Sr. UHNW Sales Specialist - Executive Director

Our Insights Personal Finance Market Trends Technology & Disruption Sustainability Diversity & Inclusion What We Do Wealth Management Investment Banking & Capital Markets Sales & Trading Research Investment Management Morgan Stanley at Work Sustainable Investing Inclusive Innovation About Us Core Values Leadership History Locations Diversity Sustainability Giving Back Technology Careers Students & Graduates Experienced Professionals LanguageEnglishFrench Single PositionView All JobsSr. UHNW Sales Specialist - Executive DirectorSan Francisco, California, United States of AmericaApply NowFind out how well you match with this jobUpload your resumeJob descriptionEmployment TypeFull timeJob LevelExecutive DirectorPosted DateJul 16, 2026Morgan 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 candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors in order to further enhance the UHNW client segment by providing support in the areas of business development and lending.Job Description/Position Responsibilities:   Partner with Private Banker and Financial Advisor/Private Wealth Advisor to support the Firm’s goal of providing private banking products to Ultra High Net Worth clients and/or prospectsPartner with the Regional Sales Manager to identify market trends, advisor engagement opportunities and business development initiatives that support regional growth objectives.Establish a reputation of execution and excellence while maintaining confidence of the Private Banker, Financial Advisor/Private Wealth Advisor and Firm ManagementPartner with Financial Advisors/Private Wealth Advisors to profile their client base, identify and analyze business opportunities and build product awareness in order to succeed in growing new banking revenue. Lead advisor engagement efforts by partnering with Financial Advisors and Private Wealth Advisors to profile client bases, identify complex banking opportunities, develop business plans and increase adoption of UHNW lending and deposit solutions.Serve as a market leader in UHNW deposit and lending education, extraction, and execution in collaboration with Private Bankers, Financial Advisors, and clients. Lead execution of UHNW deposit initiatives within assigned markets by partnering with advisors, Private Bankers and market leadership to identify, prioritize and capture liquidity opportunities.Collaborate with internal deposit teams to structure sophisticated client depository strategies to benefit the UHNW client segment.Responsible for driving growth across all UHNW Lending products – Mortgage, Securities Based Lending, and Non Purpose Lending; Tailored LendingServe as a subject matter expert for UHNW lending and deposit solutions, providing education, transaction guidance and strategic consultation to advisors, Private Bankers and clients.Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationshipPartners, develops and mentors the UHNW Specialist (VP) to grow skills sets and deliver banking and lending products more efficiently to the assigned territory.Interview prospects & clients in joint meetings with Private Bankers and Financial Advisors/Private Wealth...