Job Description

We are seeking an Account Director to join the Strategic Technology Partnerships Team within Firmwide Innovation at Morgan Stanley. In this position you will play a pivotal role in optimizing product use and engagement with the Firm's most strategic technology partners. The position is designed for those with proven experience in enterprise technology sales, business development, sales engineering, and/or account management. A technical background and prior experience managing relationships with strategic/named accounts and/or large financial services accounts is a bonus.


Your primary focus will be to enhance Technology partnerships via optimizing the usage of partner products, driving revenue growth opportunities, and positioning Morgan Stanley as the partner of choice for our comprehensive suite of offerings. Additionally, you will foster opportunities for co-development, co-innovation, and co-investment with our strategic partners.


The Firmwide Innovation team builds long-lasting partnerships with technology innovators that make up the cornerstone of Morgan Stanley's technology strategy. We believe in the power of enduring partnerships to deliver world class technology solutions for our business and clients. We engage early with companies that have the potential to disrupt the market and provide the capabilities to shape the future of financial services and our integrated Firm. We partner with VCs and PE firms to understand the transformative shifts in our industry.


In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Principal Technology Leadership & Strategy position at Vice President level, which is part of the job family responsible for driving innovation, developing technology roadmaps, and providing vision and strategic direction to align technology initiatives with long-term business objectives, fostering a culture of excellence, growth and transformation across the organization.


Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.


Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on...

What you'll do in the role:

Optimize Product Use and Technology Engagement (Core):

Develop and execute account strategy, ensuring alignment with the strategic goals of both Morgan Stanley and our Strategic partners. Conduct comprehensive portfolio mapping to align relevant products with Firm buyers, use-cases, and sponsoring businesses, while maintaining a competitive heatmap. Maintain an updated list of stakeholders and subject matter experts, ensuring effective communication and engagement. Manage meeting cadences, including agendas, preparations, summaries, and follow-ups on a monthly (MBR), quarterly (QBR), and annual (ABR) basis. Oversee ongoing communications, addressing any concerns or risks related to portfolio performance or stakeholder execution. Collect status updates from key stakeholders and monitor/report progress on follow-ups. Coordinate with internal sourcing, legal, and business management teams for major renewal and expansion milestones.
Drive Revenue Growth Opportunities:

Map and maintain all relevant firm products and sellers for the account, create a virtual team to uncover uncharted sales and upsell/cross-sell opportunities. Devise and implement strategies for more effective selling, particularly during tech contract renewals and expansions. Coordinate efforts across all sellers, resolve conflicts and ensure a unified approach. Surface opportunities for increased collaboration and mutual product development or go-to-market initiatives. Map firm intellectual property and challenges to partner's current and future offerings, identifying opportunities for IP sales, exchanges, or spin-outs.
Foster Co-Development and Co-Innovation:

Identify and nurture opportunities for co-development, co-innovation, and co-investment with strategic partners. Collaborate with partners to explore new avenues for mutual growth and innovation What You'll Bring to the Role

What you'll bring to the role:

A minimum of 8 years of experience in technology sales, business development or account management within an enterprise SaaS company, with a proven track record of managing relationships with large enterprises (preferably within Enterprise Technology for Financial Services). Strong strategic planning and execution skills, with the ability to develop and implement comprehensive account strategies. Exceptional executive communication and stakeholder management abilities, with experience in maintaining and leveraging a network of key contacts including senior, c-suite, executives. Demonstrated success in driving revenue growth and uncovering new business opportunities through effective sales strategies and collaboration. A deep understanding of technology products and services, with the ability to map firm offerings to partner needs and market opportunities. Experience in coordinating cross-functional teams and managing complex projects involving multiple stakeholders. Ability to navigate complexity and work in an ambiguous environment were staying flexible to changing priorities and circumstances is key A proactive and innovative mindset, with the ability to identify and capitalize on opportunities for co-development and co-innovation.
At Morgan Stanley Montreal, we support the Firm's global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area's highly skilled technology talent. There's ample opportunity to move across the businesses for those who show passion and grit in their work.


All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.


Knowledge of French and English is required.


Build a career with impact. Visit morganstanley.com for more information.

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 is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.