E*TRADE from Morgan Stanley · 1 month ago
Cross-Segment Marketing Strategy & Innovation, Vice President
E*TRADE from Morgan Stanley is a leader in Wealth Management Marketing, focused on driving growth through brand awareness and impactful marketing programs. The role involves leading cross-segment marketing initiatives, managing projects related to AI, and fostering strong relationships across various teams to enhance marketing effectiveness.
BankingFinanceFinancial Services
Responsibilities
Drive programs across the team inclusive of virtual client events, rewards, cross-segment marketing ad-hoc projects (e.g., specialty segments) and AI and innovation-related initiatives
Be a natural self-starter and serve as the master connector to drive cross-segment initiatives forward
Foster strong, trusted and deep relationships and partnerships across Procurement and Sourcing, Legal, Compliance, Risk, Technology Business Development, Analytics & Data, Technology and Marketing colleagues
Build and maintain an integrated innovation transformation roadmap, with clear milestones and outcomes, aligned across Product, Data, Technology, and Marketing teams and successfully project manage to completion
Define and track KPIs for AI success in the Wealth Management Marketing team, in partnership with leaders and business partners
Partner with teams to reimagine workflows with AI to eliminate bottlenecks and unlock ROI
Partner with colleagues within the team and provide counsel to drive upskilling and adoption of AI related competencies (e.g., prompt-a-thons, prompt libraries, agent building, overall AI usage in everyday roles)
Qualification
Required
5-7 years experience in marketing, technology, and/or AI
Experience and proficiency in basic agent building and effective prompt architecture
Natural passion for AI and voracious learner on AI trends and info-sharing
Bridge builder with ability to work across teams, build relationships and trust
Self-motivated and detail-oriented, with the ability to thrive in complex business environments
Strong executive presence with flawless interpersonal, written and presentation communication skills
Excellent organizational and analytical capabilities
Strong knowledge of AI landscape
Preferred
FINRA Securities Industry Essentials (SIE) credentials, a plus
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.
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase