E*TRADE from Morgan Stanley · 1 day ago
WMF Strategy & Initiatives Director
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$100K/yr - $135K/yr
5+ years expE*TRADE from Morgan Stanley is seeking a Director for their Strategy & Initiatives team in Wealth Management Finance. This role involves leading and executing strategic projects to modernize data and systems infrastructure while collaborating with various stakeholders to drive business growth and continuous improvement.
BankingFinanceFinancial Services
Responsibilities
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
Act as a role model and culture carrier; Embody and set an example of the Firm's values and holds yourself and others accountable to Firm standards
Collaborate with Wealth Management Finance, Technology, and Business partners to assist in managing and executing large-scale, enterprise-wide strategic initiatives
Understand new business initiatives and consult with appropriate Finance teams to define strategic approaches, and define deliverables
Drive continuous improvement of existing Wealth Management Finance systems, data and infrastructure
Work cross-functionally, partnering with stakeholders while ensuring accountability for deliverables
Ensure comprehensive documentation of project requirements, design, testing, and implementation processes
Track and follow up on all project-related issues to ensure timely resolution and ability to anticipate and escalate risks
Create and deliver presentations to senior management detailing project status, resource allocations, and resource needs
Leveraging agile methodologies for effective project execution
Build and maintain strong partnerships across Finance, IT, and other business and product areas to support successful outcomes
Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function
Qualification
Required
Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
B.A./B.S. in relevant field
5+ years of relevant experience
A high aptitude for numbers and a quick grasp of new applications and technology
Must be willing to learn, grow and remain agile
Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
A desire to work in a team-based environment and contribute as a team player
Extremely proficient with both MS Office
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
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
Company data provided by crunchbase