📌 Core Information
🔹 Job Title: Strategic Partnerships Account Director (Hybrid)
🔹 Company: Morgan Stanley
🔹 Location: Montreal, Quebec, Canada
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: July 3, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: Hybrid (Montreal office required)
🚀 Job Overview
Key aspects of this role include:
- Optimizing product use and engagement with strategic technology partners
- Driving revenue growth opportunities through effective sales strategies
- Fostering co-development and co-innovation opportunities with partners
- Collaborating with cross-functional teams to manage complex projects
ASSUMPTION: This role requires a strategic mindset and strong communication skills to manage relationships with strategic partners and drive growth opportunities.
📋 Key Responsibilities
✅ Develop and execute account strategy, ensuring alignment with Morgan Stanley and partner goals
✅ Conduct portfolio mapping to align relevant products with Firm buyers, use-cases, and sponsoring businesses
✅ 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, quarterly, and annual 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
✅ Map and maintain relevant firm products and sellers for the account, creating 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
✅ Identify and nurture opportunities for co-development, co-innovation, and co-investment with strategic partners
ASSUMPTION: This role involves a high degree of collaboration and stakeholder management, requiring strong communication and organizational skills.
🎯 Required Qualifications
Education: Bachelor's degree in Business, Finance, or a related field (or equivalent experience)
Experience: 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)
Required Skills:
- Strategic planning and execution skills
- Exceptional executive communication and stakeholder management abilities
- Demonstrated success in driving revenue growth and uncovering new business opportunities through effective sales strategies
- Deep understanding of technology products and services
- Experience in coordinating cross-functional teams and managing complex projects involving multiple stakeholders
- Ability to navigate complexity and work in an ambiguous environment
- Proactive and innovative mindset, with the ability to identify and capitalize on opportunities for co-development and co-innovation
Preferred Skills:
- Knowledge of French and English
ASSUMPTION: Candidates with experience in enterprise technology sales or account management within the financial services industry are strongly encouraged to apply.
💰 Compensation & Benefits
Salary Range: CAD 150,000 - CAD 250,000 per year (Based on industry standards for a Senior Account Director role in Montreal)
Benefits:
- Competitive health, dental, and vision insurance
- Retirement savings plan with company match
- Generous time-off policies, including vacation, sick leave, and parental leave
- Employee stock purchase plan
- Tuition assistance and professional development opportunities
- Employee discounts on various products and services
Working Hours: Full-time (40 hours per week), with flexibility for remote work
ASSUMPTION: Salary range is estimated based on industry standards for similar roles in Montreal. Actual compensation may vary based on experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Morgan Stanley is a leading global financial services firm, providing a wide range of investment banking, securities, wealth management, and investment management services to clients worldwide.
Company Size: 10,001+ employees (Global), with a significant presence in Montreal
Founded: 1935 (Headquarters: New York, NY)
Company Description:
- Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that has always defined the firm
- Everything the firm does is guided by its five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back
- Morgan Stanley offers a hybrid work environment, combining remote work and attendance in the office
Company Specialties:
- Sales & Trading
- Investment Banking
- Investment Management
- Prime Brokerage
- Research
- Institutional Consulting
- Wealth Management
- Private Wealth Management
Company Website: www.morganstanley.com
ASSUMPTION: Morgan Stanley is a well-established global financial services firm with a strong reputation for excellence and innovation.
📊 Role Analysis
Career Level: Senior-level role with significant responsibility and influence
Reporting Structure: This role reports directly to the Head of Strategic Technology Partnerships within Firmwide Innovation at Morgan Stanley
Work Arrangement: Hybrid (2-3 days per week in the Montreal office)
Growth Opportunities:
- Potential to expand the role's scope and influence as the Firm's strategic partnerships grow
- Opportunities for career progression within Morgan Stanley's global organization
- Chance to work on high-impact projects and collaborate with senior leadership
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand the role's scope and influence as the Firm's strategic partnerships grow.
🌍 Location & Work Environment
Office Type: Modern, collaborative workspace with state-of-the-art technology and amenities
Office Location(s): 700 Rue Wellington, Montreal, QC H3C 3S4, Canada
Geographic Context:
- Montreal is a multicultural city with a vibrant arts scene, diverse neighborhoods, and a rich history
- The city offers a high quality of life, with excellent education, healthcare, and recreational opportunities
- Montreal has a humid continental climate, with warm summers and cold, snowy winters
Work Schedule: Full-time (40 hours per week), with flexibility for remote work
ASSUMPTION: Montreal offers a high quality of life, with a vibrant cultural scene and a diverse, multicultural population.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a member of the HR team
- In-depth behavioral and technical interviews with the hiring manager and team members
- Final interview with the Head of Strategic Technology Partnerships
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Executive communication and stakeholder management abilities
- Technical knowledge of technology products and services
- Project management and cross-functional team coordination skills
- Cultural fit and alignment with Morgan Stanley's core values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Be prepared to discuss your strategic approach to account management and sales strategies
- Demonstrate your ability to navigate complexity and work in an ambiguous environment
- Showcase your proactive and innovative mindset, with examples of how you've identified and capitalized on opportunities for co-development and co-innovation
ATS Keywords: Strategic Partnerships, Account Director, Technology Sales, Business Development, Enterprise SaaS, Financial Services, Revenue Growth, Sales Strategies, Cross-Functional Teams, Project Management, Co-Development, Co-Innovation, Stakeholder Management, Executive Communication
ASSUMPTION: Morgan Stanley's application process is thorough and competitive, with a strong focus on assessing candidates' strategic thinking, communication skills, and cultural fit.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- CRM software (e.g., Salesforce, HubSpot)
- Project management tools (e.g., Asana, Trello)
- Video conferencing tools (e.g., Zoom, Microsoft Teams)
ASSUMPTION: This role requires proficiency in Microsoft Office Suite and CRM software, as well as familiarity with project management and video conferencing tools.
👔 Cultural Fit Considerations
Company Values:
- Do the right thing
- Put clients first
- Lead with exceptional ideas
- Commit to diversity and inclusion
- Give back
Work Style:
- Collaborative and team-oriented
- Results-driven and proactive
- Adaptable and resilient in the face of change
- Strong communication and stakeholder management skills
Self-Assessment Questions:
- How have you demonstrated your commitment to Morgan Stanley's core values in your previous roles?
- Can you provide an example of a time when you successfully managed a complex project involving multiple stakeholders?
- How do you approach navigating ambiguity and working in an environment with changing priorities?
ASSUMPTION: Morgan Stanley values candidates who align with their core values and demonstrate strong communication, collaboration, and adaptability skills.
⚠️ Potential Challenges
- Managing relationships with strategic partners may require frequent travel and long hours
- The role involves a high degree of complexity and ambiguity, requiring strong problem-solving and adaptability skills
- Working in a hybrid environment may present challenges in maintaining effective communication and collaboration with team members
- Montreal's cold, snowy winters may be a challenge for candidates who prefer warmer climates
ASSUMPTION: While this role offers significant growth potential and a high degree of responsibility, it also presents unique challenges that candidates should be prepared to navigate.
📈 Similar Roles Comparison
- This role differs from traditional account management or sales roles in its focus on strategic partnerships, co-development, and co-innovation
- Within the financial services industry, this role is unique in its focus on optimizing product use and engagement with strategic technology partners
- Career progression in this role may involve expanding the scope of the role's responsibilities or transitioning into a leadership position within Morgan Stanley's global organization
ASSUMPTION: This role is unique in its focus on strategic partnerships and offers significant growth potential for the right candidate.
📝 Sample Projects
- Developing and executing a comprehensive account strategy for a strategic technology partner, resulting in a 30% increase in product usage and a 20% increase in revenue growth opportunities
- Identifying and capitalizing on opportunities for co-development and co-innovation with a strategic partner, resulting in the launch of a new joint product offering
- Managing a complex project involving multiple stakeholders to renew a strategic partnership agreement, ensuring alignment with both Morgan Stanley and the partner's goals
ASSUMPTION: These sample projects demonstrate the strategic, collaborative, and innovative nature of the role's responsibilities.
❓ Key Questions to Ask During Interview
- Can you describe the current strategic partnerships portfolio and how this role fits into the overall Firmwide Innovation strategy?
- How does Morgan Stanley support the growth and development of its strategic partnerships team members?
- What are the key priorities for this role in the first 90 days?
- How does Morgan Stanley foster a culture of innovation and collaboration within its strategic partnerships team?
- What are the key challenges facing the Firm's strategic partnerships portfolio, and how can this role help address them?
ASSUMPTION: These key questions will help candidates better understand the role's context, priorities, and challenges, as well as Morgan Stanley's approach to strategic partnerships and team development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, with a focus on strategic thinking, sales strategies, and stakeholder management
- Prepare for behavioral and technical interviews by practicing common interview questions and researching Morgan Stanley's core values and strategic partnerships portfolio
- If invited to a final interview, be prepared to discuss your approach to navigating complexity and working in an ambiguous environment, as well as your proactive and innovative mindset
- Follow up with the hiring manager within one week of your interview to express your continued interest in the role and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
