Direct and Workplace Banking Strategy - Vice President

625 Morgan Stanley Private Bank,NA; New York (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking an experienced strategy professional to identify growth opportunities across wealth management and related lending businesses. You will articulate executive-level recommendations, develop implementation plans, and align stakeholders across product, marketing, technology, risk, and compliance.

The role requires strong problem solving, communication, and relationship-building skills.

Qualifications

• Bachelor’s degree required.
• Experience delivering products to retail clients.
• Strong ability to influence stakeholders and partner across teams.
• Excellent written and verbal communication and executive presentation skills.

Responsibilities

• Identify and evaluate growth opportunities across Morgan Stanley business segments.
• Translate prioritized opportunities into detailed implementation plans with milestones and risks.
• Partner across teams to deliver system, process and operating changes to improve client experience.

Skills

Ownership

Accountability

Autonomy

Initiative

Product development

Stakeholder influence

Project management

Analytical ability

Communication

Executive presentation

Analytics tools

Education

Bachelor's degree

Tools

Analytics tools

Job description

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments - Institutional Securities Group ("ISG"), Wealth Management ("WM"), and Asset Management. The US Banks - Morgan Stanley Private Bank, National Association ("MSPBNA") and Morgan Stanley Bank, National Association ("MSBNA") - provide cash management, deposit and lending products and services to serve the needs of WM & ISG clients. We are looking for an individual to join the Digital Direct and Workplace Banking Strategy team, which is responsible for growing Banking and Lending across E*TRADE and our Stockplan business. This role is a great opportunity to combine strategic execution, leadership influence, and banking and lending expertise to drive value for our end clients. The ideal candidate can create structure in ambiguity, apply critical thinking to abstract problems, and build strong relationships across product, sales, marketing, technology, risk, legal, and compliance.

Position Summary

Identify and evaluate growth opportunities across business segments, partnering internally to assess scale, feasibility, client impact, and strategic fit. Develop executive-level materials that clearly frame recommendations, tradeoffs, progress, and decisions for stakeholders at all levels. Translate prioritized opportunities into detailed implementation plans, including milestones, dependencies, risks, and drive stakeholder alignment. Partner across teams to deliver the system, process, and operating changes required to improve client experience.

Experience

Experience 5-10+ years of professional experience in strategy & execution / product development / distribution roles in either management consulting or internal strategy teams – ideally within wealth management, retail banking or lending, and/or consumer financial services. Bachelor’s degree required.

Skills/Abilities

Preferred: High ownership, accountability, and autonomy, with the judgment to take initiative and drive progress without clear direction. Experience delivering products or initiatives to retail clients, with disciplined project/program management skills. Advanced ability to influence stakeholders and partner with teams across marketing, technology, and product to prioritize workstreams. Quantitative and qualitative analytical capability, with a creative and flexible approach to solving ambiguous problems. Clear communication, influencing, and executive presentation skills across written and verbal formats. Technical skills and experience with analytics tools are a plus.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

Expected Base Pay Rates

Expected base pay rates for the role will be between $110,000 and $190,000 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.

Equal Employment Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

What We Do

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.