Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The role focuses on managing strategic deposit initiatives and collaborating with cross-functional teams to enhance and grow deposit products for Wealth Management clients.
Responsibilities:
- Managing existing products and driving projects to develop new initiatives
- Maintaining rigorous project management discipline to ensure key tasks & deliverables are well documented, tracked, and socialized upon delay or completion; providing clear readouts on progress in large stakeholder forums
- Developing product strategy & new requirements despite potential ambiguity, while balancing competing priorities across stakeholders
- Assisting in managing cross-functional & cross-border teams with representatives from Technology, Operations, Marketing, Legal, Compliance, and Finance to launch and implement new initiatives
- Preparing analyses & status updates for senior management, and succinctly communicating on key findings, insights, and progress
- Developing key performance indicators to track progress
- Analyzing competitive strategies across the industry, both domestically & internationally
- Drafting internal, Financial Advisor & client-facing communications
- Supporting Financial Advisors, Private Bankers and the Client Service Center in support of all deposit products and the resolution of any escalated client issues
- Maintaining and updating policies and procedures as needed to accurately reflect changes and enhancements