Global Client Experience, Vice President jobs in United States
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E*TRADE from Morgan Stanley · 2 months ago

Global Client Experience, Vice President

positionBoston, Massachusetts, United States of America
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$150K/yr - $175K/yr
date7+ years exp

Morgan Stanley Investment Management is seeking a Vice President for their Global Client Experience Team to lead strategic initiatives that enhance the client experience across their global platform. The role focuses on driving execution excellence, fostering collaboration, and ensuring initiatives reflect the firm's core value of putting the client first.

BankingFinanceFinancial Services

Responsibilities

Lead and oversee complex, cross-functional programs that support the firm’s global client experience strategy, ensuring alignment with organizational goals and timely execution
Serve as a driver of process improvement and delivery discipline, maintaining focus on quality, consistency, and seamless execution across teams
Develop and own executive dashboards and performance reports that provide visibility into program health, progress, risks, and outcomes
Partner with senior management to lead executive steering committees and integrated workstreams, facilitating effective governance and decision-making
Act as a leader of transformational initiatives, driving innovation and continuous improvement across client engagement and servicing functions
Build and maintain strategic internal relationships across functions and geographies to strengthen collaboration and communication
Proactively identify and resolve bottlenecks, ensuring consistent program delivery and alignment with strategic objectives
Provide regular, data-driven updates and recommendations to leadership and stakeholders
Lead and mentor direct reports, fostering a high-performance culture and supporting professional development

Qualification

Program managementProcess optimizationOperational excellenceData-driven mindsetMicrosoft OfficeAnalytics toolsStakeholder managementFinancial services experienceExceptional communicationLeadershipCollaborationAdaptability

Required

Bachelor's degree required; advanced degree preferred
7–10 years of experience working with transformational initiatives, preferably within a complex, global organization
Demonstrated ability to influence and engage senior executives and lead through collaboration in a matrixed environment
Proven experience in program management, process optimization, and operational excellence
Strong data-driven mindset, with the ability to design, build, and interpret dashboards to support business insights and decision-making
Exceptional communication, presentation, and stakeholder management skills, with a strong executive presence
Advanced proficiency in Microsoft Office suite
Highly organized, adaptable, and capable of managing multiple priorities in a fast-paced environment

Preferred

Experience with analytics or visualization tools such as Tableau or Power BI preferred
Experience in financial services, especially in Institutional client service, relationship management, or client experience roles, is desirable

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

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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