Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world's largest networks of Financial Advisors (FAs). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities. By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs.
General Responsibilities in support of MSPBNA’s Chief Lending Officer, Lending COO, and Lending Credit Officer:
• Assist in the creation, maintenance, and monthly and ad-hoc reporting and meeting, including Senior Leadership, Lending Product specific, and Board of Director materials/meetings
• Assist in the management of tactical and strategic initiatives across the Bank’s lending complex
• Support the loan pricing infrastructure
• Support annual budgeting initiatives
• Support with internal and external exams
• Support new product development activities
Experience:
• 3 to 7 years of Financial Services experience
• Lending product knowledge (preferred)
• Private Bank experience (a plus)
• Multi-discipline Project Management
• Experience working with cross-functional teams
• Demonstration of excellent teamwork skills and working independently in a fast-moving environment
• Bachelors Degree
Skills
• Ability to:
- build and maintain strong relationships across the business and our risk partners
- create clear and concise communications
- influence consensus across teams
- plan and prioritize for deadlines
- multi-task and work under tight timelines
- adept at working in a fast-paced environment
• Strong:
- proficiency in MS Excel (charts, graphs and data analytics) and MS Power Point
- analytical capabilities and problem solving
- organizational skills
- follow-up and follow through
- attention to detail
- track record working across organizational boundaries
- Confident, proactive, and independent self-starter
Expected base pay rates for the role will be between $120,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
