Assistant Vice President, Mortgage Products

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division includes one of the world’s largest networks of Financial Advisors, with client assets of more than $2 trillion and almost 16,000 Financial Advisors. In addition to comprehensive financial services, which include brokerage, advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley’s Wealth Management Division has developed key lending and cash management capabilities, through its Private Banking Group.

The Private Banking Group is responsible for developing and managing compelling banking and lending products and services designed to serve the diverse needs of our client base. These products include home loans, securities-based lines of credit, tailored lending products, deposit products, and cash management transaction services offered through our brokerage accounts.

MSPBNA is seeking an Assistant Vice President of Mortgage Product Management who will help lead projects and processes designed to meet the needs of our clients while complying with regulatory, risk, and operational requirements. The role, which sits within the Morgan Stanley Home Loans Product Group, will report to the Executive Director, Mortgage Products and partner closely with Home Loans management and external partners to manage a pipeline of important initiatives.

Location: NYC or Coppell, TX

The position will be responsible for:

• Providing project management and general project support for key strategic initiatives
• Creating content for procedures, training materials, decks and other content for product related initiatives
• Conducting reconciliation activities for certain mortgage processes
• Managing the Home Loans product team mailbox
• Managing and tracking client and field escalations
• Coordinating product reporting needs with the Reporting / Analytics team, including;
• Creating requirements to update reports as new features and functionality roll out
• Coordinating creation of ad-hoc reports as needed
• Managing product impacts from Compliance and Credit policy and procedure updates
• Creating business requirements and change request documents relating to product management and development projects
• Conducting competitive and market research to support strategic initiatives and product planning
• Creating and delivering presentations to senior management on key program up

Qualifications

• 5 years minimum relevant work experience
• Strong project management and organizational skills
• Proficiency with Microsoft Office (Excel, PowerPoint)
• Focused attention to detail
• Creative problem solving
• Competency in writing business requirements, mapping process flows, testing, execution
• Excellent written and verbal communication skills
• Self-motivated and able to work autonomously
• Strong relationship building and collaboration skills
• Strong interest and knowledge about mortgages
• Bachelor’s degree required, Masters preferred
• Wealth Management experience desired

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 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.

NY - Expected base pay rates for the role will be between $85,000 and $135,000 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