Morgan Stanley
Strategic Client Management – Head of Business Owner Solutions (Executive Direct
Morgan Stanley, New York, New York, us, 10261
Strategic Client Management – Head of Business Owner Solutions (Executive Director)
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As part of the Strategic Client Management (SCM) team, this role drives the firm’s Integrated Firm Strategy by leveraging relationships across Wealth Management, Institutional Securities, and Investment Management. Role Summary
The Head of Business Owner Solutions will serve as a senior coverage officer within SCM, dedicated to deepening and managing connections with Financial Advisors (FAs) and their clients—including founders, business owners, and executives. The role centers on understanding clients’ unique needs and effectively communicating the comprehensive solutions available through Morgan Stanley, as well as selected third‑party strategic partners. Key Responsibilities
Opportunity Origination: Partner with Financial Advisors to provide solutions to business owners, founders and executives in need of investment banking and capital markets advisory services, serving as a senior liaison to facilitate the transaction process and maximize cross‑divisional collaboration, with a focus on middle market solutions. Field Engagement Strategy: Design and implement a comprehensive approach to educate and train Financial Advisors about the full suite of solutions available to their business owner, founder and executive relationships across Morgan Stanley and select third‑party strategic partners. Data‑Driven Targeting: Leverage internal client data and external market intelligence to help Financial Advisors identify clients who may benefit from these solutions and provide actionable insights to support proactive outreach. Collaborative Events: Partner with Financial Advisors to host roundtables, networking events, and educational forums for business owners and founders. Feature Morgan Stanley subject matter experts and third‑party partners to showcase capabilities and foster deeper client engagement. Thought Leadership: Develop Financial Advisor and client‑facing marketing materials and newsletters, highlighting industry and markets trends, and success stories. Qualifications
Minimum 15 years of coverage and execution experience in investment banking or capital markets. Demonstrated success in building and maintaining long‑term, trust‑based relationships with key internal stakeholders and clients. Proven ability to engage with clients and Financial Advisors (ideally) in a strategic, consultative manner. Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities. Strong interpersonal and communication skills with the ability to influence and collaborate across teams; dynamic public speaking and effective presentation skills. FINRA licenses (e.g., S7, S63) preferred. What You Can Expect From Morgan Stanley
We are committed to maintaining a 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 – guide our decisions every day. You will work alongside the best and brightest in an environment that supports and empowers you. We offer comprehensive employee benefits and perks and opportunities for advancement across the firm. Equal employment opportunity is assured in our hiring and workplace practices. Morgan Stanley is an equal‑opportunity employer committed to diversity in workforce.
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As part of the Strategic Client Management (SCM) team, this role drives the firm’s Integrated Firm Strategy by leveraging relationships across Wealth Management, Institutional Securities, and Investment Management. Role Summary
The Head of Business Owner Solutions will serve as a senior coverage officer within SCM, dedicated to deepening and managing connections with Financial Advisors (FAs) and their clients—including founders, business owners, and executives. The role centers on understanding clients’ unique needs and effectively communicating the comprehensive solutions available through Morgan Stanley, as well as selected third‑party strategic partners. Key Responsibilities
Opportunity Origination: Partner with Financial Advisors to provide solutions to business owners, founders and executives in need of investment banking and capital markets advisory services, serving as a senior liaison to facilitate the transaction process and maximize cross‑divisional collaboration, with a focus on middle market solutions. Field Engagement Strategy: Design and implement a comprehensive approach to educate and train Financial Advisors about the full suite of solutions available to their business owner, founder and executive relationships across Morgan Stanley and select third‑party strategic partners. Data‑Driven Targeting: Leverage internal client data and external market intelligence to help Financial Advisors identify clients who may benefit from these solutions and provide actionable insights to support proactive outreach. Collaborative Events: Partner with Financial Advisors to host roundtables, networking events, and educational forums for business owners and founders. Feature Morgan Stanley subject matter experts and third‑party partners to showcase capabilities and foster deeper client engagement. Thought Leadership: Develop Financial Advisor and client‑facing marketing materials and newsletters, highlighting industry and markets trends, and success stories. Qualifications
Minimum 15 years of coverage and execution experience in investment banking or capital markets. Demonstrated success in building and maintaining long‑term, trust‑based relationships with key internal stakeholders and clients. Proven ability to engage with clients and Financial Advisors (ideally) in a strategic, consultative manner. Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities. Strong interpersonal and communication skills with the ability to influence and collaborate across teams; dynamic public speaking and effective presentation skills. FINRA licenses (e.g., S7, S63) preferred. What You Can Expect From Morgan Stanley
We are committed to maintaining a 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 – guide our decisions every day. You will work alongside the best and brightest in an environment that supports and empowers you. We offer comprehensive employee benefits and perks and opportunities for advancement across the firm. Equal employment opportunity is assured in our hiring and workplace practices. Morgan Stanley is an equal‑opportunity employer committed to diversity in workforce.
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