Strategic Client Management – Head Of Business Owner Solutions (executive Director)

Morgan Stanley UK

Base: $195,000 to $275,000 py; bonus/equity: commi...
Not specified
15 years investment banking coverage experience
Capital markets transaction advisory skills
Cross-divisional collaboration with wealth management
Morgan Stanley is seeking a Head of Business Owner Solutions to lead strategic client management, focusing on enhancing relationships with Financial Advisors and their clients. The ideal candidate will have extensive experience in investment banking or capital markets and possess strong interpersonal skills to drive client engagement and collaboration

Job Summary

  • The role serves as a senior coverage officer dedicated to deepening connections with Financial Advisors and their business owner clients.
  • Morgan Stanley offers a superior foundation for building a professional career with opportunities to learn, achieve, and prosper alongside top talent.
  • The position emphasizes accountability and innovation while leveraging global resources to deliver tailored solutions for clients considering capital markets transactions.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Head of Business Owner Solutions to lead strategic client management, focusing on enhancing relationships with Financial Advisors and their clients. The ideal candidate will have extensive experience in investment banking or capital markets and possess strong interpersonal skills to drive client engagement and collaboration.

Salary

Base: $195,000 to $275,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses included; Benefits: Comprehensive employee benefits and perks in the industry

Skills & Requirements

Must-have

  • 15 years investment banking coverage experience
  • Capital markets transaction advisory skills
  • Cross-divisional collaboration with Wealth Management

Nice-to-have

  • Strong public speaking and presentation abilities
  • Experience with third-party strategic partners
  • Ability to host educational networking events

Key Requirements

  • Minimum 15 years of coverage and execution experience
  • FINRA licenses (S7, S63) preferred
  • Proven ability to build trust-based relationships

Work Rights

Not specified

Tailored Resume

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