# Sr. UHNW Sales Specialist - Executive Director at Morgan Stanley

Morgan Stanley is hiring a Sr. UHNW Sales Specialist - Executive Director in San Francisco, United States. It pays $150k-$250k a year and Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/59fb3b39-aa94-495c-b16c-f6389c472433?utm_medium=ai-agent).

AI Level 1, AI centrality 0 out of 100. San Francisco, California, United States of America.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 0 out of 100)
- Location: San Francisco, California, United States of America
- Salary: $150k-$250k
- Posted: July 17, 2026
- Apply: https://jobsbylevel.com/go/59fb3b39-aa94-495c-b16c-f6389c472433?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=sr-uhnw-sales-specialist-executive-director-at-morgan-stanley-5a4863

## Prepare for this job

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## Description

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Morgan Stanley Private Bank, NA is seeking a high potential candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors in order to further enhance the UHNW client segment by providing support in the areas of business development and lending. Job Description/Position Responsibilities: Partner with Private Banker and Financial Advisor/Private Wealth Advisor to support the Firm’s goal of providing private banking products to Ultra High Net Worth clients and/or prospects Partner with the Regional Sales Manager to identify market trends, advisor engagement opportunities and business development initiatives that support regional growth objectives. Establish a reputation of execution and excellence while maintaining confidence of the Private Banker, Financial Advisor/Private Wealth Advisor and Firm Management Partner with Financial Advisors/Private Wealth Advisors to profile their client base, identify and analyze business opportunities and build product awareness in order to succeed in growing new banking revenue. Lead advisor engagement efforts by partnering with Financial Advisors and Private Wealth Advisors to profile client bases, identify complex banking opportunities, develop business plans and increase adoption of UHNW lending and deposit solutions. Serve as a market leader in UHNW deposit and lending education, extraction, and execution in collaboration with Private Bankers, Financial Advisors, and clients. Lead execution of UHNW deposit initiatives within assigned markets by partnering with advisors, Private Bankers and market leadership to identify, prioritize and capture liquidity opportunities. Collaborate with internal deposit teams to structure sophisticated client depository strategies to benefit the UHNW client segment. Responsible for driving growth across all UHNW Lending products – Mortgage, Securities Based Lending, and Non Purpose Lending; Tailored Lending Serve as a subject matter expert for UHNW lending and deposit solutions, providing education, transaction guidance and strategic consultation to advisors, Private Bankers and clients. Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship Partners, develops and mentors the UHNW Specialist (VP) to grow skills sets and deliver banking and lending products more efficiently to the assigned territory. Interview prospects & clients in joint meetings with Private Bankers and Financial Advisors/Private Wealth Advisors. Pre-screen appropriate transactions and communicate with Private Bankers and/or Financial Advisor/Private Wealth Advisors regarding opportunities Manage expectations through active communication with Private Bankers and Financial Advisors/Private Wealth Advisors Qualifications: Bachelor’s Degree required; Advanced degree preferred Minimum 7-10 years of experience in private banking or commercial banking in lending origination and credit analysis Proven new business development / origination experience with Lending products is required Advanced knowledge of UHNW credit solutions including securities-based loans, residential mortgage products, home equity lines of credit, and commercial real estate lending. Strong understanding of UHNW liquidity management, deposit gathering and tailored lending strategies. Experience in understanding the

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