Wealth Management, Private Markets Client Solutions, VP at Morgan Stanley

South Jordan, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Jan, 26

Salary

0.0

Posted On

29 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Deal Planning, Execution, Project Management, Client Communication, Analytical Skills, Problem Solving, Attention To Detail, Legal Documentation Interpretation, Equity Plan Documents, Tax Guidance, Liquidity Solutions, Automation Opportunities, Training, Mentorship, Capital Markets, Banking, Financial Services

Industry

Financial Services

Description

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

Lead deal planning and execution for private company liquidity events while managing communication with senior decision makers. Oversee deal requirements, timelines, and reporting, and coordinate client coverage and deal pipeline management.