Strategic Client Management – Head of Business Owner Solutions (Executive Director)
About The Position
Integrated Firm Management: Strategic Client Management – Head of Business Owner Solutions Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethos. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper. Morgan Stanley's Strategic Client Management (SCM) plays a pivotal role in driving Morgan Stanley’s Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth. The role emphasizes accountability, innovation, and leveraging Morgan Stanley’s global resources to deliver tailored solutions for clients. This role is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork. Role Summary The Head of Business Owner Solutions will serve as a senior coverage officer within SCM, dedicated to deepening and managing connections with Financial Advisors (FAs) and their clients—including founders, business owners, and executives. This role centers on understanding clients’ unique needs and effectively communicating the comprehensive solutions available through Morgan Stanley, as well as select third-party strategic partners. The Head of Business Owner Solutions will play a critical role in articulating how these resources can support clients considering investment banking or capital markets transactions, ensuring they receive tailored guidance and access to the full suite of Morgan Stanley’s capabilities.
Requirements
- Minimum 15 years of coverage and execution experience in investment banking or capital markets
- Demonstrated success in building and maintaining long-term, trust-based relationships with key internal stakeholders and clients
- Proven ability to engage with clients and Financial Advisors (ideally) in a strategic, consultative manner
- Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities
- Strong interpersonal and communication skills with the ability to influence and collaborate across teams; dynamic public speaking and effective presentation skills.
Nice To Haves
- FINRA licenses (e.g., S7, S63) preferred.
Responsibilities
- Partner with Financial Advisors to provide solutions to business owners, founders and executives in need of investment banking and capital markets advisory services, serving as a senior liaison to facilitate the transaction process and maximize cross-divisional collaboration, with a focus on middle market solutions
- Design and implement a comprehensive approach to educate and train Financial Advisors about the full suite of solutions available to their business owner, founder and executive relationships across Morgan Stanley and select third-party strategic partners
- Leverage internal client data and external market intelligence to help Financial Advisors identify clients who may benefit from these solutions and provide actionable insights to support proactive outreach
- Partner with Financial Advisors to host roundtables, networking events, and educational forums for business owners and founders. Feature Morgan Stanley subject matter experts and third-party partners to showcase capabilities and foster deeper client engagement.
- Develop Financial Advisor and client-facing marketing materials and newsletters, highlighting industry and markets trends, and success stories
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
