E*TRADE from Morgan Stanley · 3 weeks ago
Field Service Efficiency Program Lead, VP
Purchase, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$85K/yr - $140K/yr
5+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The Field Service Efficiency Program Lead will drive strategic initiatives for efficiency, modernize business processes, and deliver technology solutions that enhance client engagement and business activities.
FinanceBankingFinancial Services
Responsibilities
Serve as a subject matter expert of the Field Service organization in design and development discussions with platform and technology partners, providing expert insights and guidance
Champion the identification of opportunities for efficiency improvements within the field. Leverage strong relationships developed through branch visits and virtual meetings to advocate effectively on behalf of the field
Lead the collection of feedback on initiatives and develop strategies to enhance engagement and adoption of new tools as they are implemented
Spearhead critical strategic change initiatives, working closely with platform and business partners to ensure successful execution
Establish and implement standards for measuring success, such as key performance indicators (KPIs), to track progress and outcomes
Play a critical role in partnering across various Client Segment Group Business areas to collaborate and deliver cohesive, scalable solutions that benefit the broader organization
Identify and elaborate on critical use cases and business processes that require innovation. Ensure alignment with the organization's vision and goals while addressing essential user and business needs
Qualification
Required
At least 5 years of relevant experience in wealth management field branches, consulting or careers where a similar skill set is developed and demonstrated
Bachelor's Degree required
Strong analytical, strategic thinking and problem-solving skills
Must be highly motivated and an independent leader with a strong work ethic
Exceptional written, verbal, and visual communication and story-telling skills
Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit
Ability to effectively manage ambiguity and apply problem solving skills
Able to prioritize and manage multiple concurrent initiatives
Ability to simplify and communicate complex subject matter
Preferred
Experience with Agile or application development methodology for technology projects is a plus
Experience designing and delivering Agentic AI and/or Generative AI solutions a plus
Experience delivering enterprise workflow and intelligent automation solutions a plus
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
Company data provided by crunchbase