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E*TRADE from Morgan Stanley · 2 months ago

Director, Wealth Management Operations Strategy

New York, New York, United States of America

Full-time

Onsite

Lead/Staff, Director/Executive

$82K/yr - $133K/yr

4+ years exp

E*TRADE from Morgan Stanley is seeking an ambitious and detail-oriented Director to join their Wealth Management Operations Strategy team. The role involves driving and executing strategic initiatives across the Wealth Management division, working on high-priority projects including digital assets and tokenization.

BankingFinanceFinancial Services

Responsibilities

Prepare high-impact presentation materials for senior leaders based on known or information provided

Create and maintain regular communication channels with stakeholders to provide updates on project progress and gather feedback

Manage the day-to-day execution of project workstreams, ensuring timelines are met and deliverables are of the highest quality

Collaborate closely with Analysts, Associates, Vice Presidents, and Executive Directors to support all phases of a transaction lifecycle

Serve as a key point of contact for internal stakeholders on specific project matters, demonstrating professionalism and expertise

Analyze current workflows and recommend enhancements to streamline operations and improve efficiency within Wealth Management

Identify potential risks associated with projects and develop mitigation strategies to ensure successful execution

Assist in the planning and implementation of change management strategies to ensure smooth transitions during project rollouts

Qualification

Quantitative skillsAnalytical skillsProject managementMicrosoft ExcelMicrosoft PowerPointMicrosoft WordVerbal communicationWritten communicationAttention to detailTeam-oriented mindset

Required

Bachelor's degree in finance, Economics, Accounting, or a related quantitative field

A minimum of 4-6 years of relevant experience in a field such as investment banking, corporate development, private equity, or a related financial services role

Exceptional quantitative and analytical skills are essential

High proficiency in Microsoft Excel, PowerPoint, and Word

Proven ability to manage multiple projects and competing priorities in a fast-paced, deadline-driven environment

Excellent verbal and written communication skills, with the ability to articulate complex ideas clearly and concisely

A strong work ethic, sharp attention to detail, and a collaborative, team-oriented mindset