E*TRADE & Client Experience, AVP

The E TRADE Client Experience team is seeking an Assistant Vice President to support the execution of client engagement initiatives, with a primary focus on E TRADE client events, Salesforce opportunity management, and operational reporting.

This role is a key contributor responsible for ensuring high‑quality delivery of client experiences through strong execution, cross‑functional collaboration, and disciplined operational management. The AVP will partner closely with Corporate Events, Marketing, and Analytics & Data (A&D) to support client engagement strategies aligned with business objectives and firm standards.

Key Responsibilities

• Support client engagement initiatives, with an emphasis on event‑based experiences that enhance the E*TRADE client journey.
• Manage planning and execution of E*TRADE client events, including timelines, logistics, budgets, and post‑event reporting.
• Partner with Corporate Events and Marketing to ensure alignment with branding, messaging, compliance, and execution standards.
• Manage Salesforce opportunities related to client engagement and events, including uploading opportunities, maintaining stages, and ensuring data accuracy.
• Partner with Analytics & Data (A&D) to support monthly reporting, ensuring Salesforce data integrity and consistency across reporting outputs.
• Track and manage event budgets, EnC submissions, and expense reporting in accordance with firm policies.
• Prepare clear, concise reporting and materials for internal stakeholders, highlighting engagement outcomes and key insights.
• Maintain documentation related to events, budgets, and client engagement activity.

Qualifications

• Bachelor’s degree in Business, Marketing, or a related field.
• Minimum of 5 years of relevant experience in client experience, client engagement, events, operations, or a related function.
• Experience within financial services, online brokerage, or wealth management preferred.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
• Strong proficiency in Excel and PowerPoint, with the ability to analyze data, build dashboards, and present findings clearly to stakeholders.
• Strong analytical and communication skills, with experience preparing stakeholder‑ready materials.
• Ability to work collaboratively in a fast‑paced, deadline‑driven 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.

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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.

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