Executive Director, Institutional Consultant Greater Denver, CO Area

The Company is seeking an Executive Director, Institutional Consultant to provide strategic guidance to institutional clients on retirement plans. Responsibilities include managing client relationships, leading meetings to review plan performance, and recommending tailored strategies for plan design, benchmarking, asset allocation, fees, and investment menus. The consultant will monitor investment managers and market trends, support fiduciary governance and regulatory compliance, and collaborate with internal teams on client service. The role also contributes to business growth through identifying opportunities and supporting proposals and presentations. Candidates must have a bachelor’s or master’s degree, be a CFA charterholder or candidate, and bring at least 10 years of experience in finance, asset management, or a related field. Strong knowledge of institutional retirement plans, including defined contribution and defined benefit plans, is required, along with analytical skills and fluency in investment concepts, statistics, and research. The role calls for excellent communication and presentation abilities, sound judgment, leadership, and the ability to engage confidently with senior executives. Candidates should be organized, detail-oriented, collaborative, comfortable in a fast-paced environment, and proficient with office software and investment research tools.

Hiring Company

Morgan Stanley