Centralized Entitlement, Provisioning & Reporting, 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.

Client Segment Entitlements Team is responsible for reviewing access management requests raised by the respective business units across Morgan Stanley Wealth Management Client Segments (WMCS) to promote consistency governance and operational efficiency. The Client Segment Entitlements Assistant Vice President will play a critical role in leading a team that is responsible for ensuring that employees across WMCS maintain access to appropriate tools and applications that facilitate the flow of business on a daily basis.

Responsibilities:

• Team Management: Serve as local team lead to promote an accurate and detailed record of team responsibilities and activity tracking
• Leadership Reporting: Maintain clear and consistent communication on status of projects and initiatives to ensure timely completion of deliverables and escalation of delays
• Risk Supervisory: Report risk management issues and internal control deficiencies to ensure that issues and appropriate corrective action plans are addressed
• Entitlements Approval Processing: Review entitlement requests to internal applications client data and other data repositories such as shared folders using business unit-defined rules and escalation paths
• Enterprise Roles Setup & Maintenance: Regularly maintain and update enterprise roles to streamline onboarding of new users and reduce out of role entitlements using role-based access management. Work with the business to create new roles where appropriate
• Entitlement Review Admin: Coordinate and facilitate periodic review cycles for all users including annual out-of-role entitlement reviews weekly transfer reviews and other periodic reviews
• Separation Of Duties (SOD) Review: Review entitlements conflicting with the SOD rules and determine if access is appropriate
• Audit Readiness & Risk Compliance: Maintain documentation logs and evidence on entitlement request/approvals for internal/external audit inquiries and assist in addressing any related audit findings

Requirements:

• Bachelors degree with 6-9 years of experience
• Excellent communication skills with the ability to foster strong relationships at all levels
• Excellent organizational and project management skills and ability to function in a high-volume fast-paced environment
• Ability to delegate manage and execute on a wide range of tasks and initiatives
• Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint
• Ability to learn new technology and systems
• Understanding of the Wealth Management business and products
• Strong business judgment and problem-solving skills
• Successfully complete background checks and pre-employment assessments

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.