Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Vice President Investment Proposal Tool

Expired Job

Morgan Stanley New York , NY 10007

Posted 5 months ago

Responsible for developing and implementing the MSWM platform strategy for Advisory, Financial Planning, and Research functions. Serve as the subject matter expert on specific functional area(s) and lead project teams through the effective and timely completion of projects. Lead a team of business analysts through the successful completion of the project portfolio for one or more key technology platform functions.

Specific responsibilities include:

  • Create effective and timely Technology based solutions to serve the business needs of Financial Advisors, Client Service Associates and branch admin/management teams as well as end client's financial needs. Interact with Financial Advisors, Client Service Associates, and branch to develop creative and innovative solutions.

  • Develop and maintain product plans that include the end state vision, strategic and tactical initiatives, usage patterns, competitive analysis, and field feedback with strengths and weaknesses for each platform/functional component.

  • Manage projects from idea creation through deployment including identifying client need, designing and validating concepts, developing business cases, and managing to a budget.

  • Develop comprehensive business requirements documentation and lead overall execution with Technology and Testing partners.

  • Participate in requirements elaboration and design sessions with technology partners. And socialize requirements with stakeholders across the organization and escalate issues as needed.

  • Liaise with Legal, Risk, and Compliance partners on topics related to risk mitigation, audit, and policies & procedures.

  • Build relationships and gain consensus with key partners and clients.

  • Develop and deliver effective presentations to senior management, product teams, and project teams.

  • Develop communication and training plans working with Marketing & Training teams.

  • Liaise with Program Owners, Technology, Operations, and external Suppliers/Vendors.

  • Develop a thorough broad-based knowledge of all aspects of the MSWM platform.

Skills Required:

  • Understanding of SDLC and Agile development processes.

  • Analytical skills, problem-solving skills, and an eye for details.

  • Leadership skills to effectively manage resources to achieve best outcome.

  • Resource allocation and budgeting.

  • Strong verbal and written communication skills.

  • Ability to act as a bridge between Technology, Operations and Product areas.

  • Minimum 15 years of experience in the Financial Services Industry in a Business Analyst/Manager role developing financial applications for Retail and/or Institutional clients.

  • Enterprise project experience working with cross-functional teams.

  • Experience working on projects involving Advisory and brokerage businesses.

  • Four year degree required.

  • Strong knowledge of Microsoft Excel, Word, and PowerPoint required.

  • Series 7/66 licenses desired.

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Global Investment Management Surveillance Compliance Manager Vice President

Jpmorgan Chase & Co.

Posted 6 days ago

VIEW JOBS 12/6/2018 12:00:00 AM 2019-03-06T00:00 Apply Now Global Investment Management Surveillance - Compliance Manager - Vice President Req #: 180116997 Location: New York, NY,US Job Category: Compliance Job Description: JPMorgan Chase JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at http://www.jpmorganchase.com/. Our Compliance Function With a diverse team of Compliance professionals supporting all areas of our business around the globe, the team is working diligently to be innovative and present all business partners with thoughtful and unique solutions to the challenges they face. The Compliance function has a robust set of priorities in place focused on best practices and employee development to ensure goals are delivered. J.P. Morgan Asset Management is a leading asset manager for institutions, individuals and financial intermediaries, worldwide. Our investment professionals are located around the world providing strategies that span the full spectrum of asset classes including equity, fixed income, cash liquidity, currency, real estate, infrastructure, hedge funds and private equity. This role will be part of the Global Investment Management (GIM) Monitoring Team in New York and will report to a Compliance Manager. Responsibilities will include: * Conduct daily trade surveillances related to potential violations of the Securities Exchange Act of 1934 (insider trading and market manipulation) and conflicts of interests related to fiduciary responsibilities for equity and/or fixed income products. * Coordinate with the Technology Surveillance team to enhance current surveillances and create new surveillances, as needed * Coordinate with global compliance colleagues in the development and enhancement of surveillances and the preparation of related documentation * Assist with preparation of materials for internal Audit and Risk and Control, as appropriate. * Assist senior team leaders with updates to procedures, as appropriate. * Assist senior team leaders with corporate metrics preparation and reporting. Qualifications: * Bachelor's Degree required * Basic understanding of equity and fixed income products and trading * Basic understanding of financial instruments and investment products including equity, debt and derivative securities * Self-motivated individual who is eager to learn more about the financial markets and securities regulation * An understanding of when issues require escalation * Strong technology skills and computer literacy (Word, PowerPoint, Proficiency in Excel is a must) * Strong written and verbal communication skills * Must be diligent, detail-oriented, possess follow-through skills, ability to multi-task and work well within the team environment * Positive and professional attitude Jpmorgan Chase & Co. New York NY

Vice President Investment Proposal Tool

Expired Job

Morgan Stanley