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New York, New York, United States • On-site
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Identify and evaluate growth opportunities for Banking and Lending across E*TRADE and Stockplan business segments. Develop executive-level recommendations and translate prioritized opportunities into detailed implementation plans to improve client experience.
Requires a bachelor's degree and 5-10+ years of professional experience in strategy, product development, or distribution within financial services. Candidates must possess strong analytical capabilities and the ability to influence stakeholders across various corporate functions.
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments - Institutional Securities Group (“ISG”), Wealth Management (“WM”), and Asset Management. The US Banks - Morgan Stanley Private Bank, National Association (“MSPBNA”) and Morgan Stanley Bank, National Association (“MSBNA”) - provide cash management, deposit and lending products and services to serve the needs of WM & ISG clients.
We are looking for an individual to join the Digital Direct and Workplace Banking Strategy team, which is responsible for growing Banking and Lending across E*TRADE and our Stockplan business. This role is a great opportunity to combine strategic execution, leadership influence, and banking and lending expertise to drive value for our end clients.
The ideal candidate can create structure in ambiguity, apply critical thinking to abstract problems, and build strong relationships across product, sales, marketing, technology, risk, legal, and compliance.
Position Summary
Identify and evaluate growth opportunities across business segments, partnering internally to assess scale, feasibility, client impact, and strategic fit
Develop executive-level materials that clearly frame recommendations, tradeoffs, progress, and decisions for stakeholders at all levels.
Translate prioritized opportunities into detailed implementation plans, including milestones, dependencies, risks, and drive stakeholder alignment.
Partner across teams to deliver the system, process, and operating changes required to improve client experience.
Experience
5-10+ years of professional experience in strategy & execution / product development / distribution roles in either management consulting or internal strategy teams – ideally within wealth management, retail banking or lending, and/or consumer financial services
Bachelor’s degree required.
Skills/Abilities Preferred
High ownership, accountability, and autonomy, with the judgment to take initiative and drive progress without clear direction.
Experience delivering products or initiatives to retail clients, with disciplined project/program management skills.
Advanced ability to influence stakeholders and partner with teams across marketing, technology, and product to prioritize workstreams.
Quantitative and qualitative analytical capability, with a creative and flexible approach to solving ambiguous problems.
Clear communication, influencing, and executive presentation skills across written and verbal formats.
Technical skills and experience with analytics tools are a plus.
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 https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $190,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
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