WM Platforms COO/Program Manager, AVP
WM Platforms COO/Program Manager, AVP
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$ 85000 - 135000
1 Vacancy
Job Description
*This role sits in our Purchase NY office and will be required to be onsite 3-4 days a week*
About Us
Morgan Stanley is a global financial services firm and a market leader in investment banking investment management and wealth management services.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.
Division Profile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor Workplace and Direct channels ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
The Program Management AVP for Wealth Management Platforms will provide program management support and oversight for select initiatives. This role will coordinate across a multi-disciplinary team with a key focus on program delivery risk monitoring scope management budgetary tracking and management reporting. The individual will collaborate with partners in Technology and Product Management to deliver solutions for Clients and Financial Advisors.
Key Responsibilities
- Work with Leadership/Stakeholders to prioritize key features and Business outcomes that align with Platform and Firm strategy
- Partner with Fleet Leads and Product Owners to conduct current state analysis and develop target state
- Lead problem solving discussions
- Provide general PMO support including maintaining key trackers driving items to completion and highlighting items that require attention
- Provide meeting support including meeting set-up meeting notes and preparing draft/tentative agendas ahead of upcoming meetings
Provide support for program governance LRC business launch and testing strategy
- Provide transparency to stakeholders and leadership into progress towards goals risks and issues
- Maintain strong partnerships with teams across the business and technology to drive successful execution
Experience
- Bachelors degree in finance economics or related field or an equivalent combination of training and experience required
- Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry
- Partnering/working with stakeholders across different areas
Skills Required
- Work independently and with a team possessing strong sense of accountability and relationship-building
- Ability to think laterally and convey big-picture understanding; identify risks trends and remediations including when working with technology and business stakeholders
- Superior active listening research/investigative communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
- Strong organizational skills with a high attention to detail
- Independent self-starter who can manage multiple activities to aggressive deadlines
- Strong time management skills and ability to drive projects to completion within budget
- Proficient with Microsoft Office Suite (Word Excel and PowerPoint)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe please copy and paste into your browser.
Expected base pay rate for the role will be between $85000 and $135000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short- and long-term incentive packages and other Morgan Stanley-sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
Chief
Employment Type
Full-Time
