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Global Liquidity Solutions- Regional Sales / Relationship Manager- Western Region

Global Liquidity Solutions- Regional Sales / Relationship Manager- Western Region

Morgan StanleySan Francisco, CA, US
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Sales And Relationship Management Position

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has more than 585 investment professionals around the world and over $1.7 trillion in assets under management. MSIM Global Liquidity Solutions Group is a liquidity management team comprised of dedicated portfolio management, trading, client service, product, sales, and relationship management professionals. We empower treasury professionals to achieve their unique objectives with a suite of industry leading market expertise, technology, and investment solutions. The platform currently manages over $400 billion for a diverse group of clients. We are recruiting and sales and relationship management person to cover a defined group of corporate and municipal clients across a 17 state territory anchored in California. The qualified candidate will execute a dual focused strategy focused on new business development alongside client retention and growth. The sales and relationship management efforts will focus on CashInvest platform (a MMF and cash management portal) and the supporting fund and separate account solutions. The position is supported by a dedicated sales desk, product management group, and cross-divisional sales team.

The primary functional responsibilities are as follows :

  • Proactively manage and grow existing client relationships
  • Develop a ground-up sales / business development plan for a defined group of corporate and municipal prospects across the geography
  • Coordinate closely with MS Investment Banking and Capital Markets
  • Coordinate and partner as needed with the existing San Fran based Large Market sales person
  • Develop and organize marketing opportunities within the territory
  • Undertake a disciplined territory management effort

Requirements and Qualifications :

  • Bachelor's degree
  • Deep knowledge of the corporate treasury and cash management space
  • Sales experience preferred desire to sell and build relationships required
  • Knowledge of the money markets and liquidity funds
  • Travel required
  • Excellent communication skills
  • Have or obtain Series 7 license
  • The position is based on the West Coast and we are flexible on the office location.

    WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

    Expected base pay rates for the role will be between $125,000 and $175,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

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    Regional Sales • San Francisco, CA, US

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