Morgan Stanley seeks to grow and manage its deposit products across both legacy and ETRADE channels to meet firm goals in growing balances, requiring a mix of project management, reporting, data analytics, and research to support product growth and refinement.
Requirements
- Proficiency is MS Office (Excel, PowerPoint, Access)
- SQL/Data Analysis skills are not required but highly preferred
Responsibilities
- Support in the management and launch of Morgan Stanley Deposit Products delivered through the Advised or Self-Directed channel
- Project management of new products and/or initiatives from pilot through launch, including assisting with the implementation of our project plan and strategy.
- Provide data & analytics and develop presentations to senior management to inform pricing and/or product strategies
- Draft client communications and collaborate with cross functional partners to develop and implement Deposit Products marketing strategy
- Maintain and update policies and procedures as needed to accurately reflect changes and enhancements to Deposit Products
- Partner with Risk, Legal, Compliance, and Audit on an ongoing and project-based basis to ensure adherence to rules, regulations and heightened standards
- Track financial performance and develop key performance metrics
Other
- 1-3 years of professional experience
- Wealth Management, Consulting, Corporate Strategy, and/or project management experience is a plus
- General knowledge of retail and private banking products
- Strong analytical & critical thinking skills
- Excellent verbal and written communication skills
