Securities Based Lending Product Manager, AVP

High Net Worth Lending Business Manager

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley Wealth Management (MSWM) is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through our network of 15,000 Financial Advisors, E

• TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work.

MSWM's Private Banking Group (PBG) offers a variety of lending, deposit, and cash management solutions such as securities-based loans, home loans, and cash management accounts. PBG is responsible for developing, launching, and managing innovative banking and lending services tailored for Wealth Management clients through its US Bank entities : Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, N.A. (MSPBNA). High Net Worth Lending (HNW Lending) in the PBG is focused on managing, developing, and growing MSWM's Securities Based Lending "SBL" business. SBL provides MSWM clients with liquidity solutions by allowing clients to borrow against the value of eligible collateral held in their MSWM account.

The team is strategically focused on developing and executing plans that will position the HNW Lending Business for continued revenue growth, first-class risk management, operational efficiency, and service excellence. The person in this role will support lending products and develop new product capabilities. They will have responsibility for participating in and leading initiatives that increase business growth, improve our competitiveness, and drive continuous improvement. This position can be located in the Purchase or New York Plaza offices.

Key Accountabilities

Serve as a key contact between our business partners, technology, and vendors to ensure that business requirements are well-documented and transformed into technical solutions.

Partner with business teams to support and ensure delivery of technology solutions that align with business goals and product roadmaps.

Employ strong analytical skills to identify, evaluate, and define complex systems.

Create product artifacts (e.g., business requirements, migration plans, communication plans, testing outcomes, project updates for senior management) and gain approval from business and technology leaders.

Analyze incidents and requests and ensure issues or defects are identified, documented, and result in timely resolution.

Apply technical skills to understand and communicate the potential and limitation of technology solutions.

Build and maintain strong relationships across functions and levels of an organization to lead teams towards success-based results.

Act with a commitment to diversity, inclusion, and belonging in the workplace.

Experience

3 plus years of professional experience including 2 plus years of Securities Based Credit and Lending business, risk, or operations experience is required. Experience in a brokerage firm or bank providing securities based and margin loans is a plus. Experience with product development, strategic planning, system development, process design, and / or project management in an agile environment. Experience working across various functional areas Legal, Compliance, Finance, Technology, and Operations is key. Bachelor's degree required.

Skills / Abilities

Business Analysis and Project Management skills are required. Energetic person with the ability to demonstrate positive initiative and leadership in a fast-paced environment. Excellent communication and collaboration skills to work with and gain the confidence of cross-functional colleagues. Detail orientation with strong organizational and analytical skills. Ability to quickly learn and understand the suite of all Banking & Lending products and interconnections. Communicate and set expectations appropriately to management and colleagues. Working knowledge of Microsoft Office tools.