E*TRADE from Morgan Stanley · 20 hours ago
IFET Field Director - Strategic Field Leadership Role (VP or SVP)
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$120K/yr - $205K/yr
5+ years expE*TRADE from Morgan Stanley is seeking an IFET Field Director who will serve as a strategic leader and partner on the Integrated Firm Field Engagement Team. This role involves collaborating with Market Executive teams to deliver integrated solutions to clients while fostering a culture of collaboration and growth within the organization.
BankingFinanceFinancial Services
Responsibilities
Partner closely with Market Executive teams, workplace business development partners, and SCM to execute strategic priorities and deliver integrated solutions to individual and private wealth clients
Educate clients and advisors about the firm’s non-personal wealth capabilities and institutional offerings
Identify and activate new and existing clients and prospect business opportunities, driving engagement across the firm’s diverse capabilities
Champion the firm’s integrated strategy by aligning field execution with enterprise priorities
Develop and drive business plans that reflect regional goals and field realities
Lead with intentionality—ensuring every engagement is purposeful and outcome-driven
Activate advisors by conducting targeted 1x1 sessions to uncover opportunities, guide solution delivery, and deepen institutional thinking
Execute the Full Market Engagement Model:
Market Strategy Partnership: Meet with the Market Executive Leadership Team to review institutional opportunities and co-develop a tailored market strategy
Field Activation: Share relevant data and insights, and actively participate in both Zoom and in-person market meetings to reinforce strategic priorities
Advisor Engagement: Conduct targeted 1x1 sessions with advisors to uncover opportunities, activate institutional capabilities, and guide solution delivery
Conduct monthly follow-ups with the Market Executive Team to review progress, refine strategy, and ensure continued momentum
Partner deeply with Market Executives to embed institutional thinking into local strategy
Serve as a connector—assembling cross-divisional 'dream teams' to support complex client needs
Roll out firmwide initiatives with precision, ensuring field adoption and impact
Lead deep-dive book reviews and segmentation efforts to surface growth opportunities
Facilitate market calls, strategy sessions, and advisor forums that drive institutional activation
Qualification
Required
Proven leadership experience in financial services or related fields (5–7 years)
Deep understanding of field dynamics and institutional solutions
Exceptional relationship-building, communication, and strategic problem-solving skills
Ability to operate with clarity and purpose in evolving environments
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
2025-10-14
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