Morgan Stanley

Executive Director – Relationship Manager, Fixed Income Sales

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Chicago • California • Illinois • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $200,000 - $300,000 per year

Job Level

Lead

About the role

  • Serve as the primary point of contact for key institutional clients, acting as a trusted advisor to understand their investment needs and ensure client satisfaction.
  • Develop a business development plan for a defined group of Fixed Income Intermediaries and Investors.
  • Identify and pursue new business opportunities, grow assets under management (AUM) and meet or exceed revenue targets.
  • Deliver tailored market updates, portfolio reviews, and investment solutions to senior-level decision-makers.
  • Partner with portfolio managers, product specialists, and marketing teams to develop investment strategies and enhance client coverage.
  • Lead, mentor, and coach junior sales staff and ensure all sales activities strictly comply with regulatory requirements.

Requirements

  • Minimum of 10+ years of experience in fixed income sales, institutional relationship management, or portfolio management.
  • Deep understanding of fixed income markets, including credit, interest rates, structured finance, and active/passive strategies.
  • Bachelor’s degree required.
  • CFA designation or MBA is preferred.
  • Series 7 License required.
Benefits
  • Medical
  • Prescription Drug
  • Dental
  • Vision
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life Insurance
  • Disability and Other Insurance Plans
  • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually)
  • 10 Paid Holidays
  • 401(k)
  • Short/Long Term Disability
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
fixed income salesinstitutional relationship managementportfolio managementcredit analysisinterest rates analysisstructured financeactive strategiespassive strategiesbusiness developmentrevenue generation
Soft Skills
client satisfactiontrusted advisormentoringcoachingcommunicationleadershipcollaborationstrategic thinkingproblem-solvingclient coverage
Certifications
CFAMBASeries 7 License