E*TRADE from Morgan Stanley · 3 months ago
Executive Director, Lending Advisor
Menlo Park, California, United States of America
Full-time
Onsite
Mid, Senior Level
$299K/yr - $299K/yr
5+ years expMorgan Stanley Private Bank, N.A. seeks an Executive Director, Lending Advisor in Menlo Park, California. The role involves designing lending solutions for International Wealth Management clients, assessing lending opportunities, and managing complex credit transactions while fostering client relationships and supporting growth initiatives.
BankingFinanceFinancial Services
Responsibilities
Design lending solutions for International Wealth Management clients
Meet with clients and prospects to support relationship development and discuss specific lending opportunities
Provide subject matter expertise to help identify and execute lending requests from new and existing clients
Assess potential lending opportunities by performing due diligence on financial and non-financial information
Create and review credit memos
Negotiate terms on proposed credit transactions
Manage the transaction pipeline, balancing client expectation and timely execution
Provide support to key clients in anticipation of any amendments or lending needs
Escalation management for new transactions
Drive growth across all lending solutions for UHNW clients
Partner with IPBs, Advisors and Field leaders to support growth initiatives including, product awareness, advisor recruiting, NAA strategies, and the integrated Firm
Meet with clients and prospects in partnership with IPB and Advisors fostering client relationships by analyzing and providing creative solutions to clients’ liquidity needs
Drive transaction analysis and support the structuring of complex credit transactions for UHNW clients and prospects
Partner with Product partners (HNW Lending, Tailored Lending), Legal, WM Risk and Credit Risk Management (“CRM”) to design optimal credit proposals in line with the Firm’s risk appetite and product guidelines, while adhering to the international lending control framework
Provide business support to all complex credit transactions from a designated market
Qualification
Required
Bachelor's in Information Science, Finance, or a related field
five (5) years of experience in the position offered or five (5) years as a Managing Director, Director, Vice President, or a related field
five (5) years of experience with credit origination or credit underwriting experience in a Private Banking or Broker-Dealer platform
underwriting across different asset classes including: portfolio of marketable securities (e.g., equities, investment and non-investment grade bonds, offshore mutual funds), commercial real estate, art, aircraft, hedge funds
securities market exchanges across LATAM, EMEA, Asia international markets
Letters of Credit operations, foreign exchange markets, and life insurance structures
offshore wealth-structuring jurisdictions and structures including Personal Holding Companies, Private Investment Companies, and Trusts
the regulatory environment and enhanced due diligence requirements applicable to global clients
Financial regulations including Reg U, Reg T, Rule 11d-1, and Reg W
leveraging accounting, economics, finance, and credit knowledge to create sound credit proposals
managing individual transactions by coordinating with different product and functional partners
business development and partnering with internal and external stakeholders
driving lending strategies
cultivating relationships with high-net-worth individuals
balancing the liquidity needs of wealth management clients in the international segment against risk frameworks
wealth management lending and international markets
delivering results in a dynamic regulated client-centric environment
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
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