Morgan Stanley

Home Loans - Platforms & Client Experience - Executive Director

Morgan Stanley$150K — $250K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10-15 years of experience in mortgage product management or digital platforms
  • Background in Consumer Banking, Mortgage, or Wealth Management is a plus
  • Proven track record in leading strategic digital initiatives
  • Experience managing organizational change to achieve goals
  • BA/BS degree required

Responsibilities

  • Lead strategy, design, and delivery of digital tools and platforms
  • Redesign the online client experience based on feedback
  • Analyze data to inform digital product decisions
  • Evaluate and design new digital solutions with cross-functional teams
  • Collaborate with Digital and Technology teams on project priorities
  • Support budget planning related to digital product enhancements
  • Establish measurable goals for digital initiatives

Benefits

  • Comprehensive health and wellness programs
  • Generous vacation and personal days
  • Flexible work environment options
  • Training and professional development opportunities
  • Retirement savings plans with company match
  • Performance bonuses and incentive compensation packages
Full Job Description
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 implementation
  • Own the redesign of the online client experience, translating client, Advisor, and Sales feedback into a clear digital product roadmap
  • Drive analysis and recommendations based on data, client and Advisor input, Sales feedback, and Legal / Compliance / Risk guidance
  • Lead cross-functional working groups to evaluate current digital processes and design new solutions that improve performance and the client experience
  • Partner closely with the Digital and Technology teams on tech deliverables, priorities, and roadmap sequencing
  • Contribute to budget requests and the tech roadmap as they relate to successful implementation of new digital products and platform enhancements
  • Develop relationships with key stakeholders to ensure collaboration, alignment, and agreement on all digital initiatives
  • Establish clear, measurable goals and performance targets for digital initiatives, incorporating them into management dashboards, scorecards, and reporting
  • Design and execute communication and implementation plans to gain leadership, team, Legal, Compliance, and other stakeholder buy-in for platform changes
  • Work with members of Home Loans to create communications and training materials supporting the rollout of new digital tools and platform capabilities
  • Communicate with senior leadership on product, project, and platform updates
  • Manage a team, providing support and guidance toward achieving shared business objectives
  • Stay abreast of industry trends in digital mortgage and client experience, and their impact on the business


Required Experience:
  • 10-15 years of professional experience in mortgage product management, digital product/platform delivery, or related change management roles
  • Working experience in Consumer Banking, Mortgage, Wealth Management, and/or top-tier consulting firms is a plus
  • Demonstrated success leading cross-functional, strategic initiatives, including digital platform or online experience redesign efforts
  • Experience helping organizations plan and manage change to meet strategic goals
  • BA/BS required


Skills/Abilities:
  • Self-motivated, autonomous, and highly accountable for outcomes
  • Experience managing a team
  • Experience with digital product development, product management, and platform delivery
  • Demonstrates project management best practices and is able to coach others toward the same
  • Exercises appropriate judgment on when to escalate issues and engage partners on critical decisions
  • Ability to utilize data to drive decision-making
  • Strong relationship-building, communication, and influencing skills
  • Proficiency with Microsoft Office (Excel, PowerPoint)
  • Focused attention to detail and strong time management skills
  • Creative problem solving and ability to bring ambiguous issues to resolution
  • Competency in writing business requirements, mapping process flows, testing, and execution
  • Excellent written and verbal communication and presentation skills, including experience visually presenting ideas and data in a clear, concise manner
  • Ability to coach team members in product development or project management, as needed
  • Models a proactive, positive approach to the work environment and expected deliverables
  • Takes initiative in identifying areas of improvement and opportunities for innovation


New York

Expected 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 programs

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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