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Executive Director, Institutional Client Service & Consultant Relations - Atlanta Capital

Executive Director, Institutional Client Service & Consultant Relations - Atlanta Capital
Atlanta, Georgia, United States of America
·
On-site
·
Full-time
·
3w ago
Benefits & Perks
•Healthcare
•401(k)
•Equity
•Healthcare
•401k
•Equity
Required Skills
Relationship Management
Capital Raising
Investment Knowledge
Sales
Salesforce CRM
The Atlanta Capital Management Team seeks to invest in companies with a demonstrated history of consistent growth and stable earnings. In fixed income, they emphasize securities with stable and predictable cash flows, and low credit and event risk. The team strives to provide this consistency as an asset to our clients for their investment needs. It’s part of the teams’ commitment to lasting relationships and long-term growth.
The Executive Director is responsible for actively developing new and expanding existing institutional consultant relationships primarily in U.S. marketplace, with an explicit focus on new client acquisition across all Institutional market channels - pension consultant, public funds, corporate, E&F, Taft Hartley, and Insurance companies. This individual will serve as the primary relationship manager for a defined set of institutional clients, as well as assist the Head of Distribution and Client Service in enhancing Atlanta Capital’s Institutional business by implementing comprehensive sales, marketing, and client service programs.
Working closely with senior members of the Atlanta Capital and MSIM, the Executive Director will be responsible for implementing integrated marketing and sales plans, generating sales leads, and ensuring continuity and process excellence in client communication and services. The role is a critical strategic position for Atlanta Capital and will further advance the firm’s presence as a leading provider of high-quality investment solutions.
What you will do in the role:
- Act as a pivotal member of the Institutional Client Service and Consultant Relations team, supporting Atlanta Capital’s U.S. Institutional business.
- Independently cultivate and strengthen relationships with institutional clients through strategic meetings focused on investment strategy, account performance, new product offerings, and market developments.
- Lead both in-person and virtual engagements with current and prospective clients to drive meaningful dialogue and business outcomes.
- Serve as the primary point of contact for a select portfolio of sophisticated institutional accounts, ensuring exceptional service and responsiveness.
- Leverage advanced technology tools to proactively source, engage, and nurture relationships with clients, prospects, and field consultants.
- Identify, pursue, and secure new institutional mandates and relationships to expand Atlanta Capital’s institutional footprint.
- Foster long-term client partnerships that generate sustained business development opportunities.
- Collaborate closely with internal stakeholders, including portfolio managers, analysts, and portfolio specialists to deliver integrated solutions and insights.
- Represent Atlanta Capital at industry conferences and events, generating high-quality prospect interactions.
- Enthusiastically and effectively articulate Atlanta Capital’s investment strategies to both existing and prospective clients, as well as field consultants.
What you bring to the role:
- Minimum of 10–15 years of experience in a multi-product financial services firm, with prior institutional asset management experience required.
- Demonstrated knowledge of and established relationships with field consultants.
- Proven, quantifiable track record of capital raising through new client acquisition.
- Strong investment acumen and technical proficiency across asset classes and strategies.
- Trusted industry relationships and a robust professional network.
- Exceptional communication and relationship-building skills; collaborative and team-oriented.
- Deep understanding of current market trends and the competitive landscape.
- Highly collaborative across functions and levels; a true team player.
- Strategic thinker with the ability to execute tactically.
- Self-motivated, passionate, and entrepreneurial mindset.
- Demonstrated ability to identify, cultivate, and raise assets from new business prospects across multiple market cycles.
- Proficiency with Salesforce CRM or similar platforms.
- Excellent presentation and communication skills, both written and verbal.
- Willingness and ability to travel extensively (anticipated at least 50%).
- Bachelor’s degree required; MBA or CFA designation strongly preferred.
Who you are:
- Operates with a strong sense of ethics and integrity in your interactions with others and decision making.
- Takes accountability and ownership in your work with a focus on long-term value creation.
- Track record of fostering a culture of honesty, transparency and accountability within teams.
- Proven ability to collaborate across teams to deliver optimal solutions for clients.
- A passion for innovation, with a continuous improvement mindset to drive excellence.
- Respect for individual differences, with an openness to diverse perspectives.
- Engagement in community service, volunteering or corporate citizenship initiatives.
- Commitment to mentoring and supporting professional growth of others.
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.
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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About Morgan Stanley

Morgan Stanley
PublicA financial services company that offers securities, asset management, and credit services.
10,001+
Employees
New York
Headquarters
Reviews
3.5
4 reviews
Work Life Balance
3.0
Compensation
2.5
Culture
3.2
Career
3.0
Management
3.0
35%
Recommend to a Friend
Pros
Skills evaluation through business plans and projects
Direct access to senior leadership interviews
Conversational interview format
Cons
Automated resume screening system issues
Focus on formatting over qualifications
Compensation concerns and salary expectations
Salary Ranges
11,766 data points
Junior/L3
Director
Junior/L3 · Operations Analyst
441 reports
$83,240
total / year
Base
$76,802
Stock
-
Bonus
$6,438
$60,778
$115,186
Interview Experience
6 interviews
Difficulty
3.0
/ 5
Duration
21-35 weeks
Experience
Positive 16%
Neutral 84%
Negative 0%
Interview Process
1
Initial screening (HR/HireVue)
2
Technical rounds
3
Manager/Senior leadership interviews
4
Final round/Superday
Common Questions
Technical knowledge assessment
Behavioral questions
Role-specific scenarios
Leadership and teamwork examples
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