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 Financial Advisors, support staff and clients. This position is with the One Client team and is involved with the back-end data component of account onboarding. The Strategic Client Onboarding team, within FSS, is recruiting a process-oriented strategic thinker who has a passion for uncovering new opportunities and executing projects to transform the client onboarding experience. The Assistant Vice President (AVP) - Onboarding Data Strategist will assist the Vice President with the conceptualization, requirements gathering and preparation, validation and implementation of client onboarding data transformation initiatives.
The AVP will be responsible for the execution of multiple projects from initiation to implementation. S/he will ultimately be the subject matter expert for the transformed processes. The AVP - Onboarding Data Strategist will field inquiries from senior management, the service center, business partners, and FAs/CSAs and be able to explain how the system works and troubleshoot escalations as necessary. The ideal candidate is an inquisitive self-starter with experience in the transformation of technology-based business processes. Prior experience with client onboarding, transaction approval processes, and/or Wealth Management front office business processes, including risk and service, is a plus.
Manage projects independently through all phases of the project lifecycle
Identify business needs and articulate opportunities to enhance Client Onboarding by analyzing field feedback and metrics and collaborating with partners across the organization
Develop business requirements for both strategic and tactical projects
Ability to work and collaborate with cross-functional stakeholders to recommend strategic solutions compliant with industry and governmental regulations
Manage testing completion in coordination with team leads, review testing plans, defects, requirement clarifications, and completion reports to ensure a smooth implementation of platform enhancements
Perform business verification of new functionality post-production
Resolve daily escalations from senior management, the Service Center, business partners and FAs/CSAs
Simplify complex technical systems into visual process flows, tables and PowerPoint presentations
Assist with meeting preparation and facilitate calls with technology and business partners
BS/BA degree required
Minimum 3-5 years of experience in related role or function Required Skills/Qualifications
Must be a self-starter with exceptional project management skills and the ability to work both independently and collaboratively to drive a project to completion
Ability to develop and run complex data analytics
Effective communication in both business and technical contexts