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Vice President, Change the Bank Project Lead - Wealth Management Operations
Morgan Stanley
New York, NY, United States
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Description
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Wealth Management Operations
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
Capital Markets & Core Processing Services (CMCP) provides Operational support to the Capital Markets business within Morgan Stanley Wealth Management. As part of their support model, CMCP has a dedicated Change the Bank team which is responsible for management of large scale programs and initiatives across Clearing, Settlements, and Asset Servicing .The team collaborates with stakeholders in Operations, IT and the Business to analyze, define and deliver the Technology and Operational processes. Members of the team are expected to take leadership roles in the various programs as well as to take personal accountability for delivering first class solutions and products.
Qualifications
Knowledge of Clearing, Settlements and Asset Services
• Leadership skills: The candidate must have experience leading multiple projects and teams.
• Problem solving skills: The candidate must have the ability to identify complex risks early and develop actionable mitigation plans.
• Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations
• Communications skills: The candidate must be able to concisely explain complex issues. The candidate must also possess strong written and oral executive-level communications skills
• Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels. Experience of engaging and influencing senior leaders within the organization is essential.
• Project management skills: The candidate must have the ability to create practical and comprehensive implementation plans and partner with all levels of management and stakeholders to gain consensus. Experience of managing projects or engagements and their associated budgets is essential.
• Must possess college degree;
• Experience driving change in an Operations organization is required
• Experience working in a wealth management organization is desirable