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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. The Morgan Stanley Wealth Management Financial Advisor Platforms Team manages the prioritization and implementation of the Wealth Management Division's investments in technology tools and solutions for Financial Advisors and branch support staff. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives. The Product Manager will be responsible for helping to implement an enterprise CRM solution across various sales groups, product business lines, and support functions. They will proactively contribute to changes in processes and procedures with the goal of driving productivity gains. Job Description Role and Responsibilities The Vice President - CRM should have a passion and leader's vision for optimizing systems and data. This is a critical leadership role that requires the individual to build consensus across a variety of stakeholder groups. Responsibilities will include leading the Salesforce transformation to empower Morgan Stanley to use CRM efficiently and effectively. The Product Manager must have practical understanding and the skill to perform the normal day-to-day administration of Salesforce, as well as the ability to drive the business processes through the organization. This position requires hands-on experience in Salesforce.com, stakeholder management, delivery management and team management. In collaboration with functional leaders, this individual will be responsible for identification of the organization's CRM needs, solution design and deployment.
Lead multiple cross-functional teams assigned during the duration of a project to ensure timely completion of project deliverables
Liaison between Business and IT for requirements.
Actively lead and participate in change management lifecycle, including requirement gathering, implementation, testing, and support.
Support and improve all Salesforce integration including marketing automation and data synchronization
Stay current with emerging CRM and Salesforce.com, App technologies and solutions.
Qualifications and Education Requirements
Experience using Salesforce or similar CRM Products to develop client or business solutions
Proficient in custom objects, validation rules, workflows, reports/dashboards, assignment rules and formula fields
Strong ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, business requirements, user stories, etc.
Strong knowledge of solution development methodologies (i.e. Agile, Waterfall, SDLC)
Effective in managing multiple parallel work streams and initiatives
Detailed, organized, and results-oriented
Ability to work effectively in a fast paced, high energy, team-oriented environment
Ability to think critically, solve problems, make decisions and build trust across the organization
Ability to effectively manage through change
Ability to work collaborate within all levels of the organization
BS/BA degree required. Advanced degrees a plus.
Internal Number: 5612426
About Morgan Stanley USA
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