The Deposits and Cash Management Team designs, delivers, and maintains products and services across Morgan Stanley, Digital Direct, and MS@Work platforms to help clients manage their cash needs: transactional cash (e.g., CashPlus Brokerage, Bank Checking, Bank Deposit Program), cash saved for a specific purpose (e.g., Preferred Savings Program, Bank Savings), cash as part of a strategic portfolio allocation (e.g., Certificates of Deposit). The team also oversees banking services that support deposit products and cash management (e.g., debit cards, check writing).

Morgan Stanley is building out an industry-leading deposits and cash management offering, that capitalizes on the acquisitions of E*TRADE and Shareworks. We are seeking a talented and motivated individual to join the Cash Management Team to launch a new Client Experience (CEX) Program. The objective of the CEX program is to unlock transformational deposit growth, starting with transactional deposits on the Morgan Stanley platform, by enhancing overall Field (e.g., Financial Advisors, Service Professionals) and Client satisfaction.

A key component of the program is to deliver a methodical and holistic approach to collecting, consolidating, analyzing, prioritizing, and addressing feedback from existing listening posts and integrating new listening posts into key experiences. This is a critical role to ensure efficient deployment of budget and resources to unlock growth.

The ideal candidate is passionate about delivering the best products and experiences possible. This is an opportunity to join an entrepreneurial team, focused on innovation and building out a next generation cash management offering. The team collaborates with cross functional partners in Legal, Risk, Compliance, Sales, Marketing, Operations & Technology to discover, develop, build, enhance, and grow cash management products & services. This role encourages collaboration and is perfect for a team player interested in learning and growing with the firm.

Day-in-the-life of a Client Experience Program Associate could include (but not limited to):

• Consolidate and analyze feedback across existing listening posts (e.g., Complaints, App Store Reviews) • Launch new listening posts (e.g., digital surveys post completion of key tasks) • Establish and maintain a framework to capture pain points and opportunities, including ability to quantify volumes across channels • Identify data-driven opportunities for improvement, including journey mapping on “moments of truth” in the client experience • Partner with product managers across the Deposits and Cash Management team and key stakeholders (e.g., legal, compliance, operations) on analysis and solutioning • Provide product support on inquiries delivering a white-glove experience

Experience: •5 years of professional experience in product management or client experience •Banking, wealth management and/or top tier consulting firm with a focus on banking or digital strategy is a plus •Research, synthesis, and development of C-Suite level presentations •Experience working on process optimization and transformation initiatives •BA/BS required Skills/Abilities: •Understanding of retail banking space and emerging trends •Understanding of web and mobile technologies •Excellent relationship building capabilities with internal and external partners •Research and synthesize information into PowerPoint presentations •Ability to work on multiple initiatives concurrently •Independent initiative, comfort working in a fast paced environment •Strong communicator with solid written and verbal presentation skills •Appreciate & encourage diversity of people, ideas & perspectives Expected base pay rates for the role will be between $80,000 and $125,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job: *Wealth Management

Title: AVP Deposits & Cash Management Client Experience

Location: New York-New York

Requisition ID: 3256534