E*TRADE from Morgan Stanley ยท 3 weeks ago
Donor Advised Fund Product Manager, Vice President
New York, New York, United States of America
Full-time
Onsite
Mid Level
3+ years expE*TRADE from Morgan Stanley is seeking a Donor Advised Fund Product Manager, Vice President to support and drive the growth of their charitable investment fund. The role involves leading business initiatives, developing strategies, and engaging with Financial Advisors to enhance product offerings and client relationships.
BankingFinanceFinancial Services
Responsibilities
Lead key business initiatives in a project management capacity (e.g. technology and program enhancements; offering expansions) from ideation to implementation, including: competitive market analyses; revenue and expense modeling; design of supervisory frameworks; development of project timelines; acquisition of senior leadership consensus; and management/oversight of workstreams through completion
Develop strategic presentations for senior leadership, and the MS GIFT Board of Directors, both to pitch/implement product development and to report/socialize business results
Engage regularly with Financial Advisors to deliver product education, communicate evolving product strategy aligned with the market and tax environments, and drive product sales (e.g. Field-facing presentations; addressing Financial Advisor inquiries; joining investor/prospect product pitch meetings)
Design and execute cross-functional product and sales strategy (e.g. with portfolio managers, private markets partners, OCIO, tax/trust/estate planning specialists, etc.)
Liaise in a relationship management capacity with internal and external partners, including provision of oversight/management of third-party partners which support key components of the DAF solution
Develop marketing collateral that strategically positions the product which Financial Advisors can leverage engage investors (e.g. whitepapers, social media, marketing flyers)
Partner with Legal, Risk and Compliance constituents to design and maintain supervisory models and policy frameworks conducive to risk-aligned oversight of the program
Build and monitor analytics/reporting that track business metrics and KPI delivery
Qualification
Required
Work experience in the investment advisory or asset management spaces, and commensurate knowledge of financial markets, the nature of business and client relationships in this industry, products involved, and regulatory frameworks
Tax, estate, charitable planning experience, and/or Donor Advised Fund experience would be beneficial
Flexible and adaptable to changing work environments, with a willingness to learn new skills in order to meet evolving business needs
Goal-oriented, self-motivated, solutions driven individual with excellent problem-solving skills, who can 'think like an owner' and lead strategy development/program analysis
Collaborative and team-oriented, with the ability to run workstreams independently that contribute to a larger initiative or goal
Strong project management skills - ability to develop detailed action plans, set reasonable deadlines, follow-up with key stakeholders, and manage deliverables and expectations
Exceptional communication (oral and written) skills, including the ability to interact professionally with Financial Advisors and UHNW clients, to collaborate with colleagues at every level of the organization including senior leadership, and to author policy/technical documents
Excellent organizational and time management skills conducive to working on multiple projects with concurrent and competing deadlines
Ability to build, analyze and interpret data sets
Demonstrates consummate professionalism while representing Morgan Stanley when interfacing with Financial Advisors, Home Office partners, clients, and external partners
Proficient in all Microsoft Office applications: e.g. the ability to create a management deck with Powerpoint; the ability to use Excel to work with and analyze large data sets
BA/BS degree in Finance or related field, or similar work experience
Preferred
Work experience in the Wealth Management Field environment preferred (i.e. how Financial Advisors run their practices; systems and platforms utilized; management and risk org structures)
Series 7 license preferred, or willingness to attain such license
3-8 years of experience preferred
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
H1B Sponsorship
E*TRADE from Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Director and Customer Marketing
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase