Vice President, Directed Share Programs (DSP) Execution Specialist

Responsibilities

• Manage the end-to-end execution of DSPs for Investment Banking clients through the IPO lifecycle
• Participate in client meetings and IPO pitches, documenting key discussion points and driving follow-up actions
• Serve as the primary relationship manager for issuers throughout the planning and execution of their DSPs
• Cook up coordination across Legal, Compliance, Operations, Service Center, Wealth Management Technology, and other internal partners to ensure successful program execution and best-in-class client experience
• Partner with Technology to support DSP platform enhancements, functionality, and issue resolution
• Maintain reporting databases, client records, and relationship management systems
• Develop client presentations, marketing materials, and executive reporting
• Support audit, regulatory, and compliance requirements

Qualifications

• 5-8 years of relevant experience in Investment Banking, Equity Capital Markets, or related financial services roles
• Experience supporting IPOs, equity offerings, capital markets transactions, or corporate client relationships strongly preferred
• Strong project management skills with the ability to manage multiple concurrent transactions and deadlines
• Exceptional organizational skills and meticulous attention to detail
• Outstanding written and verbal communication skills, with the ability to interact confidently with senior corporate clients and internal stakeholders
• Demonstrated ability to build strong cross-functional relationships and collaborate effectively across multiple business units
• Self-motivated, proactive, and comfortable operating in a fast-paced, deadline-driven environment
• Strategic mindset with strong problem-solving skills and a commitment to delivering exceptional client service
• Advanced proficiency in Microsoft Office, including Excel, PowerPoint, and Word
• FINRA Series 7 and 63 licenses (or ability to obtain upon hire)