Senior Institutional Investment Strategist - Head of Graystone Consulting Investment Office

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 21 Oct 18

Senior Institutional Investment Strategist - Head of Graystone Consulting Investment Office

Position Summary:

The Graystone Consulting Investment Office is responsible for providing best-in-class investment advice and solutions for institutional clients. The role will dually report to the Head of Wealth Management Investment Resources as well as the Head of the Consulting Group.


  • Serve as the lead institutional investment strategist in support of the Graystone Consulting business
  • Interface with institutional clients and prospects and communicate Morgan Stanley market views and investment strategies (tailored to our institutional clients)
  • Lead development of institutionally-focused intellectual capital & original thought leadership
  • Partner with Graystone advisor teams in business development efforts (including finals presentations) as well as ongoing client relationship management (this is a client facing role which will require travel)
  • Support the large-market 401K consulting business through development of thought leadership / collateral as well as advice on investment menu design


Knowledge and Skills Required:
The candidate should have significant (15+ years) investment / asset management related experience & previous experience in a senior role within the investment consulting industry. Additionally, the candidate should bring expertise in the large market 401k space. Ideally the candidate should have a graduate degree (MBA, MS) or other professional designations such as CFA or CAIA. The candidate must be appropriately licensed (Series 7, 63, 65, etc.).

  • Demonstrated ability to serve as a thought leader in the institutional space
  • Exemplary verbal and written communication skills
  • Experience presenting to small and large audiences and must be comfortable in one-on-one clients meetings
  • Experience with the unique needs of various client types including publics, unions, foundations and endowments, corporates, etc.
  • Excellent client relationship management skills.
  • Detail oriented with an ability to multi-task and handle multiple priorities
  • Leadership skills and the ability to work as a team player across all channels and functions.
  • Ability to think strategically.
  • Anticipated travel (~25%)