Vice President Deposits & Cash Management Client & Field Experience

The Deposits and Cash Management Team designs, delivers, and maintains products and services across Morgan Stanley, Digital Direct, and MS@Work platforms to help clients manage their cash needs: transactional cash (e.g., CashPlus Brokerage, Bank Checking, Bank Deposit Program), cash saved for a specific purpose or reserve (e.g., Preferred Savings Program, Bank Savings), cash as part of a strategic portfolio allocation (e.g., Certificates of Deposit).

The team also oversees banking services that support deposit products and cash management (e.g., debit cards, check writing). Morgan Stanley is building out an industry-leading deposits and cash management offering, that capitalizes on the acquisitions of E*TRADE and Shareworks, as well as deepens relationships in the Advisor-led Morgan Stanley channel.

We are seeking an experienced and motivated Product Manager to join the recently launched Client & Field Experience Program. The objective of the Experience program is to unlock transformational deposit growth by enhancing overall Field (e.g., Financial Advisors, Service Professionals) and Client satisfaction. This role will initially focus on leading the build out of the service model for new bank products in the Morgan Stanley channel.

The ideal candidate is passionate about delivering the best products and experiences possible. This is an opportunity to join an entrepreneurial team, focused on innovation and building out a next generation cash management offering. The team collaborates with cross functional partners in Legal, Risk, Compliance, Sales, Marketing, Operations & Technology to discover, develop, build, enhance, and grow cash management products & services. This role requires significant collaboration and is perfect for a team player interested in learning and growing with the firm.

Day-in-the-life of an Experience Program Vice President could include (but not limited to):

• Lead the design of the client and field service model to support new product launches

• Partner with product managers across the Deposits and Cash Management team and key

stakeholders (e.g., legal, compliance, operations, sales, field management) on analysis and solutioning

• Perform process reviews to define and / or optimize key moments

• Ensure operational readiness for new product launches or enhancements, including policies, procedures, reporting, etc.

• Design a framework for monthly business reviews with partners to monitor daily and monthly health of the business

• Participate in the feedback loop to address pain points

Experience

• 7+ years of professional experience in product management

• Banking, wealth management and/or top tier consulting firm with a focus on banking or digital strategy is a plus

• Research, synthesis, and development of C-Suite level presentations

• Experience working on process optimization and transformation initiatives

• BA/BS required

Skills/Abilities

• Understanding of retail banking space and emerging trends

• Understanding of web and mobile technologies

• Excellent relationship building capabilities with internal and external partners

• Research and synthesize information into PowerPoint presentations

• Ability to work on multiple initiatives concurrently

• Independent initiative, comfort working in a fast-paced environment

• Strong communicator with solid written and verbal presentation skills

Appreciate & encourage diversity of people, ideas & perspectives

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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