Home Loans – Platforms & Client Experience - Executive Director

Morgan Stanley • Dallas, NY

4d • Onsite

About The Position

Morgan Stanley's Wealth Management division provides comprehensive financial advice and services. The Home Loans business is a key element of this strategy, with significant investments in technology, processes, and personnel. Morgan Stanley Private Bank, National Association (MSPBNA) is seeking an Executive Director to lead the strategy, design, and delivery of Home Loans' digital tools and platform, focusing on redesigning the online client experience. This role is within the Home Loans Product Development and Client Experience Group and involves close collaboration with Home Loans management, the Digital team, Technology, and external partners to manage technology initiatives crucial for business growth and delivering an exemplary client experience.

Requirements

• 10–15 years of professional experience in mortgage product management, digital product/platform delivery, or related change management roles.
• BA/BS required.

Nice To Haves

• 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.

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.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.
• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Other short and long-term incentive packages
• Other Morgan Stanley sponsored benefit programs

What This Job Offers

• Job Type: Full-time
• Career Level: Executive