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Morgan Stanley Home Loans Conforming Loan Solutions – Partnership Management Team, AVP in New York, New York

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division includes one of the world's largest networks of Financial Advisors, with client assets of more than $2 trillion and almost 16,000 Financial Advisors. In addition to comprehensive financial services, which include brokerage, advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley's Wealth Management Division has developed key lending and cash management capabilities, through its Private Banking Group.

The Private Banking Group is responsible for developing and managing compelling banking and lending products and services designed to serve the diverse needs of our client base. These products include home loans, securities-based lines of credit, tailored lending products, deposit products, and cash management transaction services offered through our brokerage accounts.

We are seeking an Assistant Vice President (AVP) to join the newly established Partnership management team within our Home Loans organization. This team has been created to manage a significant new partnership we have launched with a leading mortgage industry firm to originate and service conforming mortgage loans for clients from across the various client segments in Morgan Stanley Wealth Management and E*TRADE.

The role will report to the Executive Director, Head of Conforming Mortgage Solutions and will require the successful candidate to work closely with the Home Loans management team, senior stakeholders across the different Morgan Stanley and E*TRADE client segments as well with the partner firm


The role has a range of duties including:

  • Day to day oversight of the pipeline of leads that are routed to the 3rdparty including review of lead conversion metrics, adherence to SLAs and assessment of client experience
  • Managing the escalation process when clients and / or Financial Advisors need assistance resolving issues
  • Identifying and prioritizing initiatives based on potential impact to client satisfaction, business growth, operating efficiencies and risk management
  • Ensuring employee and operational readiness within Morgan Stanley and at the partner organization for all changes and enhancements
  • Presenting regular updates to the various client segments across Morgan Stanley & E*TRADE
  • Providing guidance to Marketing, Home Loans Communications, PBG digital and others on the development of client and employee facing materials and platform enhancements

_Skills Required_:

  • 5 years of experience and knowledge of the mortgage industry
  • Experience with managing external relationships and service levels
  • Creative problem solving and ability to articulate issues and solutions to stakeholders at different levels of seniority
  • Focused attention to detail
  • Self-motivated and able to work autonomously
  • Strong relationship building and collaboration skills
  • Bachelor’s degree

_Skills Desired_

  • Experience operating in a client service / client success role
  • Experience of partnerships, ideally in Mortgages but can be other areas of Wealth Management
  • Wealth Management experience

Job: *Wealth Management

Title: *Home Loans Conforming Loan Solutions – Partnership Management Team, AVP *

Location: New York-New York

Requisition ID: 3180741