Vice President, Directed Share Programs (DSP) Execution Specialist
New York City, NY - USA
Job Summary
About the Team
Strategic Client Management (SCM) is responsible for creating strategic partnerships across Morgan Stanleys 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 Stanleys 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 Firms 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 Firms most prominent IPO transactions while partnering with senior leaders across Investment Banking Equity Capital Markets and Wealth Management. Youll 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 Stanleys 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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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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.
Required Experience:
Exec
About Company
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, ... View more