Morgan Stanley
AVP, HNW Lending Client and Field Strategies & Experience
Morgan Stanley - New York, New York, us, 10261
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Overview
AVP, HNW Lending Client and Field Strategies & Experience
Join to apply for the
AVP, HNW Lending Client and Field Strategies & Experience
role at
Morgan Stanley AVP, HNW Lending Client and Field Strategies & Experience
1 week ago Be among the first 25 applicants Join to apply for the
AVP, HNW Lending Client and Field Strategies & Experience
role at
Morgan Stanley Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley Wealth Management (“MSWM”) is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits and cash management through our network of 15,000 Financial Advisors, E*TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work.
MSWM’s Private Banking Group (“PBG”) offers a variety of lending, deposit, and cash management solutions such as securities-based loans, home loans, and cash management accounts. PBG is responsible for developing, launching and managing innovative banking and lending services tailored for Wealth Management clients through its US Bank entities: Morgan Stanley Private Bank, National Association (“MSPBNA”), Morgan Stanley Bank, N.A. (“MSPBNA”), and E*TRADE Bank (“ETB”).
High Net Worth Lending (“HNW Lending”) within the PBG is focused on managing, developing and growing the Securities Based Lending “SBL” business within Morgan Stanley. SBL provides MSWM clients with liquidity solutions by allowing clients to borrow against the value of eligible collateral held in their MSWM account.
The Product Management team is strategically focused on developing and executing plans that will position the HNW Lending Business for continued revenue growth, first-class risk management, operational efficiency, and service excellence. The person in this role is responsible for driving a world class experience for MSWM Financial Advisors and Clients. They will have responsibility for leading initiatives that increase business growth, improve our competitiveness and drive continuous improvement.
Key Accountabilities
Across the HNW Lending Products, support management of the client and field experience with a focus on marketing, business development and communications strategy Support the development and management of web content and presentations for Bankers, Advisors and clients Ensure existing content is complete, up to date and has all necessary approvals and manage a review process Develop new content and improve existing content based on field feedback and questions to support teams Negotiate content changes and updates with partners Support the review of marketing materials to ensure alignment with product features Develop communications project plans for product launches reviewing with key stakeholders Responsible for client and field facing product communications including client correspondence, statements, and online experience Review language changes for documents, letters and statements and look for opportunities to improve Ensure Morgan Stanley standards are met and there is consistency across the collateral the client receives Support the ad-hoc mailing process ensuring proper execution and testing Manage project plans for promotions and product feature launch plans ensuring review by key stakeholders Respond to field feedback and address various escalations Support Direct to Client Marketing initiatives Ensure the rules used to identify an eligible client are maintained Use data and analytic tools to test and validate that the appropriate clients are being contacted Develop testing approach and circulate results to senior management Develop and maintain a competitive information inventory understanding product offerings of other firms and how MS HNW Lending products compares
Experience
2 plus years of Securities Based Credit and Lending business, risk, or operations experience is required Experience within a brokerage firm or bank providing securities based and margin loans are a plus Experience working across various functional areas Legal, Compliance, Finance, Technology and Operations are key Bachelor’s degree or equivalent experience is required
Skills/Abilities
Business Analysis and Project Management skills required Energetic person with the ability to demonstrate positive initiative and leadership in a fast-paced environment Excellent communication and collaboration skills to work with and gain the confidence of cross-functional colleagues Detail orientation with strong organizational and analytical skills Ability to quickly learn and understand the suite of all Banking & Lending products and interconnections Communicate and set expectations appropriately to management and colleagues Manage projects on time
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 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). Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Sign in to set job alerts for “Vice President of Lending” roles.
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Join to apply for the
AVP, HNW Lending Client and Field Strategies & Experience
role at
Morgan Stanley AVP, HNW Lending Client and Field Strategies & Experience
1 week ago Be among the first 25 applicants Join to apply for the
AVP, HNW Lending Client and Field Strategies & Experience
role at
Morgan Stanley Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley Wealth Management (“MSWM”) is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits and cash management through our network of 15,000 Financial Advisors, E*TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work.
MSWM’s Private Banking Group (“PBG”) offers a variety of lending, deposit, and cash management solutions such as securities-based loans, home loans, and cash management accounts. PBG is responsible for developing, launching and managing innovative banking and lending services tailored for Wealth Management clients through its US Bank entities: Morgan Stanley Private Bank, National Association (“MSPBNA”), Morgan Stanley Bank, N.A. (“MSPBNA”), and E*TRADE Bank (“ETB”).
High Net Worth Lending (“HNW Lending”) within the PBG is focused on managing, developing and growing the Securities Based Lending “SBL” business within Morgan Stanley. SBL provides MSWM clients with liquidity solutions by allowing clients to borrow against the value of eligible collateral held in their MSWM account.
The Product Management team is strategically focused on developing and executing plans that will position the HNW Lending Business for continued revenue growth, first-class risk management, operational efficiency, and service excellence. The person in this role is responsible for driving a world class experience for MSWM Financial Advisors and Clients. They will have responsibility for leading initiatives that increase business growth, improve our competitiveness and drive continuous improvement.
Key Accountabilities
Across the HNW Lending Products, support management of the client and field experience with a focus on marketing, business development and communications strategy Support the development and management of web content and presentations for Bankers, Advisors and clients Ensure existing content is complete, up to date and has all necessary approvals and manage a review process Develop new content and improve existing content based on field feedback and questions to support teams Negotiate content changes and updates with partners Support the review of marketing materials to ensure alignment with product features Develop communications project plans for product launches reviewing with key stakeholders Responsible for client and field facing product communications including client correspondence, statements, and online experience Review language changes for documents, letters and statements and look for opportunities to improve Ensure Morgan Stanley standards are met and there is consistency across the collateral the client receives Support the ad-hoc mailing process ensuring proper execution and testing Manage project plans for promotions and product feature launch plans ensuring review by key stakeholders Respond to field feedback and address various escalations Support Direct to Client Marketing initiatives Ensure the rules used to identify an eligible client are maintained Use data and analytic tools to test and validate that the appropriate clients are being contacted Develop testing approach and circulate results to senior management Develop and maintain a competitive information inventory understanding product offerings of other firms and how MS HNW Lending products compares
Experience
2 plus years of Securities Based Credit and Lending business, risk, or operations experience is required Experience within a brokerage firm or bank providing securities based and margin loans are a plus Experience working across various functional areas Legal, Compliance, Finance, Technology and Operations are key Bachelor’s degree or equivalent experience is required
Skills/Abilities
Business Analysis and Project Management skills required Energetic person with the ability to demonstrate positive initiative and leadership in a fast-paced environment Excellent communication and collaboration skills to work with and gain the confidence of cross-functional colleagues Detail orientation with strong organizational and analytical skills Ability to quickly learn and understand the suite of all Banking & Lending products and interconnections Communicate and set expectations appropriately to management and colleagues Manage projects on time
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 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). Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Sign in to set job alerts for “Vice President of Lending” roles.
New York, NY $187,200.00-$312,000.00 2 weeks ago Vice President/ Senior Vice President, Venture Lending and Banking
New York, NY $150,000.00-$200,000.00 4 days ago New York, NY $160,500.00-$191,600.00 1 week ago New York, NY $190,000.00-$340,000.00 1 day ago SVP, Credit Reserve and Basel Advanced Approaches Oversight (Hybrid)
New York, NY $163,600.00-$245,400.00 2 weeks ago New York, NY $135,000.00-$203,000.00 1 month ago Senior Vice President, Asset Managers & Insurance Lending
New York, NY $102,000.00-$190,000.00 13 hours ago Citi Wealth Lending – Business Strategy Vice President / Senior Vice President
New York, NY $176,720.00-$265,080.00 6 hours ago Investor Relations - Credit, VP/Principal
New York City Metropolitan Area $200,000.00-$300,000.00 1 month ago Vice President, Structured & Asset Backed Credit
New York, NY $150,000.00-$265,000.00 1 week ago New York, NY $250,000.00-$275,000.00 1 week ago MSIM PC&E - Private Credit- Senior Associate/ Vice President
New York, NY $200,000.00-$250,000.00 2 days ago AVP, Credit Portfolio Analytics and Strategy
New York City Metropolitan Area $90,000.00-$120,000.00 2 days ago Assistant Vice President, Capital Formation and FP&A (Direct Lending)
New York, NY $122,000.00-$164,000.00 3 weeks ago New York, NY $160,000.00-$225,000.00 1 day ago Vice President - Credit Underwriting and Portfolio Management, Diversified Industrials
New York, NY $170,000.00-$190,000.00 1 month ago New York City Metropolitan Area $130,000.00-$200,000.00 1 week ago New York, NY $187,500.00-$307,500.00 3 weeks ago New York, NY $110,000.00-$205,000.00 1 day ago Associate/Vice President, Corporate Banking - Power, Utilities,& Infrastructure
New York, NY $160,000.00-$225,000.00 1 day ago Vice President, Legal – Structured Credit & Asset-Based Lending
New York City Metropolitan Area $200,000.00-$300,000.00 6 days ago New York, NY $145,000.00-$272,000.00 1 day ago Vice President - Customer Success Manager
Quantitative Research - Credit - Vice President
Risk Management - Wholesale Credit Capital Model Development - Vice President
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr