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Morgan Stanley Wealth Management (MSWM) provides wealth management services to individual clients investing in both domestic and international markets, including direct equity, fixed income and derivative investments, financial planning, margin lending and managed funds. As Morgan Stanley's premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.
About The Team
The COO Office is responsible for a wide variety of strategic, operational and regulatory/risk management driven projects and initiatives for Morgan Stanley Wealth Management Australia.
About The Role
The Project Manager/Business Analyst is responsible for coordinating and implementing projects of strategic relevance, in close collaboration with Senior Management, Products & Platform Solutions, as well as Legal & Compliance, Risk and Operations teams.
The primary function of the Project Manager/Business Analyst is to ensure strategic, regulatory or remediation projects are implemented within the set parameters and timelines.
The successful candidate will ideally have a minimum of 5 years' experience in financial services – wealth management and have experience leading projects in this environment. Experience as a Business Analyst would also be advantageous to this role.
Coordination and Facilitation of project meetings and workshops
Requirements gathering and documentation in collaboration with business stakeholders
Project Management of initiatives from commencement to implementation
Design/Plan implementation approach for each project
Project implementation, including required analysis work
Complete Project related communication to stakeholders
Effective engagement and cross collaboration with other departments, including front office sales teams, Operations, Compliance, Risk and Technology.
Create and maintain project documentation
Key Competencies/ Skills Required
Technical/ Specialist Skills & Experience
At least 5 years' experience in the Australian Financial Services Industry, specifically with Wealth Management experience.
Project Management Expertise delivering to both Waterfall and Agile Project management methodology
Business Analyst Expertise particular relevant to Wealth Management
Experience delivering Technology Projects, Data Remediation and Compliance/Risk or Regulatory Change Projects.
Knowledge of Australian and International securities regulations and compliance requirements (including ASX Business Rules, Securities Clearing House Business Rules, Australian Clearing House Rules, Corporations Act, ASIC Policies, FINRA Regulations and FSA Regulations) is advantageous but not essential.
Personal Attributes / Interpersonal Skills
Strong client service orientation
Acute awareness of risk, with clear focus on control and timely escalation
A proactive nature, challenging and questioning process, seeking innovative solutions to improve efficiency and mitigate risk
Excellent verbal and written English communication skills with the confidence to challenge stakeholders and the ability to effectively communicated across all mediums, including presentations to all manner of stakeholders
Effective organizational skills; ability to work under pressure and prioritise tasks effectively
Excellent time management skills, including working towards multiple deadlines for different projects simultaneously
Goal-oriented and self-motivated with demonstrated drive, resilience and initiative.
Hands-on, Team player happy to complete whatever tasks are required to get projects over the line
Key Business Relationships
Head of Strategy & Project Management, COO, Senior Management, Platforms and Products team, Australia Wealth State and Branch Administration Managers, Risk Managers, Front Office staff (FAs/CSAs), Legal and Compliance, Internal Audit, IT, global Operations.
Clients, Fund Managers, Share Registries, Custodians, Agent banks
Equal Opportunity Statement
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.