The Equity Structuring group (EQS) within Private Wealth Management (PWM) is seeking a Vice President for the Single Stock Structuring team. This role focuses on equity derivative structuring and capital markets transactions, aiming to drive the growth of the global equity derivatives franchise. The Vice President will act as a strategic partner to private wealth advisors and institutional clients, leading complex transaction execution and platform innovation. This position offers high visibility, cross-functional leadership, and the opportunity to directly impact revenue generation. The team works with clients who have concentrated single stock positions to deliver bespoke solutions, considering investment objectives, risk tolerance, liquidity needs, tax sensitivity, estate planning, time horizon, and market opportunities. Discussions often occur before and after significant corporate events like IPOs and M&A. The role involves marketing and structuring equity derivative and capital markets transactions, primarily focused on monetization and hedging strategies, in partnership with private wealth advisors, their clients, and their outside tax and legal advisors. Responsibilities span the entire transaction lifecycle: marketing, client education, structuring and pricing, execution, and ongoing client dialogue. Additional duties include creating presentation materials, working on client prospecting and transaction sourcing projects, and collaborating with engineering colleagues to build tools that enhance workflows.
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Job Type
Full-time
Career Level
Mid Level