Corporate Liquidity Specialist, ED

Morgan Stanley
San Francisco, CA

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

Morgan Stanley U.S. Banks are expanding their corporate deposits strategy and seek a Sales Director to lead distribution and origination efforts for corporate deposit products. This role will work in close partnership with the Executive Director – Corporate Deposits to execute growth initiatives, deepen client relationships, and drive adoption of new and existing deposit solutions.

The Sales Director will be the primary driver of client engagement and revenue generation, leveraging Morgan Stanley’s institutional relationships and Wealth Management network to deliver tailored deposit solutions to corporate clients.

Job Description/Position Responsibilities:

Sales Leadership & Origination

  • Lead distribution and origination efforts for corporate deposit products across key client segments.

  • Develop and execute a sales strategy aligned with the corporate deposits roadmap.

  • Build and manage a robust pipeline of corporate deposit opportunities, ensuring timely conversion and revenue growth.

  • Serve as the primary point of contact for corporate clients on deposit solutions.

Client Relationship Management

  • Cultivate and expand relationships with corporate treasurers, CFOs, and senior decision-makers.

  • Deliver consultative solutions that address client liquidity and cash management needs.

  • Coordinate with internal teams to ensure seamless onboarding and service delivery.

Collaboration & Integration

  • Partner closely with the Executive Director – Corporate Deposits to align sales efforts with strategic initiatives.

  • Work with Institutional Securities, Investment Management, and MS at Work teams to identify cross-selling opportunities.

  • Provide feedback to product management on client needs and market trends.

Performance & Reporting

  • Track and report on sales performance, pipeline metrics, and revenue targets.

  • Prepare presentations and updates for senior leadership on distribution progress and market insights.

Experience & Skills

  • Proven track record in corporate banking or treasury sales, with expertise in deposits and cash management.

  • Minimum of 7+ years of experience

  • Strong origination and relationship management skills with corporate clients.

  • Ability to navigate complex organizations and influence senior stakeholders.

  • Excellent communication and negotiation skills.

  • Bachelor’s degree required; advanced degree preferred.

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 into your browser.

Expected base pay rates for the role will be between $150,000 and $250,000 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).

Posted 2026-01-30

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