ETRADE Strategy & Execution, VP

Morgan Stanley • Chicago, NY

22h • $110,000 - $190,000

About The Position

We are seeking a Vice President to support Strategy and Execution efforts across the ETRADE business with focus on the defining, enhancing, and delivering the Active Trader client segment value proposition: Conducting internal and external market research to identify key segment attributes, define segment personas, and identify competitive gaps Partnering with the business, service, platforms, marketing, technology, and legal / risk / compliance to define roadmap for driving share of wallet expansion across the Active Trader client segment Leading cross-functional teams across execution of key initiatives, managing a matrixed leadership structure and ensuring alignment of priorities across business partners Serving as a “client advocate” and representing the segment across internal and external forums, articulating segment needs, wants and desires internally and helping build consensus across execution Providing strategic and tactical updates to ETRADE and Wealth Management Client Segments leadership Driving and maintaining prudent expense management across the segment initiatives Partnering with the broader Wealth Management Client Segments Strategy and Execution team to support cross-divisional initiatives, chief-of-staff responsibilities, and occasional execution across non-ETRADE focused projects Building close relationships with all our functional partners (Finance, HR, Legal, Risk, Compliance, etc.) and overseeing monthly management reporting in collaboration with the functional partners

Requirements

• Bachelor’s degree required, Master’s degree will be a plus
• Experience in Wealth Management (Full-Service or Self-Directed segments) or related strategy/corporate development roles in the financial services industry
• Strong leadership skills with the ability to drive initiatives and influence at all levels of the organization
• Ability to manage complex projects, distilling abstract ideas into actionable plans and executing against them
• Excellent interpersonal and communication skills and the ability to interact with colleagues at all levels across a complex and dynamic organization
• Highly detail-oriented individual with ability to manage multiple priorities and competing deadlines
• Exceptional analytical and strategic problem-solving skills
• Ability to work independently and solve problems with limited information
• Ability to travel ad-hoc as needed to other satellite offices (primarily Chicago and Alpharetta)

Nice To Haves

• Knowledge of the Active Trader client segment a plus
• Knowledge of Excel, PowerPoint, DataIKU, Thinkcell & Tableau preferred

Responsibilities

• Conducting internal and external market research to identify key segment attributes, define segment personas, and identify competitive gaps
• Partnering with the business, service, platforms, marketing, technology, and legal / risk / compliance to define roadmap for driving share of wallet expansion across the Active Trader client segment
• Leading cross-functional teams across execution of key initiatives, managing a matrixed leadership structure and ensuring alignment of priorities across business partners
• Serving as a “client advocate” and representing the segment across internal and external forums, articulating segment needs, wants and desires internally and helping build consensus across execution
• Providing strategic and tactical updates to ETRADE and Wealth Management Client Segments leadership
• Driving and maintaining prudent expense management across the segment initiatives
• Partnering with the broader Wealth Management Client Segments Strategy and Execution team to support cross-divisional initiatives, chief-of-staff responsibilities, and occasional execution across non-ETRADE focused projects
• Building close relationships with all our functional partners (Finance, HR, Legal, Risk, Compliance, etc.) and overseeing monthly management reporting in collaboration with the functional partners

Benefits

• Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

What This Job Offers

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