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
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).
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
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
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