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Morgan Stanley Wealth Management Introduction Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Job Description Role and Responsibilities The mandate of the Investment Platforms organization is to drive technology strategy to deliver superior investment capabilities to our advisors and clients, with central focus on delivery of goals based advice across all of our clients' wealth. The team partners closely with business and technology groups to lead end to end execution of platform enhancements, from initial idea generation through implementation and roll-out. Focus areas include GPS, advisory platforms and WealthDesk, the Portfolio Risk Platform powered by BlackRock Aladdin, Investment Solutions platforms, and 3D. The candidate will support platform management in the development and delivery of a multi-year strategic vision across all investment Platforms, as well as leading key business management priorities. This role will also partner closely with the platform COOs & Engagement and Adoption team in developing and delivering our change management strategy. A firm understanding of the Wealth Management business is critical to the success of this role Key accountabilities for this role include the following: - Assist in the development and implementation of WM Investment Platform's multi-year strategic vision - Gather competitive intelligence on major and emerging competitors, including platform positioning compared to MSWM's capabilities - Provide support, develop and deliver internal management update / strategy presentations - Help track and evolve the vision, goals and objectives of the organization - Coordinate cross-functional efforts to ensure strategic alignment of new capabilities and enhancements - Develop reporting & analysis to track financials and headcount of overall team, including budgeting process and ongoing expense management - Assist with special projects and strategic initiatives
Qualifications and Education Requirements - 3+ years of relevant experience including significant experience in Wealth Management - Bachelor degree in Business or related field preferred - Must possess Financial Services industry experience, knowledge of industry trends, competitive advantages, and brokerage product offerings - Strong strategic planning, finance, conceptual design, collaborative, and organizational skills Preferred Skills - Strong people and process management skills - Ability to communicate effectively with all levels of management within the organization - Proficient with MS Excel and PowerPoint - Ability to work independently and possess a strong sense of accountability/ownership - Resilience under pressure and flexibility
Internal Number: 5612416
About Morgan Stanley USA
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