an effective control environment and support change management and project initiatives Partner with Sales and Investment Teams to manage relationships with a defined set of key clients, coordinating cross-functionally to resolve client questions, issues and concerns Coordinate complex transactions and client requests, ensuring accurate and timely completion Host and participate in client meetings and forums Manage client complaints and risk incidents in line with regulatory and procedural protocols, partnering with functional teams to resolve concerns Support the Global CRM management team across all aspects of the function and contribute to its objectives Requirements Minimum of 10 years of relevant experience, including relationship management or client service roles at peer firms Advanced knowledge of investment management, client arrangements and asset classes, including private markets Track record of building and sustaining institutional client relationships Understanding of the competitive landscape and industry trends, with the ability to identify opportunities and deepen client engagement Proven ability to lead a team and drive organizational change and innovation Analytical ability to develop

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/executive-director-head-client-relationship-management-north-america-at-morgan-stanley-9cac99

Source: https://jobsbylevel.com/jobs/executive-director-head-client-relationship-management-north-america-at-morgan-stanley-9cac99

## Cite this page

Level. https://jobsbylevel.com/jobs/executive-director-head-client-relationship-management-north-america-at-morgan-stanley-9cac99.

Get job alerts: https://jobsbylevel.com/newsletter