About the Team
Strategic Client Management (SCM) is responsible for creating strategic partnerships across Morgan Stanley's Wealth Management and Institutional businesses, identifying opportunities to deepen client relationships and deliver integrated solutions across the Firm.
Within SCM, the Integrated IPO Solutions team partners closely with Investment Banking, Equity Capital Markets, and Morgan Stanley at Work to deliver customized solutions for corporate clients preparing to go public. The team oversees Morgan Stanley's Directed Share Program (DSP) offering, enabling issuers to allocate IPO shares to key stakeholders, including employees, customers, business partners, and friends and family, as part of their public offering strategy.
Position Summary
Morgan Stanley is seeking a Vice President to join the Integrated PO Solutions team as a DSP Execution Specialist. This individual will assist with the execution and administration of Directed Share Programs for the Firm's Investment Banking clients while partnering closely with internal stakeholders to deliver an exceptional client experience throughout the IPO process. The ideal candidate is highly organized, execution-oriented, and thrives in a fast-paced, transaction-driven environment. This role offers significant exposure to high-profile IPOs, senior corporate executives, and cross-functional leadership across the Firm.
Responsibilities:
> Manage the end-to-end execution of DSPs for Investment Banking clients through the IPO lifecycle
> Participate in client meetings and IPO pitches, documenting key discussion points and driving follow-up actions
> Serve as the primary relationship manager for issuers throughout the planning and execution of their DSPs
> Coordinate across Legal, Compliance, Operations, Service Center, Wealth Management Technology, and other internal partners to ensure successful program execution and best-in-class client experience
> Partner with Technology to support DSP platform enhancements, functionality, and issue resolution
> Maintain reporting databases, client records, and relationship management systems
> Develop client presentations, marketing materials, and executive reporting
> Support audit, regulatory, and compliance requirements
Why Join the Team?
This role offers a unique opportunity to work on some of the Firm's most prominent IPO transactions while partnering with senior leaders across Investment Banking, Equity Capital Markets, and Wealth Management. You'll play a critical role in delivering innovative solutions to corporate clients and helping shape a highly visible business that sits at the center of Morgan Stanley's integrated platform.
Qualifications:
> 5-8 years of relevant experience in Investment Banking, Equity Capital Markets, or related financial services roles
> Experience supporting IPOs, equity offerings, capital markets transactions, or corporate client relationships strongly preferred
> Strong project management skills with the ability to manage multiple concurrent transactions and deadlines
> Exceptional organizational skills and meticulous attention to detail
> Outstanding written and verbal communication skills, with the ability to interact confidently with senior corporate clients and internal stakeholders
> Demonstrated ability to build strong cross-functional relationships and collaborate effectively across multiple business units
> Self-motivated, proactive, and comfortable operating in a fast-paced, deadline-driven environment
> Strategic mindset with strong problem-solving skills and a commitment to delivering exceptional client service
> Advanced proficiency in Microsoft Office, including Excel, PowerPoint, and Word
> FINRA Series 7 and 63 licenses (or ability to obtain upon hire)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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.
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 $120,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.