E*TRADE from Morgan Stanley · 1 hour ago
Vice President - Money Market Funds Operations
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$120K/yr - $172K/yr
7+ years expE*TRADE from Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help clients achieve their financial goals. The Vice President in Investment Management Operations is responsible for ensuring the smooth operation of liquidity money market funds, managing client relationships, and leading a team to drive operational excellence.
BankingFinanceFinancial Services
Responsibilities
Manage a team of professionals and oversee all operational activities, including fund accounting, trade settlement, record-keeping and investor servicing of the liquidity client services team
High proactive and energetic focus toward client service and relationship management
Ability to work across an array of functional teams and stakeholders in a fast-paced environment to meet committed timelines. (investment team, sales, transfer agent and third-party service providers)
Drive the adoption of technology solutions to streamline operational workflows, enhance data accuracy, and improve reporting capabilities
Lead, participate and direct resources to deliver day to day (BAU) and project / product development initiatives to support liquidity business
Conduct periodic reviews of operational processes/procedures to ensure efficiency and identify areas or improvement
Implement robust operational risk management framework to identify, monitor and mitigate risks
Lead and mentor the Client Service team, fostering a culture of accountability, innovation and high performance
Collaborate with the investment and sales teams to align operational processes with the funds’ overall strategy
Act as a key point of contact between operations and senior management to ensure alignment on priorities and deliverables
Work closely with clients, sales, intermediaries and vendors to address operational queries and ensure satisfaction
Represent the operations team in investor discussions, onboarding new client accounts, and corporate actions meetings
Carry the firm’s culture, values, and commitment to operational excellence by putting clients first, doing the right thing, leading with exceptional ideas, and giving back
Qualification
Required
In depth knowledge of money market funds structure, operations and regulatory framework, with a strong understanding of the Transfer Agency roles/ functions and systems
Knowledge of Mutual Fund intermediary fee contracts and payments (12b-1, Sub-TA Shareholder servicing, Revenue share)
Proven track record in managing teams and complex operational workflows
Excellent leadership, communication and interpersonal skills
Strong analytical and problem-solving skills, with a focus on process improvement
Strong individual initiative with the ability to take a proactive approach to assign projects and new team initiatives. Ability to think outside the box in problem solving
Proficiency in computer skills, particularly with Microsoft Office (i.e. Word, Excel, and Access) and other industry-leading technologies like Alteryx, Power BI, GenAI, etc. to drive automation and efficiency
At least 7 years' relevant experience would generally be expected to find the skills required for this role
Benefits
Comprehensive employee benefits and perks in the industry
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
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