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 team is recruiting a strategic thinker who has a passion for uncovering new opportunities and executing projects to continuously improve these tools. The Assistant Vice President will be responsible for the execution of technology-oriented project activities throughout the project life cycle from concept through implementation, in the programandatory Change the Bank (MCTB) and Special Projects portfolio.
The AVP will interface with partner with team members from Legal, Compliance, and Risk to assess client onboarding impacts and considerations related to new and existing regulatory requirements, and to facilitate consensus on the solution. The AVP will also partner with peers in the Strategic Client Onboarding program to create a solution that assures compliance with regulatory requirements without disruption to client and field experience.
The AVP will oversee multiple projects simultaneously from beginning to end. S/he will act as a subject matter expert for account opening and maintenance. The AVP will field inquiries from senior management, the service center, business and control partners, and branches and be able to explain how the system works, troubleshoot escalations, and propose well thought out solutions.
Responsibilities: - Identify business needs and strategies within the application areas noted above
- Define meaningful solutions to critical business issues
- Write business requirements to achieve strategic solutions
- Manage projects through all phases of the project lifecycle
- Identify opportunities to enhance the client onboarding platform by analyzing field feedback and metrics and collaborating with partners across the organization
- Develop business requirements to achieve executable solutions, building consensus between business partners, operations, UX, IT, legal, compliance, and risk
- Manage testing completion in coordination with team leads, review testing plans, defects, requirement clarifications, and completion reports to ensure a smooth implementation of enhancements to the account opening and maintenance platform
- Work with communications and training partners to educate end users and call centers about upcoming implementations and promote adoption
- Manage field engagement and release rollout
- Perform business verification of new functionality releases post-implementation in production
- Liaise between cross-functional teams to identify strategic system solutions and issue resolutions compliant with industry and governmental regulations
- Resolve escalations from senior management, the Service Center, Business Partners, and wealth management branches daily
- Simplify complex technical systems into visual process flows, tables, and PowerPoint presentations
- Assist with meeting preparation, facilitation, and note taking
Qualifications Qualifications: - BS/BA degree required
- Business strategy in the technology space 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
