Deposit Product- Associate

Responsibilities

• Support the management and launch of Morgan Stanley Deposit Products across Advised or Self-Directed channel
• Drive project management of new products and/or initiatives from pilot through launch; coordinate cross-functional deliverables across Technology, Operations, Legal, Compliance, Marketing, and Finance
• Provide data & analytics to inform decision-making, monitor financial performance, and develop key performance metrics
• Analyze competitive strategies across the industry and synthesize actionable insights
• Prepare financial forecasts for Senior Management
• Draft client communications and collaborate with cross functional partners to develop and implement Deposit Products marketing strategy
• Partner with Risk, Legal, Compliance, and Audit on an ongoing and project-based basis to ensure adherence to rules, regulations and heightened standards
• Support Financial Advisors and Private Bankers in the marketing of all deposit products and the resolution of any escalated client issues

Requirements

• Experience 2-4 years of professional experience
• Wealth Management, Management Consulting, and/or project management experience is a plus
• General knowledge of retail and private banking products
• Bachelor’s degree in Finance, Economics, Accounting, or any STEM field

Skills/Abilities

• Strategic and growth-oriented mindset
• Strong problem-solving skills and ability to break down complex problems, perform independent analysis, and produce actionable insights
• Advanced proficiency in MS Office (Excel, PowerPoint); knowledge of SQL and other programming languages is a plus
• Strong project management capability; ability to plan and execute multiple workstreams and partners, and keep initiatives moving from concepts to delivery