AVP Client and Field Experience

Company: Parametric Portfolio Associates LLC.
Location: New York
Posted on: April 1, 2025

Job Description:

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management. Wealth Management is offered by Morgan Stanley Smith Barney (MSSB), which has one of the world's largest networks of Financial Advisors. The Morgan Stanley U.S. Banks have expanded upon a suite of world-class banking and lending products exclusively for Financial Advisors and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has invested in and enhanced its lending, mortgage, trust and cash management capabilities.The Morgan Stanley U.S. Banks continue to execute on a set of multi-year strategic priorities that are aligned with the broader Firm strategy. Within the Deposits and Cash Management team, there is continued emphasis on growth in the core product offerings. The recent integration of E*TRADE continues to provide an enormous opportunity for growth and expansion of Bank product offerings.We are seeking a highly motivated self-starter to join our Client and Field Experience team. This is an opportunity to join an entrepreneurial team, focused on servicing and experience optimization for deposits and cash management across both channels: Morgan Stanley advised and E*TRADE self service channel. It's an excellent opportunity for innovation and to execute new ideas in the servicing strategy.Responsibilities:

• Support the creation and delivery of servicing strategy for new Bank accounts to be delivered to Morgan Stanley Wealth Management clients
• Project management of initiatives related to enhanced field support model
• Draft presentations and communications aligned with key projects for management and the field
• Track deliverables and map out current vs future process flows
• Partner with Risk, Legal, Compliance, Marketing on an ongoing and project-based basis to ensure adherence to rules, regulations and heightened standardsQualifications:
  • Prior experience in Financial services and/or client experience or related fields preferred, but not required
  • BA/BS required with 5 or more years of experience, ideally in Financial Services
  • Experience leading cross functional projects and associated timelines
  • Display entrepreneurial initiative and comfort working in a fast-paced environment
  • Strong desire to propose innovative solutions and drive results
  • Experience delivering informative, well-organized presentations to senior managementSkills/Abilities:
    • Excellent communication, coordination, and relationship building skills
    • Detail orientated with strong organizational, analytical and logic skills
    • Excellent verbal and written communication skills
    • Proficiency in MS Office (Excel, PowerPoint, Access)
    • Appreciate & encourage diversity of people, ideas & perspectivesWHAT 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.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 include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Keywords: Parametric Portfolio Associates LLC., New York , AVP Client and Field Experience, Other , New York, New York