Vice President, Deal Lead - Morgan Stanley Private Markets

Morgan Stanley • South Jordan, UT

28d

About The Position

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 ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry. Based out of our South Jordan, Utah office we are looking to hire a Vice President, Deal Lead who is responsible for planning and executing transactions for our Private Company Liquidity Desk. This role will be critical in driving client and business outcomes. You will have the opportunity to work and collaborate with multiple teams across Sales, Technology, Relationship Managers and Product to facilitate the best possible client experience for our customers within the private markets.

Requirements

• Certified Equity Professional (CEP) level 3 certification is highly recommended
• Bachelor’s degree
• 6+ years experience in capital markets, banking, or financial services
• Ability to project manage complex events
• Ability to work through ambiguity and drive clarity for your team and stakeholders
• Ability interpret legal documentation, equity plan documents, and tax guidance
• Strong analytical background, attention-to-detail, and problem-solving skills
• Comfortable working in a fast-paced and evolving environment which includes ongoing learning and training opportunities

Responsibilities

• Directly lead the deal planning and execution for private company liquidity events
• Oversee assigned deal team support staff to execute private company transactions
• Manage communication with senior decision makers at client companies and law firms
• Provide expertise on equity stock plan awards, configurations, and reporting
• Conduct demos using Shareworks to demonstrate platform capabilities and UX
• Act as a Sr. project manager overseeing deal requirements, timelines, and reporting
• Successfully deliver client-based liquidity solutions to enhance overall client relationship
• Partner with product and software development to enhance liquidity product offerings
• Identify automation opportunities to drive scale and reduce risk for liquidity business
• Proactively identify operational issues and drive business solutions
• Provide training and mentorship to support staff within assigned deal team

Benefits

• We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.
• Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
• At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
• Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
• We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
• There’s also ample opportunity to move about the business for those who show passion and grit in their work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees