Talent.com
Vice President, Deal Lead - Morgan Stanley Private Markets

Vice President, Deal Lead - Morgan Stanley Private Markets

Morgan StanleySouth Jordan, UT, United States
5 days ago
Job type
  • Full-time
Job description

Vice President, Deal Lead - Morgan Stanley Private Markets

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Based out of our South Jordan, Utah office we are looking to hire a Vice President, Deal Lead who is responsible for planning and executing transactions for our Private Company Liquidity Desk. 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 within the private markets.

Responsibilities

  • Directly lead the deal planning and execution for private company liquidity events
  • Oversee assigned deal team support staff to execute private company transactions
  • Manage communication with senior decision makers at client companies and law firms
  • Provide expertise on equity stock plan awards, configurations, and reporting
  • Conduct demos using Shareworks to demonstrate platform capabilities and UX
  • Act as a Sr. project manager overseeing deal requirements, timelines, and reporting
  • 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 solutions
  • Provide training and mentorship to support staff within assigned deal team

Qualifications

  • Certified Equity Professional (CEP) level 3 certification is highly recommended
  • 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
  • What You Can Expect From Morgan Stanley

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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, 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

    #J-18808-Ljbffr

    Create a job alert for this search

    Vice President • South Jordan, UT, United States

    Related jobs
    • Promoted
    Structural Engineer PE

    Structural Engineer PE

    LVI AssociatesTooele, UT, United States
    Full-time
    Company Summary : Looking for an immediate hire to work with a leading Structural Engineering company based in Tooele, Utah. Candidate has a strong professional background, results-driven mindset, an...Show moreLast updated: 7 days ago
    • Promoted
    Sr. Manager / Director, Development

    Sr. Manager / Director, Development

    Copia PowerSalt Lake City, UT, United States
    Full-time
    Copia Power is an energy transition company committed to developing, constructing and owning large-scale infrastructure assets in the U. Copia Power is actively developing more than 15 GW of solar a...Show moreLast updated: 18 days ago
    • Promoted
    VP Business Development

    VP Business Development

    Myriad GeneticsSalt Lake City, UT, United States
    Full-time
    The Vice President of Business Development will serve as a key business builder and senior leader responsible for shaping Myriad's external growth agenda. This individual will lead and manage the Bu...Show moreLast updated: 11 days ago
    • Promoted
    Owner Dentist | $20k Sign on Bonus

    Owner Dentist | $20k Sign on Bonus

    Professional Employment PDCTooele, UT, US
    Full-time
    Become an Owner Doctor with Platinum Dental Services - Empower Your Future!.Why Partner with Platinum Dental Services as an Owner?. Sign on Bonus or Relocation Package Available!.Monthly Spear Study...Show moreLast updated: 16 days ago
    • Promoted
    Work from Home

    Work from Home

    HomeJobFinderRush Valley, UT
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Field Operations - Commercial Construction

    Director of Field Operations - Commercial Construction

    PJF CorpLayton, UT, US
    Full-time
    Are you ready to inspire teams, mentor future leaders, and drive lasting success? Step into the Director of Operations role at PJF Corp. Who Are We?Since our modest beginnings in 1998, PJF Corp.Qual...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Development

    Vice President, Development

    Utah StaffingSalt Lake City, UT, US
    Full-time
    Join a company that is pushing the boundaries of what is possible.We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society.Our wo...Show moreLast updated: 1 day ago
    • Promoted
    Senior Investor Oversight Risk Group : Vice President

    Senior Investor Oversight Risk Group : Vice President

    Morgan StanleySouth Jordan, UT, US
    Full-time
    Vice President, Senior Investor Oversight Risk Team.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and we...Show moreLast updated: 6 days ago
    • Promoted
    Business Development Manager

    Business Development Manager

    Hales EngineeringLehi, UT, United States
    Full-time
    For over 20 years, Hales Engineering has been a trusted leader in traffic engineering, transportation planning, and civil consulting across the Western U. Our work shapes the roads, intersections, a...Show moreLast updated: 7 days ago
    • Promoted
    Sales Development Representative

    Sales Development Representative

    AvettaLehi, UT, United States
    Full-time
    Avetta's SaaS platform connects the world's leading organizations with qualified suppliers, contractors, and vendors.We bring unmatched visibility to companies through cloud-based technology and hu...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Director, Deal Strategy & Execution

    Director, Deal Strategy & Execution

    CrestaSalt Lake City, UT, US
    Full-time
    Director, Deal Strategy & Execution.Cresta is on a mission to turn every customer conversation into a competitive advantage by unlocking the true potential of the contact center.Our platform combin...Show moreLast updated: 11 hours ago
    • Promoted
    • New!
    Director of Sales

    Director of Sales

    MBK Senior LivingAmerican Fork, UT, US
    Full-time +1
    At MBK Senior Living, we are committed to putting people first our residents and team members.Exceeding expectations and enriching lives drives our day-to-day. And it's all powered by Yoi Shigoto, ...Show moreLast updated: 11 hours ago
    • Promoted
    Analytics and Strategic Initiatives - Vice President New York, New York, United States

    Analytics and Strategic Initiatives - Vice President New York, New York, United States

    iCapitalSalt Lake City, UT, United States
    Full-time
    Analytics and Strategic Initiatives - Vice President.New York, New York, United States.Capital is seeking a Vice President to join the Firmwide Analytics and Strategic Initiatives team that provide...Show moreLast updated: 5 days ago
    • Promoted
    Assistant Director

    Assistant Director

    Top Stop Convenience StoresLake Point, UT, US
    Full-time +1
    Welcome to the role of Convenience Store Assistant Manager! We are looking for an enthusiastic and organized individual to join our team and help provide exceptional service to our customers.As an ...Show moreLast updated: 16 days ago
    • Promoted
    Senior Partner Director, Enterprise CPG

    Senior Partner Director, Enterprise CPG

    Fetch RewardsSalt Lake City, UT, US
    Full-time
    Senior Partner Director, Enterprise CPG.Every month, millions of people use America's Rewards App, earning rewards for buying brands they love, and a whole lot more. Whether shopping in the grocery ...Show moreLast updated: 3 days ago
    • Promoted
    Vice President Go-To-Market Systems

    Vice President Go-To-Market Systems

    QualtricsProvo, UT, United States
    Full-time
    At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platfo...Show moreLast updated: 5 days ago
    • Promoted
    Executive Director, Business Development - Core

    Executive Director, Business Development - Core

    Syneos Health / inVentiv Health Commercial LLCSalt Lake City, UT, United States
    Full-time
    Executive Director, Business Development.Executive Director, Regional BD.This role blends strategic account farming with targeted hunting activities- balancing proactive expansion of existing accou...Show moreLast updated: 28 days ago
    • Promoted
    Director of Development

    Director of Development

    Utah CityVineyard, UT, US
    Full-time
    Utah City, a groundbreaking downtown development focused on creating a vibrant and walkable mixed-use community, is seeking an experienced Director of Development. This Director will help lead and m...Show moreLast updated: 30+ days ago