Operations Supervisor Parametric

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities wealth management and investment management services. With offices in more than 41 countries the Firms employees serve clients worldwide including corporations governments institutions and individuals. For further information about Morgan Stanley please visit .

ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management the asset management division of Morgan Stanley. We partner with advisors institutions and consultants to build portfolios focused on whats important to them and their clients. A leader in custom solutions for more than 30 years we help investors access efficient market exposures solve implementation challenges and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients core holdings.

This role is part of Parametrics hybrid working model which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional operational client service for accounts and client activities.

CRG is comprised of teams and functions including Client Experience (client service and onboarding teams) Client Operations and Client Control & Contract Management.

ABOUT THE ROLE
This Supervisor position is part of the Client Service team within the Client Experience organization at CRG. The Operations Supervisor oversees monitors and improves the daily workflow for their assigned regions. Responsibilities include supervising mentoring supporting and training associates based on feedback from internal teams. The Operations Supervisor collaborates with team leadership and associates to increase efficiency and reduce risk. Building relationships with internal teams and clients employee development and management are key aspects of the role.

Primary Responsibilities

• Manage and mentor individual production team members and first time managers. This includes training active feedback performance management and performance evaluations.
• Establish regular lines of communication for upward and downward management with all direct reports and co-direct reports.
• Manage approximately 5-8 direct reports on a daily basis
• Provide regular feedback on client service expectations to group.
• Work with Client Service VPs to execute Objectives & Key Results (OKRs) and maintain healthy Key Risk Indicators (KRIs).
• Facilitate workload distribution amongst the team.
• Help the team with day-to-day workflow identifying activities that need to be escalated/prioritized and facilitating the review and remediation of escalated items.
• Serve as the escalation point for client relationships and team members as well as intradepartmental requests including error resolution. Utilize informed discretion regarding the need for further escalations with a solution orientated mindset.
• Participate as needed on client conference calls and meetings.
• Proactively seek opportunities to improve team processes to reduce risk and improve efficiencies leveraging a growth-oriented mindset.
• Help lead and implement ad-hoc team projects and initiatives communicating needs to team.
• Serve as a knowledge expert among peers and other departments. Deep understanding of the whys behind processes.
• Partner with leadership across the organization to carry out goals of the team and department.
• Create and oversee reports to mitigate risk within the organization.
• Proactively seek opportunities to improve efficiencies within the team and department.
• Help monitor and manage efforts pertaining to business continuity and resiliency.
• Create and maintain content for learning and development purposes across group.
• Proactively maintain and/or establish new controls within group to mitigate risk; lead the drafting and maintenance of channel guides/ master process guides/ team policies and procedures.
• Help facilitate the development testing and deployment of new technology releases/ applications on behalf of group.
• Work with Vice President to generate metrics and create reports that assist in determining resource needs by recognizing key trends.

Job Requirements

• 4-year degree preferably in related discipline such as economics finance or marketing; work experience in lieu of degree will be considered.
• 5 years proven experience working with financial services advisors preferably in a client service role.
• 2 years of direct team leadership experience.
• Strong relationship building skills.
• Excellent communication skills - in writing/oral with internal/external partners.
• Experience with RIA/Wire and Independent community separate accounts UMAs tax-efficient products and indexing a plus.
• Thorough knowledge of Microsoft Office Suite.
• Strong ability to learn new processes and systems.
• Exhibits clear project management skills; managing deadlines keeping stakeholders informed anticipating roadblocks preparing back-up plans etc.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

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 $78000 and $140000 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).