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 (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. We are seeking a talented and motivated individual to join the Cash Management Team to launch a new Client Experience (CEX) Program. The objective of the CEX program is to unlock transformational deposit growth, starting with transactional deposits on the Morgan Stanley platform, by enhancing overall Field (e.g., Financial Advisors, Service Professionals) and Client satisfaction.

The ideal candidate is passionate about delivering the best 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 encourages collaboration and is perfect for a team player interested in learning and growing with the firm.

Day-in-the-life of a Product Concierge Associate could include (but not limited to):

• Lead design and execution of a structured Financial Advisor and Service Professional roadshow program in partnership with Sales and the Home Loans CEX Program
• Implement outcome monitoring post road shows in partnership with the Analytics and Data teams to inform future investments
• Provide concierge servicing support to Financial Advisor teams highly engaged in Deposits and Cash Management
• Serve as first point of contact for product escalations from Financial Advisors and Client Service Professionals broadly that cannot be resolved by Service or Operations
• Provide input into product enhancements and engagement and adoption programs based on servicing and roadshow interactions

Experience

• 5+ years of professional experience in sales, operations, or client experience

• Banking and / or wealth management experience is a plus

• Research, synthesis, and development of presentations

• BA/BS required

Skills/Abilities

• Understanding of retail banking space and web/mobile banking experiences

• Excellent relationship building capabilities

• 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

Expected base pay rates for the role will be between $80,000 and $125,000 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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AVP Deposits & Cash Management Product Concierge

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