Strategic Client Management – Head of Business Owner Solutions (Executive D at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Feb, 26

Salary

275000.0

Posted On

26 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Banking, Capital Markets, Client Relationship Management, Sales, Negotiation, Interpersonal Skills, Public Speaking, Presentation Skills, Data Analysis, Market Intelligence, Networking, Thought Leadership, Consultative Engagement, Cross-Divisional Collaboration, Event Planning, Trust-Based Relationships

Industry

Financial Services

Description

Opportunity Origination: 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 Data-Driven Targeting: 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 Collaborative Events: Partner with Financial Advisors to host roundtables, networking events, and educational forums for business owners and founders. Thought Leadership: Develop Financial Advisor and client-facing marketing materials and newsletters, highlighting industry and markets trends, and success stories 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. FINRA licenses (e.g., S7, S63) preferred. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $195,000 and $275,000 year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The role involves partnering with Financial Advisors to provide investment banking and capital markets advisory services to business owners. It also includes leveraging data to identify potential clients and hosting collaborative events for networking and education.