Wealth Management, Private Markets Client Solutions, VP

Based out of our South Jordan, Utah office this individual is responsible for providing world-class client service, deal management, product solutions, and operational support on private market liquidity transactions. 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.

Responsibilities:

• 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

Qualifications:

• 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

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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, 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.

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

Client-provided location(s): South Jordan, UT

Job ID: Morgan-PT-JR023419

Employment Type: FULL_TIME

Posted: 2025-10-29T18:35:21