International Cash Management Specialist - Vice President

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial & wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.

Working with Financial Advisors, Support Professionals and Private Bankers, the International Cash Management Specialist ("ICMS") will drive measurable growth across all cash management solutions for clients in the International Wealth Management segment maintaining Morgan Stanley’s standard of excellence.

The ICMS will present adequate cash management solutions to meet the needs of offshore clients, in accordance with jurisdictional guidelines. As a client-facing role, the ICMS will be responsible for driving education and engagement with Financial Advisors in the International Wealth Management segment.

In this role, the ICMS will identify client segment opportunities to increase adoption of cash solutions and better integrate cash management services within the wealth management process.

The ICMS must have subject matter expertise in bank products, card products, cash management services, and lending. The ICMS shall provide product training and sales support to Financial Advisors, Support Professionals, and Private Bankers.

The candidate must have working-knowledge in private banking and cash management platforms including:

• Drive responsible growth of cash management solutions through active engagement with Financial Advisors and Private Bankers in the assigned market.
• Partner with Financial Advisors to provide advice and guidance regarding the firm’s full suite of Cash Management Solutions.
• Build marketing plans to drive awareness of products relevant to the U.S. and offshore clients.
• Conduct book reviews in partnership / coordination with Private Bankers and International Lending Advisors in the assigned market to identify and analyze business opportunities.
• Build and manage a pipeline of cash management opportunities leveraging opportunity lists and other analytics tools.
• Awareness of the competitive environment and ability to effectively articulate value proposition in competitive situations.
• Active engagement with Financial Advisors and Private Bankers to incorporate cash management into the onboarding of new clients.
• Work collaboratively with the International Private Banker and International Lending Advisors in identifying referral opportunities.

• Strategic thinking and problem solving with strong commercial acumen.
• Global mindset and sensitivity to cultural differences in client and advisor behavior.
• Results-oriented with a track record of delivering impactful results in a dynamic client-centric environment.
• Excellent business development skills.
• Collaborative mindset who thrives in a matrixed organization and can influence outcomes.
• Executive presence and strong interpersonal skills to communicate with sophisticated clients, financial advisors, and senior stakeholders.
• Demonstrates a bias for action and ability to connect the broader organization to deliver for UHNW clients.
• Exhibits a thorough understanding of the organization’s strategic objectives and capabilities.
• Communicate complex…