Product Support Manager- Corporate Deposits - Vice President

Reposted Yesterday
Be an Early Applicant
New York, NY, USA
Hybrid
110K-190K Annually
Senior level
Fintech • Financial Services
The Role
Serve as the central coordinator for onboarding and ongoing support of corporate deposit products. Manage client onboarding lifecycle, demos, online banking setup, issue resolution, Salesforce tracking, ticketing/case management design, process improvement, and build-out of a middle-office product support team.
Summary Generated by Built In

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.

Role Overview

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 visit: https://www.morganstanley.com/people-opportunities/eeo.

Skills Required

  • 5-8+ years in client onboarding, middle office, product support, or cash management operations
  • Experience supporting corporate banking products (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
  • Experience using and maintaining Salesforce for onboarding and pipeline tracking
  • Experience designing or implementing ticketing and case management systems
  • Strong organizational skills and ability to manage multiple onboarding cases simultaneously
  • Excellent communication skills for interacting with internal stakeholders and external clients
  • Client-focused mindset with problem-solving and issue resolution capabilities
  • Ability to operate effectively across Sales, Product, Technology, and Operations teams

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

Morgan Stanley Insights

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

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