E*TRADE from Morgan Stanley · 6 hours ago
Separately Managed Accounts (SMA) Product Development Lead
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$110K/yr - $185K/yr
5+ years expE*TRADE from Morgan Stanley provides a range of wealth management products and services for affluent individuals, businesses, and institutions. The role involves leading the Product Development team for Separately Managed Accounts (SMAs), focusing on product innovation, improving client experience, and enhancing operational efficiency.
BankingFinanceFinancial Services
Responsibilities
Serve as subject matter expert in SMAs, developing a strong understanding of the competitive landscape, sales trends, product innovations and the regulatory landscape
Lead strategic initiatives designed to improve efficiency, enhance the Financial Advisor and client experience, and innovate ensuring Morgan Stanley remains a leader in the product categories
Partner with National Sales to provide training, drive product awareness, and adoption of the businesses
Partner with Operations, Technology and Platform teams to streamline procedures, develop system enhancements, and improve the overall quality of the platform
Engage with asset management firms on new product development partnership opportunities
Partner with internal due diligence team to review, launch, and monitor products
Qualification
Required
At least 5 years of relevant experience in Wealth Management, Investment Management, product development and management, consulting, or other relevant experience
Active Series 7 and 63 required (must obtain within 6 months of start)
Advanced proficiency in MS Office products (Excel, Word, PowerPoint)
Strong quantitative, analytical and data analysis / modelling skills
Excellent executive communication skills - verbal and written
Detail oriented; strong presentation skills; ability to multitask and lead on multiple strategic projects simultaneously
Ability to think creatively and strategically
Motivated, action-oriented self-starter with business ownership mentality
Strong organizational skills
Commercially driven
Strong interpersonal, collaborative, and team skills including ability to work with third party investment managers and Financial Advisors
Preferred
CFA a plus
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
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
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
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