Private Banking Group Market Executive Director

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 sales executive to own regional initiatives.  The PBG Market Executive will be responsible for driving local sales strategies as well as owning talent development for the PBG Sales Team members in their Region.  

Job Description/Position Responsibilities    

• Identify, create and implement sales and marketing strategies, tactics and initiatives within their designated markets, to increase product awareness, engagement and penetration to achieve stated goals and objectives. 

• Lead/partner with Region Manager (RM) and Market Managers (MM) to proactively drive key sales and marketing priorities to achieve defined business objectives and targets.

• Identify and execute immediate action plans for underperforming markets; overseeing weekly progress towards plan

• Develop strong partnerships with WM field management (Market Executives, Market Managers, BDMs, etc) to co-own and deliver private banking strategies.

• Partner with RM to lead ongoing MM/Banker talent/performance assessments and centralize/oversee regional recruiting process to identify, source and establish contact with potential candidates.

• Partner with COO Learning & Development Team to prioritize & deploy training programs for each job family

• Ensure adherence to all regulatory and compliance procedures.

• Member of MSPBNA Sales Management team.  Participate in business planning and strategy for Sales.

Qualifications:

• Minimum of 10 years of successful business development experience in lending, deposit and cash management products with an investment, commercial or private bank

• Minimum of 5 years managing a business development team within an investment, commercial or private bank is preferred

• Proven new business development / origination experience with Lending products

• Experience in understanding the financial needs of all types of clients

• Completion of formal credit training strongly preferred

• Bachelor’s Degree

Skills/Abilities:

• Proven people and project management skills.  Motivates direct reports and partners to action.

• Demonstrate positive initiative, leadership and comfort working in a fast-paced environment

• Possess excellent oral and written communication skills.  Exceptional presentation skills. 

• Strong interpersonal collaboration and team skills including working with cross-functional teams. 

• Strong analytical skills, performance and metrics tracking.

• Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances.

• Detail orientation with strong organizational and analytical skills

• Strong relationship building ability with PBs, MSSB Division Directors, FAs, Branch Managers, Clients, Product Specialists and matrix partners

• Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Colorado

Salary range for the position: $150,000 - $250,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 9/15/2026, but may be extended depending on whether a candidate has been selected.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.