International Cash Management Specialist - Vice President

Morgan Stanley•Coral Gables, FL

21d

About The Position

Morgan Stanley’s International Cash Management Specialist (ICMS) drives measurable growth in cash management solutions for clients in the International Wealth Management segment while maintaining the firm’s standards of excellence. The client-facing specialist presents suitable cash management solutions for offshore clients in accordance with jurisdictional guidelines, educates and engages Financial Advisors, and identifies client-segment opportunities to increase adoption and integrate cash management into the wealth management process. The role requires subject matter expertise in bank and card products, cash management services, and lending, along with working knowledge of private banking and cash management platforms. The ICMS supports Financial Advisors, Support Professionals, and Private Bankers through product training and sales support. The role is assigned to a region, as applicable, and requires regional travel of 50% or more. A BA/BS degree and at least five years of successful banking, cash management, or treasury management services experience are required.

Requirements

At least 5 years of successful banking, cash management, or treasury management services experience.
Business development experience within International Wealth Management or with UHNW clients with a global footprint.
Knowledge of cash management products and services, including credit/debit cards, online bill pay, fund transfers, direct deposits, mobile banking, and treasury management solutions for individuals and commercial clients.
Working knowledge of international markets, including rates and products offered by multinational and global financial institutions.
Working knowledge of private banking and cash management platforms, including bank deposit programs, global currency deposits, checking, direct deposit, fund transfers, and online bill pay.
Familiarity with foreign exchange rates and markets.
Knowledge of international payments and processing ecosystems.
BA/BS degree required.
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.
Excellent business development skills.
Collaborative mindset and ability to influence outcomes in a matrixed organization.
Executive presence and strong interpersonal skills for communicating with sophisticated clients, financial advisors, and senior stakeholders.
Ability to connect the broader organization to deliver for UHNW clients and understand the organization’s strategic objectives and capabilities.
Ability to communicate complex ideas clearly and concisely.
Persistence, tenacity, and ability to maintain focus through obstacles.
Ability to meet deadlines, manage advisor and client expectations, multitask, and collaborate in a team-oriented environment.
Willingness to travel regionally 50% or more.

Nice To Haves

Multi-language 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 provide advice and guidance 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.
Monitor 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.