Private Banking Operations - Specialist - Project Manager - Digital Strategy Online Channel- Wealth Management Operations
New York , New York
February 06, 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.

Wealth Management Operations
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.

Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments, Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes more than 15,000 Financial Advisors (FAs) with total client assets of over $2 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. MS is expanding its deposit and lending services to serve the retail banking, private banking and commercial banking needs of WM clients. Private Banking Operations (PBO) is an organization that supports this effort. PBO is seeking a high quality Director to be a part of our change management team that supports the key banking change initiatives.

The Private Bank Operations (PBO) Change the Bank team manages cross-divisional, cross-product, and firm-wide initiatives on behalf of Private Banking Operations and the Private Banking Group within Wealth Management . The role is multi-faceted and offers the opportunity to lead multiple project initiatives and represent PBO during project lifecycle (Analyze, Design, Build, Test and Implementation). The online channels / Digital Strategy projects team work in partnership with the Digital product team to deliver leading tools that provides client with self-servicing capabilities within Morgan Stanley Online and Morgan Stanley Mobile App.

Key Responsibilities:
The candidate will be responsible for the following:
Define project scope and timeline, stakeholders, and communication plan
Capture and manage project risks and issues - ensure effective escalation and closure
Manage status call with project team
Work with cross-functional teams to achieve common goals
Document requirements and review with key stakeholders as necessary
Review testing strategies and coordinate with test lead resource on execution of test plan
Develop strong partnerships with Technology, Operations, and PBG business team to deliver change.
Coordinate project go-live activities with product, technology and operations including - preparation of kick-off document, run-book, ensure appropriate approvals are in place to support deployment
Quantify project impacts to operations where applicable

Skills Required
Experience in project management and/or business analysis
Strong quantitative and qualitative analytical skills and a creative and flexible approach to problem solving
Strong sense of ownership and accountability for work
Self-motivated and autonomous
Keen attention to detail
Strong communication and influencing skills
Exceptional written and verbal presentation skills
Capable of setting direction and motivating team members outside the direct reporting line
Ability to deal with ambiguity and define approaches to bring un-focused issues to resolution
Strong time management skills ; Performs the majority of day-to-day activities with minimal guidance and supervision
Fluency with all MS Office tools, including Power Point, Excel, Project, and Visio
Bachelors Degree

Skills Desired
Exposure to Wealth Management and/or Banking industry
Exposure to platform conversions
Exposure with new product development and launches
Exposure to regulatory changes in an Operations environment

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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