Morgan Stanley

Direct and Workplace Banking Strategy - Vice President

Morgan Stanley$110K — $190K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10+ years in strategy/execution, product development, or distribution roles
  • Experience in wealth management, retail banking, lending, or consumer financial services
  • Proven experience in management consulting or strategic roles
  • Bachelor’s degree required
  • Strong project/program management skills

Responsibilities

  • Identify and evaluate growth opportunities within business segments
  • Develop executive-level materials for stakeholder communication
  • Translate opportunities into detailed implementation plans
  • Drive alignment among stakeholders for operational changes
  • Collaborate with teams to enhance client experiences

Benefits

  • High ownership and autonomy in role
  • Opportunity to influence and lead strategic initiatives
  • Access to a collaborative work environment across multiple teams
  • Exposure to executive-level decision-making processes
Full Job Description

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

  • 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/AbilitiesPreferred

  • 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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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