FCG Sales​/Institutional Consultant - Executive Director

About Us:

Morgan Stanley is a leading global financial services firm, providing a wide range of investment banking, securities, investment management and wealth management solutions to clients worldwide, including corporations, governments and individuals, from offices in 42 countries.

The Fiduciary Consulting Group at Morgan Stanley (“FCG”) is the Firm’s institutional RIA business, which consults on over $200 billion of institutional assets, primarily in the strategic retirement segment. With deep experience and personalized service, FCG’s consultants help clients navigate complex fiduciary landscapes and empower them to position their organizations and employees for financial success, leveraging world-class thought leadership and robust participant education and engagement.

As a market leader, Morgan Stanley views the talent and passion of our people as critical to our success. Together, we share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and prosper.

Position Overview:

We are seeking a highly motivated and experienced Institutional Consultant to join FCG 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 10 years’ experience in finance, asset management or similar industries is required.

This is ideally a full-time position, but we will consider a part-time role depending on circumstances. To succeed, you must be a CFA charter holder or CFA candidate.

PRIMARY 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…