The Client Relationship Management (CRM) team sits within Distribution (Sales & Marketing) and plays a core role in the management of client relationships across the full lifecycle — from onboarding through to ongoing servicing and strategic engagement. The team collaborates with clients and internal partners to anticipate client needs, solve challenges, and unlock the firm’s full capabilities to help them achieve their investment goals.
We are seeking to hire a locally based Vice President to join the EMEA CRM team, reporting directly to the Head of EMEA CRM. This individual will act as a trusted relationship manager and strategic partner to the Nordic Sales team, supporting key client relationships across the Nordic region.
The role is highly collaborative and client-facing, requiring close proximity to local Sales colleagues and clients, a strong understanding of local market dynamics and regulatory requirements, and the ability to support complex client needs across segregated mandates, pooled vehicles and multiple asset classes (public and private markets).
Key Responsibilities
Client Coverage & Relationship Management
Act as a key contact for an assigned set of (primarily) institutional clients (e.g. insurance, pension and family offices), partnering closely with Sales colleagues to support the acquisition, development and servicing of long-term client relationships.
Support clients invested across segregated mandates (SMAs) and mutual funds, across both public and private market strategies, with a strong understanding of differing operational, governance, and reporting requirements. Partner with Sales, Investment and Infrastructure teams (e.g. operations, legal & compliance, etc.) to:
Facilitate client onboarding and amendment activities, KYC/AML (leveraging knowledge of local requirements), distribution of contractual and other documentation to clients and facilitation of responses
Facilitate client outreach exercises, for example in the case of regulatory or business notifications
Address client requests: reporting, data feeds, benchmark updates, exclusions, etc.
Address client enquiries, coordinate responses, and ensure timely and high-quality delivery on client requests
Facilitate operational account management
Assist in the coordination and execution of complex client transactions and bespoke client requirements.
Participate in and host client meetings, due diligence sessions, and portfolio review meetings as required.
Serve as the key point of contact locally for reporting, performance data and regulatory documentation.
Sales Partnership & Local Market Expertise
Operate as a close partner to local Sales teams, supporting client engagement in the local language(s) and strengthening MSIM’s in-market client presence.
Demonstrate deep understanding of local client and regulatory requirements, market practices, and client expectations to ensure compliant and appropriate client solutions.
Support new business initiatives by contributing CRM expertise to pitches, RFPs, onboarding discussions, and early-stage mandate structuring.
Governance, Risk & Controls
Ensure client activity is managed in accordance with MSIM’s governance framework, internal policies, and regulatory obligations.
Support the identification, escalation, and resolution of client issues, complaints, and risk incidents in partnership with relevant functional teams.
Contribute to change management initiatives impacting clients, ensuring appropriate risk assessment and client outcomes.
Collaboration & Contribution to the CRM Function
Work closely with colleagues across the full suite of internal functions to deliver an integrated client experience.
Contribute to broader EMEA and global CRM initiatives, process improvements, and client experience enhancements.
Demonstrate strong judgment, accountability, and a client-centric mindset while acting as a positive culture contributor.
Required Experience & Skills
Relevant experience within asset management, banking, or financial services, including client relationship management or client servicing roles.
Strong understanding of institutional asset management, with experience across segregated mandates and pooled vehicles, across both public and private asset strategies.
Demonstrated ability to support and manage client relationships in close partnership with Sales teams.
Familiarity with local regulatory environments, market structures, and institutional client expectations in the Nordic region.
Ability to operate effectively in a fast-paced, highly matrixed organisation with a dynamic approach to a variable and evolving workload
Excellent interpersonal and communication skills, with the ability to engage credibly with senior clients and stakeholders.
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Bachelor’s degree or equivalent. Is there a local term for a bachelor’s degree or equivalent education?
Language Skills
Fluency in English and Danish or another Nordic language is required. Familiarity with multiple Nordic languages is a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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