Vice President, Deal Lead - Morgan Stanley Private Markets

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.

• 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 Share works 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

• 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

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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.