Senin, 26 September 2016

Private Banking Operations – Specialist - Project Manager - Digital Strategy Online Channel- Wealth Management Operations - Morgan Stanley - New York, NY

Private Banking Operations – Specialist - Project Manager - Digital Strategy Online Channel- Wealth Management Operations - Morgan Stanley - New York, NY -
Morgan Stanley (MS) is a worldwide monetary providers agency that conducts its enterprise by way of three principal enterprise segments, Institutional Securities, Wealth Management (WM), and Asset Management. The WM community consists of greater than 15,000 Monetary Advisors (FAs) with complete shopper belongings of over $2 trillion. WM supplies complete monetary recommendation and providers to its shoppers together with brokerage, funding advisory, monetary and wealth planning, credit score & lending, deposits & money management, annuities, insurance, retirement and belief providers. MS is increasing its deposit and lending providers to serve the retail banking, personal banking and business banking wants of WM shoppers. Private Banking Operations (PBO) is a corporation that helps this effort. PBO is in search of a top quality Director to be part of our change management staff that helps the important thing banking change initiatives.


The Private Financial institution Operations (PBO) Change the Financial institution group manages cross-divisional, cross-product, and agency-large initiatives on behalf of Private Banking Operations and the Private Banking Group inside Wealth Management . The position is multi-faceted and gives the chance to steer a number of venture initiatives and symbolize PBO throughout venture lifecycle (Analyze, Design, Construct, Check and Implementation). The web channels / Digital Strategy tasks staff work in partnership with the Digital product workforce to ship main instruments that gives shopper with self-servicing capabilities inside Morgan Stanley Online and Morgan Stanley Cellular App.

Key Duties:
The candidate shall be liable for the next:
Outline venture scope and timeline, stakeholders, and communication plan

Seize and handle challenge dangers and points – guarantee efficient escalation and closure

Handle standing name with undertaking group

Work with cross-practical groups to realize widespread objectives

Doc necessities and assessment with key stakeholders as mandatory

Evaluation testing methods and coordinate with check lead useful resource on execution of check plan

Develop robust partnerships with Know-how, Operations, and PBG enterprise workforce to ship change.

Coordinate venture go-reside actions with product, know-how and operations together with – preparation of kick-off doc, run-ebook, guarantee applicable approvals are in place to help deployment

Quantify undertaking impacts to operations the place relevant


Expertise Required

Expertise in venture management and/or enterprise evaluation

Robust quantitative and qualitative analytical expertise and a artistic and versatile strategy to drawback fixing

Robust sense of possession and accountability for work

Self-motivated and autonomous

Eager consideration to element

Robust communication and influencing expertise

Distinctive written and verbal presentation expertise

Able to setting path and motivating group members outdoors the direct reporting line

Means to cope with ambiguity and outline approaches to deliver un-targeted points to decision

Robust time management expertise ; Performs nearly all of day-to-day actions with minimal steerage and supervision

Fluency with all MS Workplace instruments, together with Energy Level, Excel, Project, and Visio

Bachelors Diploma

Expertise Desired

Publicity to Wealth Management and/or Banking business

Publicity to platform conversions

Publicity with new product improvement and launches

Publicity to regulatory modifications in an Operations setting


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