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Direct and Workplace Banking Strategy Vice President

Morgan Stanley


Job Location:

New York City, NY - USA

Yearly Salary: $ 110000 - 190000
Posted: 24 July 2026 (30+ days ago)
Application Deadline: 21 October 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments - Institutional Securities Group (ISG) Wealth Management (WM) and Asset Management. The US Banks - Morgan Stanley Private Bank National Association (MSPBNA) and Morgan Stanley Bank National Association (MSBNA) - provide cash management deposit and lending products and services to serve the needs of WM & ISG clients.

We are looking for an individual to join the Digital Direct and Workplace Banking Strategy team which is responsible for growing Banking and Lending across E*TRADE and our Stockplan business. This role is a great opportunity to combine strategic execution leadership influence and banking and lending expertise to drive value for our end clients.

The ideal candidate can create structure in ambiguity apply critical thinking to abstract problems and build strong relationships across product sales marketing technology risk legal and compliance.

Position Summary

  • Identify and evaluate growth opportunities across business segments partnering internally to assess scale feasibility client impact and strategic fit

  • Develop executive-level materials that clearly frame recommendations tradeoffs progress and decisions for stakeholders at all levels.

  • Translate prioritized opportunities into detailed implementation plans including milestones dependencies risks and drive stakeholder alignment.

  • Partner across teams to deliver the system process and operating changes required to improve client experience.

Experience

  • 5-10 years of professional experience in strategy & execution / product development / distribution roles in either management consulting or internal strategy teams ideally within wealth management retail banking or lending and/or consumer financial services

  • Bachelors degree required.

Skills/Abilities Preferred

  • High ownership accountability and autonomy with the judgment to take initiative and drive progress without clear direction.

  • Experience delivering products or initiatives to retail clients with disciplined project/program management skills.

  • Advanced ability to influence stakeholders and partner with teams across marketing technology and product to prioritize workstreams.

  • Quantitative and qualitative analytical capability with a creative and flexible approach to solving ambiguous problems.

  • Clear communication influencing and executive presentation skills across written and verbal formats.

  • Technical skills and experience with analytics tools are a plus.

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.

Expected base pay rates for the role will be between $110000 and $190000 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:


Required Experience:

Exec


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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more

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