ETRADE & Client Experience, AVP

Morgan Stanley • Alpharetta, GA

2d

About The Position

The ETRADE Client Experience team is seeking an Assistant Vice President to support the execution of client engagement initiatives, with a primary focus on ETRADE client events, Salesforce opportunity management, and operational reporting. This role is a key contributor responsible for ensuring high-quality delivery of client experiences through strong execution, cross-functional collaboration, and disciplined operational management. The AVP will partner closely with Corporate Events, Marketing, and Analytics & Data (A&D) to support client engagement strategies aligned with business objectives and firm standards.

Requirements

• Bachelor’s degree in Business, Marketing, or a related field.
• Minimum of 5 years of relevant experience in client experience, client engagement, events, operations, or a related function.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
• Strong proficiency in Excel and PowerPoint, with the ability to analyze data, build dashboards, and present findings clearly to stakeholders.
• Strong analytical and communication skills, with experience preparing stakeholder-ready materials.
• Ability to work collaboratively in a fast-paced, deadline-driven environment.

Nice To Haves

• Experience within financial services, online brokerage, or wealth management preferred.

Responsibilities

• Support client engagement initiatives, with an emphasis on event-based experiences that enhance the ETRADE client journey.
• Manage planning and execution of ETRADE client events, including timelines, logistics, budgets, and post-event reporting.
• Partner with Corporate Events and Marketing to ensure alignment with branding, messaging, compliance, and execution standards.
• Manage Salesforce opportunities related to client engagement and events, including uploading opportunities, maintaining stages, and ensuring data accuracy.
• Partner with Analytics & Data (A&D) to support monthly reporting, ensuring Salesforce data integrity and consistency across reporting outputs.
• Track and manage event budgets, EnC submissions, and expense reporting in accordance with firm policies.
• Prepare clear, concise reporting and materials for internal stakeholders, highlighting engagement outcomes and key insights.
• Maintain documentation related to events, budgets, and client engagement activity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees