Capital Markets & Core Processing Specialist - Wealth Management Operations
Baltimore , Maryland
January 13, 2017
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.

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.

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.

Project manager role covering a portfolio of projects across the clearance and settlements lifecycle for Capital Markets Core Processing (CMCP) Operations. Concurrent oversight of 2-4 discrete projects at any given time. Responsible for schedule planning; requirements documentation; tracking of progress vs. plan; budget management; test planning; coordination of user acceptance testing (UAT); and implementation. The ideal candidate has familiarity in clearing & settlement Operations and a strong project management background. Knowledge of the DTCC suite of products is a plus for this role (eg. ACATS, CNS, DRS, OMGEO, Obligation Warehouse). This role requires ability to manage both full-time and contingent resources.

The Operations Change team sets and executes the overall CTB (Change the Bank) investment strategy for Operations in partnership with the wider Operations Leadership Team, and key front-to-back stakeholders. For systems and data related deliverables, we work in close partnership with the Technology & Data organization. We work collaboratively across all Operations CTB teams to ensure optimal utilization of Operations CTB budget and delivery of agreed benefits at agreed costs and appropriate risk levels.


- Minimum 3-5 years of experience in financial services.
- Strong communication and business writing skills are mandatory. Candidate must be comfortable leading meetings with participants from varied internal business units and vendor partners.
- Ability to challenge the status-quo, think strategically and provide insight into how to improve existing business and technology processes
- Strong analytic and problem solving/process improvement skills; ability to learn quickly and ask strategic questions to understand problems.
- Strong Project management skills required, candidate must be familiar with the SDLC cycle.
- Proficiency in Microsoft Word, Excel, Outlook, Visio, Project and PowerPoint.
- Minimum 3-5 years of experience in financial services.
- Operations background preferred.
- Experience supervising employees and contingent workers preferred.

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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