Vice President, Digital Platforms

New York, NY

This role is part of the U.S. Banks’ business that is responsible for retail and private banking products and services across Morgan Stanley and E*TRADE. These include improving our existing lending, mortgages, and checking, savings etc. products, as well as developing and launching new offerings.

Position Summary:

The Digital Platforms team is responsible for building an industry-leading digital bank. This is a front to back renovation that includes significantly enhancing our websites, mobile apps, and internal tools with the latest technology and client experiences. These tools are used by clients, bankers, underwriters, and Advisors etc. We are embarking on a multi-year growth plan to deepen existing client engagement across all channels while expanding our product reach as part of our integration with E*TRADE.

We are seeking a high-performing team member to join our growing COO team. You will work directly with the Digital Platforms COO on a variety of strategic and operational efficiency initiatives across both Banking and Lending verticals. The successful candidate will be obsessed with solving both strategic and operational problems, have excellent people skills, be comfortable working in ambiguous and fast-paced situations, able to navigate a complex organization with humility and maturity, and be passionate about digital platforms.

This is a highly collaborative role, where you will work closely with our team of digital Product Managers as well as with cross-functional designers, engineers, operations, legal, risk, compliance, fraud, and business partners to formulate innovative solutions to complex problems. You will need to maintain control of a diverse set of business operations, so we expect you to juggle multiple initiatives in an efficient and effective manner.

ROLE:

Partner with Digital Platforms COO on various strategic initiatives (e.g., defining problem statements, sizing opportunities, competitor analyses, etc.) and lead business management activities (e.g., recruiting, learning & development, budgeting, ad-hoc team support, etc.)
Partner with PBG Digital Platforms leadership to define and document the team’s longer term strategic vision and technology roadmaps
Research digital banking and wealth management industry trends and clearly articulate findings to PBG Digital Platforms and our partner groups
Provide ad-hoc presentation assistance (e.g., storytelling, storyboarding, presentation of data) to PBG Digital Platforms team members when they are preparing persuasive executive-level presentations
Support opportunities to communicate the team’s strategic vision through multiple formats, e.g., strategic management presentations, town halls, risk committee meetings, team events and off-sites
Continually identify and act upon operational efficiency opportunities that will deliver value to PBG Digital Platform team members and partner teams

QUALIFICATIONS

Experience:

Prior experience in Strategy, Management Consulting, CX, or related fields preferred, but not required
Bachelor’s degree with 5-10 years of experience; MBA experience preferred
Banking / Wealth Management experience a plus, but not required, open to candidates across industries
Demonstrated success partnering cross-functionally and leading strategic and/or business management initiatives
Advanced in PowerPoint and Excel
Experience with Agile delivery preferred

Skills/Abilities:

Mix of both an operational and strategic mindset; think expansively but able to roll up sleeves and deliver near term impact
Excellent communicator with executive-level written and verbal presentation skills
Communicate up to senior executives but also comfortable working day to day with junior team members
Lead through influence vs. authority and work in a highly collaborative environment with heavy emphasis on teamwork
Quickly develop a deep understanding of all Wealth Management products and services
Manage multiple priorities on concurrent, rigorous deadlines in a fast-paced dynamic environment
Self-starter who can work independently on multiple tasks
Organized, efficient time management skills and outstanding attention to detail
Strong analytical and critical thinking skills
Confident and driven to work independently in ambiguous and fast-paced situations
Excellent relationship building capabilities with internal and external partners
Enthusiastic to learn new skills and in new functional areas

EOE M/F/D/V Committed to Diversity