Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.
The Field Strategic Services (FSS) group within MSWM is responsible for transformational platform strategies that provide better tools for our Financial Advisors, support staff, and our clients. The Strategic Client Services (SCS) Asset Movement Platforms team encompasses a wide range for responsibilities including initiatives intended to modernize the branch employee experience by automating and streamlining e-tool and asset movement related processes and platforms. The team also focuses on policies and procedures in support of these activities within Wealth Management.
management team for the transformation of e-tool and asset movement related
platforms and activities.
asset movement related and e-tool procedures and platforms
Coordinate communication between field, Operations and Technology partners
Develop and maintain asset movement related policies and procedures
BA or BS preferred, but not required
Familiarity with both waterfall and agile methodologies
Required Skills / Qualifications:
Financial Services experience preferred
Strong leadership skills
Experience in process and platform redesign initiatives
Highly motivated with a strong work ethic and a will to succeed
Strong written and verbal communication skills in both business and technical
environment where the sharing of ideas and talents is encouraged and
Ability to work independently in a multi-tasking, deadline-driven environment
Proficient knowledge of Microsoft Excel, Word, and PowerPoint
Desired Skills / Qualifications:
Experience with agile methodologies
Flexibility to travel if/as needed