VP- Wealth Management Operations Strategy- Digital Assets jobs in United States
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E*TRADE from Morgan Stanley · 2 hours ago

VP- Wealth Management Operations Strategy- Digital Assets

E*TRADE from Morgan Stanley is seeking a highly skilled and strategically minded Vice President to join their Wealth Management Operations Strategy team. This role will drive complex initiatives focused on digital assets and requires deep experience in regulated financial institutions.

BankingFinanceFinancial Services

Responsibilities

Develop strategy and execution plans for digital asset related initiatives across Wealth Management, influencing senior leaders and cross functional partners
Prepare high impact materials for Executive Directors, Managing Directors, and governance forums to drive decision making
Establish and lead executive level communication channels to ensure alignment on program objectives, regulatory considerations, and operational readiness
Oversee day to day delivery of complex workstreams involving digital assets, tokenization, blockchain integrations, or digital custody frameworks
Ensure project milestones, regulatory requirements, and risk considerations are met with precision
Partner with Technology, Risk, Compliance, Legal, and Front Office teams to operationalize new capabilities
Serve as a subject matter expert on digital assets, providing guidance on operational best practices, custody models, settlement flows, and emerging regulatory expectations
Apply hands on experience from prior roles within a regulated financial institution to shape operating models, controls, and scalability
Stay current with industry trends, including tokenization, blockchain infrastructure, crypto market structure, and digital asset regulatory developments (SEC, FINRA, CFTC, OCC, NYDFS)
Act as a key point of contact for internal and external partners on digital asset strategy, implementation, and operational design
Influence senior stakeholders by presenting clear analysis, risk assessments, and strategic recommendations
Lead assessments of current workflows and design scalable end to end operating models for digital asset offerings
Recommend enhancements to improve controls, efficiency, and client experience across Wealth Management Operations
Identify potential risks (operational, regulatory, market) relating to digital asset initiatives and define appropriate mitigation plans
Lead change management strategies to ensure cross functional adoption during new product launches or major platform enhancements

Qualification

Digital asset expertiseBlockchain technologyRegulatory considerationsProject executionStakeholder managementAnalytical skillsLeadership presenceMicrosoft ExcelMicrosoft PowerPointMicrosoft WordCommunication skillsProblem solvingAttention to detail

Required

Bachelor's degree in Finance, Economics, Accounting, Engineering, or related quantitative field
7-10 years of relevant experience, including direct experience supporting digital asset products or infrastructure within a regulated financial institution (e.g., crypto operations, tokenization programs, digital custody capabilities, blockchain initiatives)
Strong command of digital asset concepts, blockchain technology, market structure, custody mechanics, and relevant regulatory considerations
Proven track record leading complex, cross functional programs with senior level exposure
Exceptional analytical, problem solving, and execution skills; ability to manage competing priorities in a fast paced environment
High proficiency in Microsoft Excel, PowerPoint, and Word
Excellent communication and presentation skills, capable of translating complex topics for senior audiences
Strong leadership presence, collaborative mindset, and uncompromising attention to detail

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

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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Company data provided by crunchbase