MSWC, Client Segments, Director, Wealth Management

About Us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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.

Position Summary:
The MSWC team in Mumbai works closely with the MSWC COO Product Risk Business Enablement and Marketing Teams. The Team Lead plays a critical role in the development analysis and execution of a broad range of strategic and tactical business initiatives including: overall MSWC business strategy; client service and operations strategy enhancement of MSWC processes and capabilities product development; platform integration and the implementation of firm-wide initiatives.

The MSWC Team Lead Assistant Vice President will serve a key liaison between offshore and onsite teams and work closely with business partners to ensure delivery excellence.

Responsibilities include:

• Drive the strategy development and project mgmt. for critical MSWC strategic initiatives (e.g. new service offerings asset growth opportunities process enhancements)
• Daily oversight of the MSWC team based in India including various business and risk analysts digital marketing AVP and the MSWC UAT team.
• Assist with data analytics and metrics reporting enhancements to policies and procedures and other responsibilities under the COO (e.g. invoice processing Travel & Expenses entitlements etc)
• Drive ad hoc projects and remediations
• Identify evaluate and execute operational improvement opportunities across strategic initiatives
• Assist in breaking down complex initiatives into discrete work streams aligned to strategic goals
• Liaise and collaborate with key partners across other groups within wealth management (Product Legal Risk Compliance Technology etc) to ensure seamless execution of initiatives
• Be results oriented and quickly turn around high-quality work in a fast paced environment

Qualifications:

• 6-9 years of overall professional experience required preferably in consulting financial services wealth management and/or business strategy & management
• Strong track record of academic and professional excellence and achievement
• Self-starter who will take initiative learn quickly and work independently
• High level of attention to detail with excellent written and verbal communication skills
• Proficiency in Microsoft Word Excel and superior PowerPoint skills
• High degree of professionalism positive attitude and good judgment
• Ability to multi-task and operate in a fast-moving environment
• Ability to provide impactful business solutions and apply critical thinking to all tasks
• Desire to understand the MSWC business and the different needs of the Canadian financial industry client and advisor

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.

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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.