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Strategy and Operations Specialist, Wealth Management Chief Data Office - Vice President
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$110k–$190k/yr
Full-time
bachelor degree
Employee Benefits And Perks, Incentive Compensation, Discretionary Bonuses, Short And Long-term Incentive Packages
Posted 26d ago
~40 hrs/week
Responsibilities
Manage a team responsible for budget, resourcing, and talent development within the Wealth Management Chief Data Office. Oversee client engagement activities and the production of educational materials to reduce data security and fraud risks.
Requirements
Requires a bachelor's degree and 7-12 years of relevant experience, including prior management experience. Candidates must possess excellent communication skills and the ability to execute multiple simultaneous workstreams independently.
Full job description
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO’s mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; abide by relevant privacy laws and regulations; effectively retain, retrieve, and protect information and records at Morgan Stanley; and mitigate risks caused by inaccurate, untimely, or incomplete WM data.
Role Description
The Strategy and Operations Team within the WM CDO seeks a Vice President to support a unified global team positioned to achieve its risk objectives and demonstrate its value add to Morgan Stanley. This individual will manage a team that is responsible for budget, resourcing/hiring needs, space, talent development, and other special projects benefiting the entire team. This individual will also oversee all client engagement activities performed by the team and cybersecurity and fraud prevention marketing efforts.
Key responsibilities include, but are not limited to the following:
Oversee a team that coordinates engagements between WM CDO Subject Matter Experts with Ultra-High Net Worth clients/prospects and financial advisors to support business development activities or assist with incident response
Oversee a team that produces, maintains, and disseminates educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk
Serve as the point person for all WM CDO external consulting engagements
Support hiring managers in their recruitment activities
Provide leadership with transparency and insight into the hiring pipeline and key personnel data points
Ensure new hires understand the CDO mission/vision and the role they will play in advancing it
Facilitate touchpoints, communications, and other initiatives that ensure WM CDO team members are driving toward shared objectives (e.g., Monthly All Hands Series, Quarterly New Joiners Series, Bi-Monthly Newsletter)
Drive WM CDO’s mentorship program to help team members grow their network within CDO and achieve their career goals
Qualifications:
Bachelor’s degree
7-12 years of relevant experience
Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization
Comfort challenging and escalating risks and decisions
Exceptional critical thinking, problem-solving, and research skills
Prior management experience
Ability to independently execute on multiple, simultaneous workstreams and exhibit strong attention to detail
Expertise in office productivity software, data analysis, and collaboration tools
Preferred Qualifications
Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals.
Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success.
As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally.
These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders.
Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
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