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 (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.
The Field Strategic Services (FSS) group within MSWM is responsible for transformational platform strategies that provide better tools for our Financial Advisors, support staff, and our clients. Field Operations encompasses a wide range of responsibilities including policies and procedures relating to asset movement as well as various initiatives intended to modernize the branch employee experience by automating and streamlining processes.
This Vice President position will report to Lead Asset Movement Reengineering Manager and will work closely with various partners and stakeholders across Wealth Management to drive business process innovation and streamlining of asset movement platforms. Responsibilities include business ownership of various asset movement service platforms, process reengineering, design, and platform integration in alignment with associated policies and procedures. This position will also help manage day to day support of these processing platforms, while driving initiatives and leading working groups to streamline and enhance service platforms in the field. The position will also work closely with stakeholders and partners including Field Service Management, WM Product areas, Operations, Technology, Legal, Risk, Compliance, Fraud Operations and Digital in support of all efforts to enhance the service platform.
Lead projects and direct partners across MSWM throughout various project life cycles to ensure alignment and cohesiveness across the platform space.
Provide Business Analysis and Subject Matter Expertise to deliver enhanced and streamlined processes to our field services teams
Write and/or contribute business requirements and/or user stories. Note: In agile model projects, this role will serve as Product Owner
Partner with Technology to design user interfaces and prototypes, including reviewing system design specifications
Gather field feedback from pilot users and support large scale national system rollouts
Provide coverage for production checkouts and partial user acceptance testing
Assist with training content development and communications
Participate in field communication and training initiatives, including on-site (travel required)
Prioritize change requests, defects and enhancements
Participate in various technology release events, including user acceptance testing
Help develop and deliver field marketing, training and communications across the broader WM organization as it relates to platform and policy changes and help drive adoption of changes.
Perform other miscellaneous business analyst and project management tasks as directed by the management team
BA or BS preferred, but not required Required Skills / Qualifications:
Financial Services experience
Strong leadership skills
Experience in large scale process and platform redesign initiatives
Highly motivated with a strong work ethic and a will to succeed
Strong written and verbal communication skills in both business and technical contexts