Portfolio Management & Execution Strategy Chief of Staff, AVP
Portfolio Management & Execution Strategy Chief of Staff, AVP
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$ 85000 - 135000
1 Vacancy
Job Description
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.
The Portfolio Management & Execution Strategy Team (PMES) sits within WM Platforms and serves as trusted partners to WM platform owners provides project and program management support and oversight across the platform portfolio and for select initiatives. The PMES Chief of Staff office is responsible for creating transparency across strategic initiatives driving operational excellence facilitating communication decision-making and execution. This is an exciting opportunity for a proactive detail-oriented individual who thrives in fast-paced environment and is passionate about optimizing processes and delivering results.
Position Summary
The PMES Chief of Staff AVP will be responsible for a variety of functions that support the PMES Chief of Staff across various disciplines. The PMES Chief of Staff AVP will report to the PMES Chief of Staff. Assisting the PMES Chief of Staff will be key to in achieving senior leaderships vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. The PMES Chief of Staff AVP will be responsible for driving senior level reporting and providing presentation and meeting support.
Key Responsibilities
- Assisting with all levels of reporting and presentation including creating and preparing templates drafting slides populating templates consolidating from existing materials reconciling between multiple documents
- Providing meeting support including meeting set - up meeting notes (for overlapping hours) and preparing draft/tentative agendas ahead of upcoming meetings
- Providing general support including maintaining key trackers driving items to completion and highlighting items that require attention
- Performing data reconciliation specifically for the budget process
Experience
- Bachelors degree in finance economics or related field or an equivalent combination of training and experience required
- Minimum 5-7 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 attention to detail
- Strong organizational and analytical skills
- Strong people and process management skills
- 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 rates 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).
Required Experience:
Exec
Employment Type
Full-Time
