Product Support Manager- Corporate Deposits - Vice President

PowerToFly; New York (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Vice President to oversee the onboarding of corporate deposits and related banking solutions. You will serve as the central coordinator across Sales, Product, Onboarding, and Operations to ensure seamless client onboarding and issue resolution.

You will build scalable middle office support as the product platform expands, guide end‑to‑end onboarding, and collaborate with teams to optimize client lifecycle activities.

Qualifications

• 5–8+ years of experience in client onboarding, middle office, product support, or cash management operations.
• Experience supporting corporate banking products, ideally deposits or treasury services.
• Proven ability to manage end‑to‑end onboarding processes and client lifecycle activities.
• Bachelor’s degree in Finance, Economics, Business, or related field.

Responsibilities

• Act as the primary coordination point across Sales, Product, Onboarding, and Operations for end‑to‑end client onboarding.
• Support Sales and Product teams during onboarding, including client interactions, demos, and follow‑ups.
• Lead Online Banking setup, walkthroughs, and client demonstrations of platform capabilities.
• Ensure timely completion of onboarding documentation and client requirements.
• Manage inbound client inquiries and issues with timely resolution or escalation.
• Maintain onboarding status in Salesforce and track pipeline stages accurately.
• Design and implement scalable ticketing and case management for client support.
• Identify process gaps and drive continuous improvement across onboarding and support workflows.
• Support build‑out of a middle office product support team as the platform scales.

Skills

Stakeholder coordination

Onboarding expertise

Sales/Product collaboration

Salesforce knowledge

Client focus

Education

Bachelor's degree in Finance/Economics/Business

Tools

Salesforce

Job description

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management, and Institutional Securities. The Wealth Management business unit comprises one of the world’s largest networks of Financial Advisors, and the U.S. Banks division plays a key role in executing the Wealth Management strategy.

The Morgan Stanley U.S. Banks continue to execute on multi-year strategic priorities aligned with Firm strategy, including expanding the breadth of banking solutions offered to clients. The Deposits & Cash Management team is focused on growing core deposit capabilities, strengthening client relationships, and developing new products to support evolving client needs.

Role Overview

This role supports the operational execution and client onboarding of Morgan Stanley’s new corporate deposit product offering, including overnight and term deposit capabilities delivered through digital banking platforms.

The successful candidate will serve as a central “quarterback” across Sales, Product, Onboarding, and Operations, ensuring seamless client onboarding, issue resolution, and ongoing product support. As a Vice President, this role will also be responsible for establishing scalable processes and building out a middle office support function as the product platform grows.

Key Responsibilities

• Act as the primary coordination point (“quarterback”) across stakeholders to facilitate end‑to‑end client onboarding
• Support Sales and Product teams throughout the onboarding lifecycle, including client interactions, demos, and follow‑ups
• Lead Online Banking setup, walkthroughs, and client demonstrations of platform capabilities
• Conduct follow‑up outreach with clients to ensure timely completion of onboarding documentation and requirements
• Manage inbound client inquiries and issues, providing timely resolution or escalation as appropriate
• Maintain and update onboarding status within Salesforce, ensuring accurate tracking of operational stages and pipeline progression
• Help design and implement a scalable ticketing and case management system for client support and issue tracking
• Identify process gaps and drive continuous improvement across onboarding and support workflows
• Support build‑out and management of a middle office product support team as the platform scales

Experience

• 5–8+ years of experience in client onboarding, middle office, product support, or cash management operations
• Experience supporting corporate banking products, ideally deposits or treasury services
• Proven ability to manage end‑to‑end onboarding processes and client lifecycle activities
• Bachelor’s degree in Finance, Economics, Business, or related field

Skills & Attributes

• Strong organizational skills with ability to manage multiple onboarding cases simultaneously
• Client‑focused mindset with strong problem‑solving and issue resolution capabilities
• Ability to operate effectively across Sales, Product, Technology, and Operations teams
• Strong attention to detail with focus on process integrity and data accuracy (e.g., Salesforce tracking)
• Excellent communication skills with ability to interact with both internal stakeholders and external clients
• Execution‑oriented mindset with ability to operate in a fast‑paced, build environment

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.

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.