Wealth Management Operations- RTB Retirement Support Director

Morgan Stanley New York , NY 10007

Posted 11 months ago


The candidate will work within the Retirement Services Operations Run-the-Bank organization. The candidate will have responsibility for managing and supporting programs that support key components of the Retirement change agenda, and will drive program and project management activities supporting the Retirement business.

Scope of delivery may include product-specific improvement opportunities such as cross-product efforts, business process management, and process improvement. Key activities include general project management disciplines such as delivery, risk/issue identification and escalation, budget and resource management, and management of systems development lifecycle (SDLC) activities such as scoping, business analysis, design document development, and testing, to include coordination of cross functional teams to ensure that projects meet milestones and delivery dates. The ability to foster and develop strong working relationships with business and IT counterparts is a critical success factor in this role.

Job Duties and Responsibilities:

? Partner with senior stakeholders (eg: Business, Technology and Operations) to understand and prioritize initiatives to define and execute change agenda and meet program/project goals

? Review platforms/procedures and processes to identify opportunities for enhancement/streamlining and develop ways to make them more effective

? Coordinate engagement of Operations, Technology and Business partner resources and subject matter experts across multiple projects & geographic regions

? Define and drive the implementation of Global Standards and Best Practices

? Lead and direct project activities, meetings, understand dependencies, and manage timelines

? Manage issues and decisions to timely resolution. Communicate with senior management teams to escalate/resolve project conflicts and resource demands

? Manage a cohesive plan across all work streams, ensuring a coordinated approach to analysis, development, testing and delivery Qualifications & skills required:

Leadership skills: The candidate must have experience leading multiple projects and teams. Candidate must be a strong leader with the ability to implement improvement and drive change within the organization.

Problem solving skills: The candidate must have the ability to identify complex risks early and develop actionable mitigation plans.

Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations

Communications skills: The candidate must be able to concisely explain complex issues to audiences of varying seniority. The candidate must also possess strong written and oral executive-level communications skills

Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels. Experience of engaging and influencing senior leaders within the organization is essential.

Project management skills: The candidate must have the ability to create practical and comprehensive implementation plans and partner with all levels of management and stakeholders to gain consensus. Experience of managing multiple projects or engagements and their associated budgets is essential.

Bachelor's Degree

Familiarity with project management tools such as JIRA, HP Application Lifecycle Management (ALM)

Knowledge of SDLC, waterfall and agile methodologies

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Wealth Management Operations- RTB Retirement Support Director

Morgan Stanley