Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management has over $2 trillion under management and is one of the worldargest networks of Financial Advisors.
The Field Strategic Services group is responsible for transformational platform strategies that give Financial Advisors, support staff, and clients better tools. The Strategic Client Onboarding within Field Strategic Services focuses on enhancing the account opening and maintenance experience for Wealth Management clients.
The Vice President, Client Onboarding COO Support, reporting to the programhief Operating Officer, will be responsible for ensuring the operating and administrative integrity of all program activities. This includes budget management and other business administration, executive reporting, risk management and regulatory compliance, responsiveness to and resolution of management escalations and, in partnership with the strategic portfolio managers, ensuring successful execution and realization of programusiness objectives. The VP, Client Onboarding COO Support will also be looked to as a critical lens providing a 360 degree view of program health, performance and direction, contributing to the overall strategic thinking.
Responsibilities: - Assist with budget planning and submission
- Administer approved business and technology budget, including re-forecasting and re-allocation as appropriate
- Design and run analytics to assess program health and measure performance versus goals
- Prepare presentations and reports for executive consumption, and assist with delivery as needed
- Represent the program in multiple cross-discipline governance forums
- Partner with FSS Risk Management group to ensure that all external regulatory and internal audit commitments are managed to timely and proper closure
- Troubleshoot management and field escalations, providing regular progress/status reports and ensuring timely and proper resolution
- Craft business cases for program expansion and new investment
- Act as a consulting partner for the programortfolio leads adding insight and objectivity to strategic transformation and process improvement initiatives
- Identify opportunities to enhance the client onboarding platform by analyzing field feedback and metrics and collaborating with partners across the organization
- Manage special business development projects as needed
- Provide primary or secondary review/approval for administrative activities such as expense approval, employee and consultant onboarding, and system entitlement control.
- Assist COO with stewardship function for Client and Account data governance
- Partner with the SCO Field Readiness / PMO team to ensure preparedness and clean execution of business change
- Organize and facilitate meetings, and ensure that proper meeting documentation and follow-up on open items
Qualifications Qualifications: - BS/BA degree required
- Business strategy in a technology-oriented context required
- Consulting experience preferred
Skills Required:> - Organized
- Detail-oriented
- Proactive self-starter
- Able to juggle multiple priorities
- Critical thinker, Problem solver
- Excellent communicator
- Able to understand and converse on technical details of system
- Knowledgeable about Wealth Management
- PowerPoint
- Visio/process flow
- Excel
