Job Description

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management, and Institutional Securities. The Wealth Management business unit comprises one of the world’s largest networks of Financial Advisors, and the U.S. Banks division plays a key role in executing the Wealth Management strategy.

The Morgan Stanley U.S. Banks continue to execute on multi-year strategic priorities aligned with Firm strategy, including expanding the breadth of banking solutions offered to clients. The Deposits & Cash Management team is focused on growing core deposit capabilities, strengthening client relationships, and developing new products to support evolving client needs.

This role supports the operational execution and client onboarding of Morgan Stanley’s new corporate deposit product offering, including overnight and term deposit capabilities delivered through digital banking platforms.

The successful candidate will serve as a central “quarterback” across Sales, Product, Onboarding, and Operations, ensuring seamless client onboarding, issue resolution, and ongoing product support. As a Vice President, this role will also be responsible for establishing scalable processes and building out a middle office support function as the product platform grows.

Key Responsibilities

• Act as the primary coordination point ("quarterback") across stakeholders to facilitate end-to-end client onboarding

• Support Sales and Product teams throughout the onboarding lifecycle, including client interactions, demos, and follow-ups

• Lead Online Banking setup, walkthroughs, and client demonstrations of platform capabilities

• Conduct follow-up outreach with clients to ensure timely completion of onboarding documentation and requirements

• Manage inbound client inquiries and issues, providing timely resolution or escalation as appropriate

• Maintain and update onboarding status within Salesforce, ensuring accurate tracking of operational stages and pipeline progression

• Help design and implement a scalable ticketing and case management system for client support and issue tracking

• Identify process gaps and drive continuous improvement across onboarding and support workflows

• Support build-out and management of a middle office product support team as the platform scales

Experience

• 5–8+ years of experience in client onboarding, middle office, product support, or cash management operations

• Experience supporting corporate banking products, ideally deposits or treasury services

• Proven ability to manage end-to-end onboarding processes and client lifecycle activities

• Bachelor’s degree in Finance, Economics, Business, or related field

Skills & Attributes

• Strong organizational skills with ability to manage multiple onboarding cases simultaneously

• Client-focused mindset with strong problem-solving and issue resolution capabilities

• Ability to operate effectively across Sales, Product, Technology, and Operations teams

• Strong attention to detail with focus on process integrity and data accuracy (e.g., Salesforce tracking)

• Excellent communication skills with ability to interact with both internal stakeholders and external clients

• Execution-oriented mindset with ability to operate in a fast-paced, build environment

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $110,000 and $190,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visithttps://www.morganstanley.com/people-opportunities/eeo