Wealth Management, Private Markets Client Solutions, VP

Morgan Stanley•South Jordan, UT

66d

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 this individual is responsible for providing world-class client service, deal management, product solutions, and operational support on private market liquidity transactions. 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.

Requirements

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

Nice To Haves

Certified Equity Professional (CEP) completion is an asset, but not required

Responsibilities

Directly lead deal planning and execution for private company liquidity events
Manage communication with senior decision makers at client companies and law firms
Serve as a Sr. project manager overseeing deal requirements, timelines, and reporting
Coordinate client coverage and deal pipeline management directly with Liquidity Sales
Leverage Client Success Management to augment support for liquidity events
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 wide solutions
Provide training and mentorship to Liquidity Transaction Specialists