E*TRADE from Morgan Stanley · 13 hours ago
Wealth Management Operations Client Service Center Vice President
Columbus, Ohio, United States of America
Full-time
Onsite
Mid, Senior Level
6+ years expE*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking a Vice President in Wealth Management Operations Client Service Center to manage a team supporting cash management products and services. The role involves managing client relationships, optimizing client experience, and leading a team to implement effective operational controls.
BankingFinanceFinancial Services
Responsibilities
Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
Ownership of critical escalations for UHNW relationships and key business partners
Partnership with broader operations team to identify and implement process improvement or automation opportunities
Qualification
Required
Strong relationship building skills serving as a role model for client service
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
Well rounded understanding of the firm's cash management services including debit cards, checks, internal money movement applications, and digital services such as bill pay, online transfers, mobile check deposits, and Zelle
Ability to partner with and maintain relationships with key vendor contacts
Must obtain Series 99 license if supervising a covered function
At least 6 years' relevant experience would generally be expected to find the skills required for this role
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