Home Loans - Platforms & Client Experience - Executive Director

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments — Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients, including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.

Morgan Stanley Private Bank, National Association ("MSPBNA") offers banking and credit products and services, including securities-based lending, mortgage loans, and home equity lines of credit, primarily to Morgan Stanley Wealth Management's high net worth clients. The Home Loans business is a key element of the Global Wealth Management strategy, and Morgan Stanley continues to make considerable investments in this business in terms of technology, processes, and personnel.

MSPBNA is seeking an Executive Director to lead the strategy, design, and delivery of Home Loans' digital tools and platform, with a focus on redesigning the online client experience. This role sits within the Home Loans Product Development and Client Experience Group and will work closely with Home Loans management, the Digital team, Technology, and external partners to manage a pipeline of technology initiatives critical to the growth of the business and to delivering exemplary client experience.

Position Responsibilities:

• Lead the strategy, design, and end-to-end delivery of Home Loans' digital tools and platform, from inception through implementation
• Own the redesign of the online client experience, translating client, Advisor, and Sales feedback into a clear digital product roadmap
• Drive analysis and recommendations based on data, client and Advisor input, Sales feedback, and Legal / Compliance / Risk guidance
• Lead cross-functional working groups to evaluate current digital processes and design new solutions that improve performance and the client experience
• Partner closely with the Digital and Technology teams on tech deliverables, priorities, and roadmap sequencing
• Contribute to budget requests and the tech roadmap as they relate to successful implementation of new digital products and platform enhancements
• Develop relationships with key stakeholders to ensure collaboration, alignment, and agreement on all digital initiatives
• Establish clear, measurable goals and performance targets for digital initiatives, incorporating them into management dashboards, scorecards, and reporting
• Design and execute communication and implementation plans to gain leadership, team, Legal, Compliance, and other stakeholder buy-in for platform changes
• Work with members of Home Loans to create communications and training materials supporting the rollout of new digital tools and platform capabilities
• Communicate with senior leadership on product, project, and platform updates
• Manage a team, providing support and guidance toward achieving shared business objectives
• Stay abreast of industry trends in digital mortgage and client experience, and their impact on the business

Required Experience:

• 10–15 years of professional experience in mortgage product management, digital product/platform delivery, or related change management roles
• Working experience in Consumer Banking, Mortgage, Wealth Management, and/or top-tier consulting firms is a plus
• Demonstrated success leading cross-functional, strategic initiatives, including digital platform or online experience redesign efforts
• Experience helping organizations plan and manage change to meet strategic goals
• BA/BS required

Skills/Abilities:

• Self-motivated, autonomous, and highly accountable for outcomes
• Experience managing a team
• Experience with digital product development, product management, and platform delivery
• Demonstrates project management best practices and is able to coach others toward the same
• Exercises appropriate judgment on when to escalate issues and engage partners on critical decisions
• Ability to utilize data to drive decision-making
• Strong relationship-building, communication, and influencing skills
• Proficiency with Microsoft Office (Excel, PowerPoint)
• Focused attention to detail and strong time management skills
• Creative problem solving and ability to bring ambiguous issues to resolution
• Competency in writing business requirements, mapping process flows, testing, and execution
• Excellent written and verbal communication and presentation skills, including experience visually presenting ideas and data in a clear, concise manner
• Ability to coach team members in product development or project management, as needed
• Models a proactive, positive approach to the work environment and expected deliverables
• Takes initiative in identifying areas of improvement and opportunities for innovation

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.

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New York

Expected base pay rates for the role will be between $150,000 and $250,000 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.

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