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E*TRADE from Morgan Stanley · 2 months ago

Digital Assets Strategy Director, Wealth Management Operations

New York, New York, United States of America

Full-time

Onsite

Mid, Senior Level

$82K/yr - $133K/yr

6+ years exp

E*TRADE from Morgan Stanley is seeking an ambitious and detail-oriented Director to join their Wealth Management Operations Strategy team. This role involves driving and executing strategic initiatives across the Wealth Management division, particularly focusing on 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

Lead the development and implementation of strategies for digital asset integration within Wealth Management, including exploration of tokenization opportunities and their operational impact

Partner with technology and product teams to define requirements and drive the successful rollout of digital asset-related initiatives

Oversee the lifecycle of projects focused on digital asset platforms, ensuring robust organizational frameworks and compliance measures are in place

Serve as a key point of contact for internal stakeholders on project matters, demonstrating professionalism, expertise, and a deep understanding of both traditional and digital asset operations

Analyze and optimize operational processes for the secure and efficient management of digital assets, identifying opportunities for automation and scalability

Develop frameworks and best practices for the organization, custody, and reporting of digital assets within the Wealth Management division

Design and implement standardized processes and governance models for the management of both traditional and digital assets, ensuring data integrity and auditability

Research and evaluate emerging trends and technologies in digital assets and wealth management operations, identifying opportunities for innovation and competitive advantage

Proactively identify, assess, and prioritize potential risks across all project phases, encompassing technical, financial, operational, and external factors

Facilitate and support the planning and execution of comprehensive change management strategies to ensure seamless transitions and successful adoption of project rollouts

Qualification

Digital Asset ConceptsQuantitative SkillsProject ManagementMicrosoft ExcelMicrosoft PowerPointMicrosoft WordVerbal CommunicationWritten CommunicationAttention to DetailTeam Collaboration

Required

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

A minimum of 6-8 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

Familiarity with Digital Asset Concepts

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