Home Loans – Platforms & Client Experience - Executive Director

Morgan-Stanley; Dallas (TX); On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley is seeking an Executive Director to lead the strategy, design, and end-to-end delivery of Home Loans' digital tools and platform. You will own the online client experience redesign and translate client and advisor feedback into a clear roadmap.

In this role you will drive data-informed decisions, manage cross-functional teams, and partner with Digital and Technology to sequence roadmaps and budgets, ensuring alignment with risk, compliance, and client service goals.

Qualifications

• 10–15 years of professional experience in mortgage product management or digital delivery.
• Experience leading cross-functional strategic initiatives and digital platform redesigns.
• Proven ability to coach teams and manage stakeholders.

Responsibilities

• Lead strategy, design, and end-to-end delivery of Home Loans' digital tools and platform.
• Own the redesign of the online client experience with a clear product roadmap.
• Collaborate with Digital, Technology, Legal, and Compliance to align initiatives.

Skills

Cross-functional leadership

Digital product development

Product management

Platform delivery

Data-driven decision making

Project management

Microsoft Office

Communication skills

Team leadership

Education

BA/BS required

Tools

Microsoft Office

Job description

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments — Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients, including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.Morgan Stanley Private Bank, National Association ("MSPBNA") offers banking and credit products and services, including securities-based lending, mortgage loans, and home equity lines of credit, primarily to Morgan Stanley Wealth Management's high net worth clients. The Home Loans business is a key element of the Global Wealth Management strategy, and Morgan Stanley continues to make considerable investments in this business in terms of technology, processes, and personnel.MSPBNA is seeking an Executive Director to lead the strategy, design, and delivery of Home Loans' digital tools and platform, with a focus on redesigning the online client experience. This role sits within the Home Loans Product Development and Client Experience Group and will work closely with Home Loans management, the Digital team, Technology, and external partners to manage a pipeline of technology initiatives critical to the growth of the business and to delivering exemplary client experience.Position Responsibilities:Lead the strategy, design, and end-to-end delivery of Home Loans' digital tools and platform, from inception through implementationOwn the redesign of the online client experience, translating client, Advisor, and Sales feedback into a clear digital product roadmapDrive analysis and recommendations based on data, client and Advisor input, Sales feedback, and Legal / Compliance / Risk guidanceLead cross-functional working groups to evaluate current digital processes and design new solutions that improve performance and the client experiencePartner closely with the Digital and Technology teams on tech deliverables, priorities, and roadmap sequencingContribute to budget requests and the tech roadmap as they relate to successful implementation of new digital products and platform enhancementsDevelop relationships with key stakeholders to ensure collaboration, alignment, and agreement on all digital initiativesEstablish clear, measurable goals and performance targets for digital initiatives, incorporating them into management dashboards, scorecards, and reportingDesign and execute communication and implementation plans to gain leadership, team, Legal, Compliance, and other stakeholder buy-in for platform changesWork with members of Home Loans to create communications and training materials supporting the rollout of new digital tools and platform capabilitiesCommunicate with senior leadership on product, project, and platform updatesManage a team, providing support and guidance toward achieving shared business objectivesStay abreast of industry trends in digital mortgage and client experience, and their impact on the businessRequired Experience:10–15 years of professional experience in mortgage product management, digital product/platform delivery, or related change management rolesWorking experience in Consumer Banking, Mortgage, Wealth Management, and/or top-tier consulting firms is a plusDemonstrated success leading cross-functional, strategic initiatives, including digital platform or online experience redesign effortsExperience helping organizations plan and manage change to meet strategic goalsBA/BS requiredSkills/Abilities:Self-motivated, autonomous, and highly accountable for outcomesExperience managing a teamExperience with digital product development, product management, and platform deliveryDemonstrates project management best practices and is able to coach others toward the sameExercises appropriate judgment on when to escalate issues and engage partners on critical decisionsAbility to utilize data to drive decision-makingStrong relationship-building, communication, and influencing skillsProficiency with Microsoft Office (Excel, PowerPoint)Focused attention to detail and strong time management skillsCreative problem solving and ability to bring ambiguous issues to resolutionCompetency in writing business requirements, mapping process flows, testing, and executionExcellent written and verbal communication and presentation skills, including experience visually presenting ideas and data in a clear, concise mannerAbility to coach team members in product development or project management, as neededModels a proactive, positive approach to the work environment and expected deliverablesTakes initiative in identifying areas of improvement and opportunities for innovationWHAT 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.New YorkExpected base pay rates for the role will be between $150,000 and $250,000 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 programsMorgan 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 .