Lead Product Manager tasked with increasing client cash deposits at Morgan Stanley. Responsibilities include Product Management, Business Development, External partner management, Data & Analytics, P&L, Communications Strategy, Risk Management, Marketing, and Sales positioning to drive both field & client adoption.

Responsible for building out Morgan Stanley's CashPlus Brokerage Account. Key Responsibilities included Product Ownership, Project Management, Reporting and working with key stakeholders to deliver a first-class cash management product to Morgan Stanley Wealth Management clients.

Leading a team that delivers best in class product service and support in partnership with the Cash Management Specialist to help drive engagement with cash management products and services among Financial Advisors and Clients.Collaborate with internal partners (PBG Sales, Product, Service) to determine suitable solutions to repeated escalated issues and identify strategic product and service gaps; assist Product and Service teams in solving these issues.Responsible for competitive intelligence gathering in an assigned area of focus; provide analysis to Product teams on trends / developments.

Delivering best in class product service and support in partnership with the Cash Management Specialist to help drive engagement with cash management products and services among Financial Advisors and Clients.Collaborate with internal partners (PBG Sales, Product, Service) to determine suitable solutions to repeated escalated issues and identify strategic product and service gaps; assist Product and Service teams in solving these issues.Responsible for competitive intelligence gathering in an assigned area of focus; provide analysis to Product teams on trends / developments.

To ensure day-to-day service and sales activities comply with standards for customers while maintaining operational excellence.To track and manage service and operational performance metrics through monitoring of daily activities and report. As a result, it is necessary to develop, communicate and execute action plans to close gaps between goals and results.To ensure clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth.

Member of the 2013 Leadership Development Program as an Assistant Manager Associate.Responsible for leading a team of sales and service associates towards meeting and exceeding aggressive sales and service goals.Deepening our customers relationships by providing them with an array of financial products that will maximize our customer's experience and provide convenience.Coaching and committing time for associates, while conducting observations towards maximizing professional treatment and client satisfaction.Responsible for lobby customer engagement which allows for the proper routing of customers to our financial specialists. Fully committed to consistently go above and beyond for our customers.