CAO/COO- Director - Client Onboarding, Due Diligence, Innovation & Strategy
CAO/COO- Director - Client Onboarding, Due Diligence, Innovation & Strategy
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1 Vacancy
Job Description
Were seeking someone to join our team as a Client Onboarding Due Diligence Innovation & Strategy (CODIS) Chief Administration Office Director in Wealth Management Operations to provide support across the CODIS organization and support the leadership team to ensure operational readiness and effectiveness coordinate and implement business strategy. The CAO is also accountable for vendor relationships and financial planning for vendor management headcount management as well as central reporting & governance of CODIS strategic programs.
In the Operations division we partner with business units across the Firm to support financial transactions devise and implement effective controls and develop client relationships. This is a Advanced Specialist position at Director level within Operations Business Management which is responsible for performing business management functions. We do this by managing strategic support headcount financials people processes and executive communications.
Morgan Stanley is an industry leader in financial services known for mobilizing capital to help governments corporations institutions and individuals around the world achieve their financial goals.
Interested in joining a team thats eager to create innovate and make an impact on the world Read on
What youll do in the role:
Manage complex processes and/or support significant process management/project efforts
Lead in process improvement and project management across multiple teams
Analyze and expose ambiguous complex issues or non-standard issues identify risks root causes and propose future actions tracking through to resolution
Build and manage relationships with business unit partners other Morgan Stanley infrastructure departments and external contact points in Client or Market organizations
Maintain the financial health of the organization while responding to new challenges including developing the annual budget and forecasts (eg: expense and headcount) managing vendor engagements (eg: contract negotiation RFPs) and managing the hiring pipeline (eg: prioritization approvals)
Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact CODIS financials and organization.
Execute groups vendor strategy by partnering with sourcing on bid process reviewing task orders on-boarding onshore / offshore consultants & tracking engagements to completion
Manage & implement groups location strategy commitments
Partner with recruiting & hiring managers to manage open requisitions & offer approvals
Maintain transparency on the state of the organization through metrics project plans and status reports
Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives.
Exhibit an ability to balance multiple changing priorities in a dynamic and fast-moving work environment.
Support recurring and ad hoc reporting & requests
What youll bring to the role:
Front-to-back knowledge of the processes projects systems markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
Ability to think commercially understand the impact of initiatives risks on the operational budget
Ability to address non-standard issues within area of expertise
Culture carrier and role model representing and leading the Firms core values to influence and motivate those around you
At least 6 years relevant experience would generally be expected to find the skills required for this role
Strong process management and analytical skills
Highly proficient with Microsoft Excel Word and PowerPoint to perform analysis and develop presentations for senior management
Ability to take initiative and thrive in a collaborative team environment.
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 rates for the role will be between 120000 and 173000 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).
Required Experience:
Chief
Employment Type
Full-Time
