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E*TRADE from Morgan Stanley · 1 month ago

E*TRADE Strategy & Execution, VP

Chicago

Full-time

Onsite

Mid, Senior Level

$110K/yr - $190K/yr

ETRADE from Morgan Stanley is seeking a Vice President to support Strategy and Execution efforts across the ETRADE business. The role focuses on defining, enhancing, and delivering the Active Trader client segment value proposition through market research, cross-functional team leadership, and strategic updates to leadership.

BankingFinanceFinancial Services

Responsibilities

Conducting internal and external market research to identify key segment attributes, define segment personas, and identify competitive gaps

Partnering with the business, service, platforms, marketing, technology, and legal / risk / compliance to define roadmap for driving share of wallet expansion across the Active Trader client segment

Leading cross-functional teams across execution of key initiatives, managing a matrixed leadership structure and ensuring alignment of priorities across business partners

Serving as a “client advocate” and representing the segment across internal and external forums, articulating segment needs, wants and desires internally and helping build consensus across execution

Providing strategic and tactical updates to E*TRADE and Wealth Management Client Segments leadership

Driving and maintaining prudent expense management across the segment initiatives

Partnering with the broader Wealth Management Client Segments Strategy and Execution team to support cross-divisional initiatives, chief-of-staff responsibilities, and occasional execution across non-E*TRADE focused projects

Building close relationships with all our functional partners (Finance, HR, Legal, Risk, Compliance, etc.) and overseeing monthly management reporting in collaboration with the functional partners

Qualification

Wealth Management experienceAnalytical skillsLeadership skillsActive Trader knowledgeProject managementCommunication skillsExcel proficiencyPowerPoint proficiencyDataIKU knowledgeThinkcell knowledgeTableau knowledgeDetail-orientedProblem-solvingInterpersonal skills

Required

Bachelor's degree required

Experience in Wealth Management (Full-Service or Self-Directed segments) or related strategy/corporate development roles in the financial services industry

Strong leadership skills with the ability to drive initiatives and influence at all levels of the organization

Ability to manage complex projects, distilling abstract ideas into actionable plans and executing against them

Excellent interpersonal and communication skills and the ability to interact with colleagues at all levels across a complex and dynamic organization

Highly detail-oriented individual with ability to manage multiple priorities and competing deadlines

Exceptional analytical and strategic problem-solving skills

Ability to work independently and solve problems with limited information

Ability to travel ad-hoc as needed to other satellite offices (primarily Chicago and Alpharetta)