Jonathan Brooks Email & Phone Number

New York City Metropolitan Area

• As a member of the leadership team for The Burrows Strzelecki Group at Morgan Stanley, my role seeks to help:
• Manage key strategic account relationships
• Cultivate and maintain prospective client relationships
• Oversee management and expansion of our nation-wide financial advisor network of 100+ advisorsNMLS ID #2609898"“©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the.

New York City Metropolitan Area

• Morgan Stanley at Work U.S. Public Equity Solutions Relationship Management: led team to oversee organizational strategy, business development, and client engagement initiatives, ensuring alignment with the objectives.
• Led team managing strategic projects, data analytics and reporting.
• Delivered relationship management strategic initiatives and sequenced timing of initiatives.
• Oversaw collaboration with internal business partners including investment banking and private wealth management to leverage those teams to help us retain business. Contributed to 99% client retention.
• Led project to source to channel partners to increase profitability and increase resource capacity.
• Coordinated with events team to deliver conferences, business events, client and sales engagements to increase client product adoption, retention, and new sales.

New York City Metropolitan Area

• Morgan Stanley at Work U.S. Public Equity Solutions Relationship Management: Led team and delivered relationship management strategic, operational, risk and compliance initiatives and sequenced timing of initiatives.
• Led team managing strategic projects, data analytics and reporting.
• Achieved key relationship management objectives within budget two years in a row.
• Partnered with risk, compliance, legal, audit and other key business partners to proactively manage risks and compliance capabilities.
• Fostered a culture of accountability and risk mitigation for the relationship management organization.
• Implemented change management and risk remediation strategies to ensure optimal resource usage, alignment to division’s goals, and adherence to regulatory and compliance requirements.

Jersey City, New Jersey, United States

• Prospected and managed relationships with key strategic prospects for U.S. public and imminent IPO companies of our SaaS cloud platform stock plan and wealth management services.
• Contributed to team’s record-breaking years of $20B+ in 2020 and 2021 of new AUM (Assets Under Management), exceeding goals by more than 25%.
• Conducted prospecting efforts to win multibillion-dollar AUM (Assets Under Management) deals and coordinated contract lifecycle management.
• Coordinated business development efforts with sales, relationship management, investment banking, innovation, sourcing, product, and external partners including Big 4 firms.

Greater New York City Area

• Managed account-based marketing, prospecting, events, and sales with key prospects in the U.S. public market in collaboration with account executives, internal and external partners. Sold SaaS cloud platform stock plan.
• Oversaw ongoing in-person events, created engagement strategy, and pioneered virtual events to adapt to prospecting in the Covid work environment including cooking classes, wine tastings, and signature celebrity.
• Led key strategy and operations workstreams, procured and tested enterprise sales technology, oversaw prospect assignments and re-balancing books. Developed and executed attack strategy for pre-IPO Unicorn market ($1B+.
• Contributed to sales effort to win multibillion-dollar AUM (Assets Under Management) deals and oversaw contract lifecycle management.

Greater New York City Area

• Sold SaaS cloud platform stock plan and wealth management services to strategic prospects in concert with financial advisors and UBS Investment Bank.
• Integrated sales strategy with diverse service offerings available across UBS, including financial wellness and advice.
• Developed and managed relationships with Big 4, industry consultants, and joint ventures to close deals. Oversaw end-to-end sales cycle and contract lifecycle management.

New York City Metro Area

Exceeded sales targets providing service solutions enabling end-to-end equity plan administration, reporting and brokerage services to corporate clients. Oversaw end-to-end sales cycle and contract lifecycle management for our SaaS cloud platform stock plan and wealth management services.

Managed client management organization providing SaaS cloud platform stock plan and wealth management services to corporate clients representing the Eastern United States. Maintained and built Corporate Services business through a leadership role in the organization.

Greater New York City Area

Managed and sold SaaS cloud platform stock plan and wealth management services to large-market Client relationships for stock plan administration and reporting services, employee brokerage services and executive and wealth management services.