Private Banking Operations - Change The Bank Project Sr. Associate Wealth Management Operations

Morgan Stanley New York , NY 10007

Posted 2 weeks ago

Private Banking Operations Strategic Initiative (CTB) Group

Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Asset Management.

The WM network includes more than 15,000 Financial Advisors (FAs) with total client assets of over $2 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

MS is expanding its deposit and lending services to serve the retail banking, private banking and commercial banking needs of WM clients. Private Banking Operations (PBO) is an organization that supports this effort.

PBO is seeking a high quality Director to be a part of our change management team that supports the private banking operations organization. The successful candidate will initially join the digital program, working across a number of projects to support the growth of the Banks

Description

The Private Bank Operations (PBO) Change the Bank team manages cross-divisional, cross-product, and firm-wide initiatives on behalf of Private Banking Operations and the Private Banking Group within Wealth Management. The role requires the candidate to engage Developers, Business Owners and Operations Users to coordinate and contribute through all phases of the project lifecycle (Analyze, Design, Build, Test and Implementation).

Key Responsibilities:

The candidate will be responsible for the following:

Participate in project scope and timeline definition, stakeholder management, and creation of communication plan

Develop project plans, define project task and resource requirements

Create power point presentations defining project progress, problems and solutions

Document and participate in status call with project stakeholders

Capture and manage project risks and issues - ensure effective escalation and closure

Develop subject matter expertise in systems and applications, define business and operational requirements

Create workflows, conceptual prototypes, mock-ups and review with key stakeholders as necessary Work with cross-functional teams to ensure they are engaged for upcoming projects

Participate in test planning efforts, drive the design or review of test cases, traceability and process change request

Actively engage in the testing process, for example, run test cases, perform demonstrations to stakeholders

Coordinate project go-live activities with product, technology and operations including - preparation of kick-off document, run-book, ensure appropriate approvals are in place to support deployment

Manage weekend checkouts following code deployments

Skills Required

Previous exposure to project work or relevant banking operations ( 2 to 5 years) is required

The successful candidate will be a self-starter, eager to learn, and able to manage conflicting priorities

Strong quantitative and qualitative analytical skills and a creative and flexible approach to problem solving

Strong sense of ownership and accountability for work

Self-motivated and autonomous

Keen attention to detail

Strong communication skills

Strong time management skills ; performs the majority of day-to-day activities with minimal guidance and supervision

Fluency with MS Office tools, especially Power Point and Excel, with Signavio or Visio good to have

Bachelors Degree

Skills Desired

PMP (Project Management Professional) certified or equivalent project management experience

Possess capability to write business and functional requirements, mapping process flows, creating test plans and performing testing in various environments

Knowledge of Agile project methodology



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VIEW JOBS 8/27/2019 12:00:00 AM 2019-11-25T00:00 Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes more than 15,000 Financial Advisors (FAs) with total client assets of over $2 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. MS is expanding its deposit and lending services to serve the retail banking, private banking and commercial banking needs of WM clients. Private Banking Operations (PBO) is an organization that supports this effort. PBO is seeking a high quality Director to be a part of our change management team that supports the private banking operations organization. The successful candidate will initially join the digital program, working across a number of projects to support the growth of the Banks Description The Private Bank Operations (PBO) Change the Bank team manages cross-divisional, cross-product, and firm-wide initiatives on behalf of Private Banking Operations and the Private Banking Group within Wealth Management. The role requires the candidate to engage Developers, Business Owners and Operations Users to coordinate and contribute through all phases of the project lifecycle (Analyze, Design, Build, Test and Implementation). Key Responsibilities: The candidate will be responsible for the following: Participate in project scope and timeline definition, stakeholder management, and creation of communication plan Develop project plans, define project task and resource requirements Create power point presentations defining project progress, problems and solutions Document and participate in status call with project stakeholders Capture and manage project risks and issues - ensure effective escalation and closure Develop subject matter expertise in systems and applications, define business and operational requirements Create workflows, conceptual prototypes, mock-ups and review with key stakeholders as necessary Work with cross-functional teams to ensure they are engaged for upcoming projects Participate in test planning efforts, drive the design or review of test cases, traceability and process change request Actively engage in the testing process, for example, run test cases, perform demonstrations to stakeholders Coordinate project go-live activities with product, technology and operations including - preparation of kick-off document, run-book, ensure appropriate approvals are in place to support deployment Manage weekend checkouts following code deployments Skills Required Previous exposure to project work or relevant banking operations ( 2 to 5 years) is required The successful candidate will be a self-starter, eager to learn, and able to manage conflicting priorities Strong quantitative and qualitative analytical skills and a creative and flexible approach to problem solving Strong sense of ownership and accountability for work Self-motivated and autonomous Keen attention to detail Strong communication skills Strong time management skills ; performs the majority of day-to-day activities with minimal guidance and supervision Fluency with MS Office tools, especially Power Point and Excel, with Signavio or Visio good to have Bachelors Degree Skills Desired PMP (Project Management Professional) certified or equivalent project management experience Possess capability to write business and functional requirements, mapping process flows, creating test plans and performing testing in various environments Knowledge of Agile project methodology Morgan Stanley New York NY

Private Banking Operations - Change The Bank Project Sr. Associate Wealth Management Operations

Morgan Stanley