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…