Morgan Stanley
Sr. UHNW Sales Specialist - Executive Director
$150K–$250K
San Francisco, California · On-site · Director · Full-time · Posted Jul 17, 2026
- Experience
- Minimum 7-10 years of experience in private banking or commercial banking in lending origination and credit analysis.
- Education
- Bachelor’s Degree required; Advanced degree preferred.
About the job
Grows ultra-high-net-worth banking business by advising and supporting financial advisors and private bankers on lending, deposits, and client opportunities.
What you'll do
- Lead advisor engagement and business development for UHNW lending and deposit solutions, including identifying and capturing opportunities.
- Advise on sophisticated client transactions and provide education, structuring guidance, and execution support for lending and deposit products.
- Partner with regional leadership and mentor a UHNW Specialist to support market growth and team development.
What they ask for
- Bachelor’s Degree required.
- Minimum 7-10 years of experience in private banking or commercial banking in lending origination and credit analysis.
- Proven new business development / origination experience with Lending products.
- Advanced knowledge of UHNW credit solutions and strong understanding of liquidity management, deposit gathering, and tailored lending strategies.
Nice to have
- Advanced degree preferred.
Pay
USD $150,000 to $250,000 per year (base salary)
Model-written summary · the original posting is authoritative