International Cash Management Specialist - Vice President

Morgan Stanley•Coral Gables, FL

22d•$110,000 - $190,000

About The Position

Morgan Stanley is seeking an International Cash Management Specialist (ICMS) to drive measurable growth across cash management solutions for clients in the International Wealth Management segment. Working with Financial Advisors, Support Professionals, and Private Bankers, the ICMS will provide suitable cash management solutions for offshore clients in accordance with jurisdictional guidelines and promote education and engagement with Financial Advisors. The role identifies client-segment opportunities to increase adoption of cash solutions and integrate cash management into the wealth management process. The ICMS serves as a subject matter expert in bank and card products, cash management services, and lending. The specialist provides product training and sales support to Financial Advisors, Support Professionals, and Private Bankers. The role requires working knowledge of private banking and cash management platforms, banking and investment products, credit cards, foreign exchange, and international payment and processing ecosystems. The role is assigned to a region, as applicable, and requires regional travel of 50% or more. Morgan Stanley describes its workplace as collaborative and supportive, with opportunities for employees to develop and move across the business. The company states that it offers comprehensive employee benefits and perks, though specific benefits are not detailed in this posting.

Requirements

At least 5 years of successful banking, cash management, or treasury management services experience.
Business development experience in International Wealth Management or with UHNW clients who have a global footprint.
Knowledge of cash management services and products, including credit and debit cards, online bill pay, fund transfers, direct deposits, mobile banking, and other treasury management solutions for individuals and commercial clients.
Working knowledge of international markets, including rates and products offered by multinational and global financial institutions.
Bachelor of Arts or Bachelor of Science degree required.
Working knowledge of private banking and cash management platforms, including bank deposit programs and global currency deposits, checking capabilities, direct deposit, fund transfers, and online bill pay.
Knowledge of credit card products, foreign exchange rates and markets, and international payments and processing ecosystems.
Strategic thinking, problem-solving ability, and strong commercial acumen.
Global mindset and sensitivity to cultural differences in client and advisor behavior.
Results-oriented approach and a record of delivering impactful results in a dynamic, client-centric environment.
Business development skills and the ability to collaborate and influence outcomes in a matrixed organization.
Executive presence and interpersonal skills to communicate with sophisticated clients, Financial Advisors, and senior stakeholders.
Ability to communicate complex ideas clearly and concisely, connect organizational capabilities to serve UHNW clients, and manage deadlines and client and advisor expectations.
Ability to multitask and collaborate in a team-oriented environment.
Persistence, tenacity, and a bias for action.

Nice To Haves

Multilingual skills.

Responsibilities

Drive responsible growth of cash management solutions through active engagement with Financial Advisors and Private Bankers in the assigned market.
Partner with Financial Advisors to advise on the firm's full suite of cash management solutions.
Build marketing plans to raise awareness of products relevant to U.S. and offshore clients.
Conduct book reviews with Private Bankers and International Lending Advisors to identify and analyze business opportunities.
Build and manage a pipeline of cash management opportunities using opportunity lists and analytics tools.
Understand the competitive environment and articulate the firm's value proposition in competitive situations.
Engage Financial Advisors and Private Bankers to incorporate cash management into new-client onboarding.
Collaborate with International Private Bankers and International Lending Advisors to identify referral opportunities.
Provide product training and sales support to Financial Advisors, Support Professionals, and Private Bankers.
Present suitable cash management solutions to offshore clients in accordance with jurisdictional guidelines.
Promote education and engagement with Financial Advisors in International Wealth Management.