Strategic Markets & Trading Lead

Morgan Stanley; New York (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley, within WM Capital Markets, seeks a Lead of Markets Management to optimize client, Financial Advisor, and trader experiences across Equities, Fractional Shares Trading, and Lending platforms.

Lead initiatives to ensure stability, risk mitigation, and smooth daily operations, with a focus on executive-level reporting and cross-divisional collaboration. Requires 5–7 years in financial services, Series 7, 63 and 57, and strong leadership capabilities.

Qualifications

• Undergraduate degree in business, finance, accounting or related field.
• Active Series 7 license required.
• Active Series 63 and 57 licenses required within 6 months.
• Strong analytical and executive communication skills.
• Experience in trading management, operations, consulting, strategy, or product management is preferred.

Responsibilities

• Oversee policies, processes, reporting, and infrastructure for Equity, Options, and Lending operations to ensure stability and risk controls.
• Lead cross-divisional efforts to secure client access to stock lending and short sale opportunities with internal and external partners.
• Scale the Fractional Shares trading business, supervise daily PnL and best execution.
• Develop and deliver strategic initiatives including competitive analysis, reporting, pricing, product expansion, and regulatory compliance.

Skills

Executive communication

Analytical ability

Project management

Cross-functional collaboration

Executive presentation readiness

Risk awareness

Education

Undergraduate degree in business, finance, accounting or related field

Job description

Morgan Stanley, within WM Capital Markets, seeks a Lead of Markets Management to optimize client, Financial Advisor, and trader experiences across Equities, Fractional Shares Trading, and Lending platforms.

Lead initiatives to ensure stability, risk mitigation, and smooth daily operations, with a focus on executive-level reporting and cross-divisional collaboration. Requires 5–7 years in financial services, Series 7, 63 and 57, and strong leadership capabilities.