Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management, and Institutional Securities. The Wealth Management business unit comprises one of the world's largest networks of Financial Advisors, and the U.S. Banks division plays a key role in executing the Wealth Management strategy.
The Morgan Stanley U.S. Banks continue to execute on multi-year strategic priorities aligned with Firm strategy, including expanding the breadth of banking solutions offered to clients. The Deposits & Cash Management team is focused on growing core deposit capabilities, strengthening client relationships, and developing new products to support evolving client needs.
Role Overview
This role supports the operational execution and client onboarding of Morgan Stanley's new corporate deposit product offering, including overnight and term deposit capabilities delivered through digital banking platforms.
The successful candidate will serve as a central "quarterback" across Sales, Product, Onboarding, and Operations, ensuring seamless client onboarding, issue resolution, and ongoing product support. As a Vice President, this role will also be responsible for establishing scalable processes and building out a middle office support function as the product platform grows.
Key Responsibilities
Act as the primary coordination point ("quarterback") across stakeholders to facilitate end-to-end client onboarding
Support Sales and Product teams throughout the onboarding lifecycle, including client interactions, demos, and follow-ups
Lead Online Banking setup, walkthroughs, and client demonstrations of platform capabilities
Conduct follow-up outreach with clients to ensure timely completion of onboarding documentation and requirements
Manage inbound client inquiries and issues, providing timely resolution or escalation as appropriate
Maintain and update onboarding status within Salesforce, ensuring accurate tracking of operational stages and pipeline progression
Help design and implement a scalable ticketing and case management system for client support and issue tracking
Identify process gaps and drive continuous improvement across onboarding and support workflows
Support build-out and management of a middle office product support team as the platform scales
Experience
5-8+ years of experience in client onboarding, middle office, product support, or cash management operations
Experience supporting corporate banking products, ideally deposits or treasury services
Proven ability to manage end-to-end onboarding processes and client lifecycle activities
Bachelor's degree in Finance, Economics, Business, or related field
Skills & Attributes
Strong organizational skills with ability to manage multiple onboarding cases simultaneously
Client-focused mindset with strong problem-solving and issue resolution capabilities
Ability to operate effectively across Sales, Product, Technology, and Operations teams
Strong attention to detail with focus on process integrity and data accuracy (e.g., Salesforce tracking)
Excellent communication skills with ability to interact with both internal stakeholders and external clients
Execution-oriented mindset with ability to operate in a fast-paced, build environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.