Deposits and Cash Management Product Associate

Responsibilities

• Support in the management and launch of Morgan Stanley Deposit Products delivered through the Advised or Self-Directed channel
• Project management of new products and/or initiatives from pilot through launch, including assisting with the implementation of our project plan and strategy
• Provide data & analytics and maintain documentation for new products/initiatives
• Maintain and update policies and procedures as needed to accurately reflect changes and enhancements to Deposit Products
• Partner with Risk, Legal, Compliance, and Audit on an ongoing and project-based basis to ensure adherence to rules, regulations and heightened standards
• Track financial performance and develop key performance metrics
• Analyze competitive strategies across the industry
• Prepare analyses and financial forecasts for Senior Management
• Auxiliary in managing project plans with deliverables that span across functional teams with representatives from IT, Operations, Legal, Compliance, Marketing, Business, Finance as well as External Vendors, to launch and implement new initiatives

Requirements

• Experience 2-3 years of professional experience
• Wealth Management and/or project management experience is a plus
• General knowledge of retail and private banking products
• Bachelor’s degree in Finance, Economics, Accounting

Skills/Abilities

• Strong analytical & critical thinking skills
• Excellent verbal and written communication skills
• Proficiency in MS Office (Excel, PowerPoint, Access)

Benefits

• Base pay range: $58,000 - $115,000 per year
• Comprehensive employee benefits and perks
• Opportunity for career advancement and development
• Supportive and inclusive workplace culture

Pay

• Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment.

Schedule

• Flexible work schedule