WM Operations – Client Service & Reporting Group - CAO - VP

About the position

Morgan Stanley is a leading global financial services firm. The Operations division is one of the largest and has diverse responsibilities including settling and recording millions of transactions daily, mitigating operational risks, developing client relationships, and partnering with technology. Global Wealth Management Operations provides brokerage, investment, and financial services to individual investors, leveraging expertise in serving institutional clients. The firm is seeking a Vice President to join the Chief Administration Office (CAO) team within WM Operations – Client Service & Reporting Group (CSRG). CSRG is responsible for the Morgan Stanley’s Client Service Center, WM Ops Client Reporting, and Premier Field Services.

Responsibilities

  • Support teams in transitioning to target operating model (e.g., location, hiring, vendor contracts)
  • Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact team financials and organization.
  • Assist the team with the group’s vendor strategy by partnering on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion.
  • Manage & implement group’s location strategy commitments.
  • Partner w/ recruiting & hiring managers to manage/prioritization of open requisitions & offer approvals.
  • Maintain transparency on the state of the organization through metrics, project plans, and status reports.
  • Organize large scale events, including management planning sessions, and employee forums.
  • Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives.
  • Support team engagement initiatives, analyze employee engagement survey results to identify themes and propose organization initiatives to improve the overall employee experience.
  • Support recurring and ad hoc reporting & requests.

Requirements

  • 15+ years of experience in Financial Services, Operations or related functions
  • Strong background in financial analysis and financial management; experience managing financial budget & forecast cycles
  • Transformation mindset inclusive of leveraging tools like ChatGPT, Claude, Copilot
  • Strong analytical skills
  • Experience working on multi-functional teams with the ability to interact with senior stakeholders across various departments, build relationships/network to lead multiple initiatives and manage competing priorities
  • Effective verbal and written communications, with demonstrated skills in business writing, and comfort with communicating with colleagues and partners at all levels
  • Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management
  • Experience with vendor management, contract negotiations & vendor on-boarding
  • Experience with Location strategy, space planning and implementation experience

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • 401k
  • Commission earnings
  • Incentive compensation
  • Discretionary bonuses
  • Other short and long-term incentive packages
  • Other Morgan Stanley sponsored benefit programs
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