AVP HNW Lending Product Support

Morgan Stanley

3.1

(72)

Multiple Locations

Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.
  • #549781854070

    Position summary

    vate Bank, National Association ("MSPBNA") and Morgan Stanley Bank, N.A. ("MSBNA").

    High Net Worth Lending ("HNW Lending") within the PBG is focused on managing, developing, and growing the Securities Based Lending ("SBL") business within Morgan Stanley. SBL provides MSWM clients with liquidity solutions by allowing clients to borrow against the value of eligible collateral held in their MSWM account. SBL encompasses liquidity access line ("LAL"), Express Credit Line ("ECL") and Margin products.

    We are seeking a high potential SBL Product Support Desk specialist to provide direct support to Financial Advisors, Service Processionals, and Private Bankers through comprehensive knowledge of all SBL products and services. The candidate will develop the skills required to become an SBL subject matter expert and establish key partnerships with Sales, Risk, Legal, Operations, Credit and other key constituents. In addition, team members share their expertise through formalized presentations with Sales partners. The team also work closely with product managers to provide feedback on challenges faced by our Sales and internal partners and recommend product enhancements. The role requires an understanding of both bank and broker dealer SBL product offerings.

    Primary Responsibilities:
    • Provide best in class service and support to Private Bankers, Financial Advisors, and Service Professionals.
    • Partner closely with Sales and other internal partners to ensure complex transactions are escalated appropriately.
    • Prepare and provide Bank Reference Letters and Letters of Intent as requested by Sales partners.
    • Review and approve Power of Attorney on client SLB accounts.
    • Develop and deliver SBL training content and material for presentations to Sales partners.
    • Ensure an exceptional experience by providing feedback to product managers on potential product and service enhancements.
    • Use data to analyze business trends, create reports, presentations, and other materials for management.
    • Assist with various projects and reporting as required by management including detailed presentations outlining the team's performance, strategy, and initiatives.
    • Additional responsibilities as required by Lending Advisors and Head of Lending Advisory.

    Required Experience:
    • Minimum 2 years of banking/finance industry experience.
    • BA or BS degree

    Preferred Experience:
    • Customer support and operations background

    Skills / Abilities
    • Excellent verbal and written communication skills. Extraordinary client service aptitude.
    • Problem solving. Demonstrate creativity and thoughtful solutions in framing private banking transactions.
    • Self-starter with the ability to work under pressure, meet deadlines, multi-task and manage expectations.
    • Detail orientation with strong organizational and analytical skills.
    • Proficient with Microsoft Office especially Excel and PowerPoint. Tableau/Access/SharePoint skills a plus.

    Expected base pay rates for the role will be between $80,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include

    commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

    Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.