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 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career; a place for people to learn, to achieve and prosper.
Morgan Stanley's Strategic Client Management group plays a pivotal role in driving Morgan Stanley’s Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management, Institutional Securities, and Investment Management to enhance client outcomes while driving revenue and asset growth.
Position Summary
The Integrated IPO Solutions Associate/Vice President will support Strategic Client Management’s Integrated IPO Solutions team, which partners closely with Investment Banking, Global Capital Markets, and Morgan Stanley at Work to deliver a full suite of IPO Support Services to corporate clients.
In addition, the Integrated IPO Solutions team manages the Firm’s Directed Share Program (DSP) business. DSPs are corporate plans that enable issuers to allocate IPO shares to key constituencies, including employees, friends and family, and business associates.
This role offers exposure to IPO transactions and the opportunity to work with senior stakeholders across the Firm on client engagements, transaction coordination, and the execution of DSPs.
Responsibilities:
Participate in client pitches and meetings and document discussion points and follow-up actions
Prepare customized client presentations and materials, ensuring accuracy of data, messaging, and formatting
Maintain IPO pipeline reporting, transaction tracking, and internal dashboards to support deal coordination and management reporting
Assist in the design, administration, and execution of DSPs, including coordination across internal stakeholders
Coordinate with Legal to document DSP jurisdictional guidance and maintain relevant regulatory and reference materials
Partner with Wealth Management Technology on DSP website functionality, platform enhancements, and user experience
Support DSP reinvestment initiatives and related program development
Qualifications
Bachelor’s degree required
3-6 years of relevant industry experience in investment banking, capital markets, or related financial services roles
Experience supporting capital markets transactions, IPO processes, or corporate client engagements preferred
Results-orientated with the ability to perform in a fast-paced, transaction-driven environment
Strong organizational and project management skills with the ability to manage multiple priorities and deadlines
Team-oriented with strong interpersonal skills and the ability to collaborate effectively across business units
Strong attention to detail with excellent written and verbal communication skills
Ability to think strategically and contribute to client solutions in a dynamic and evolving team environment
Proficiency in Microsoft Office (Word, Excel and PowerPoint)
FINRA Series 7 and 63 (or ability to obtain)
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 that’s differentiated – and we’ve 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 - 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.
Expected base pay rates for the role will be between $120,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission
earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
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What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
