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Assoc, Sr. Professional, P3, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate

2 days ago Flexible / Remote

Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Wealth Management Operations Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities. As part of its support model, the Strategic Program Office is responsible for the coordination and management of large-scale technology and operational programs related to the Call Centers as well as the firm's client reporting obligations such as performance reporting, statements, trade confirmations and communications. The team collaborates with stakeholders in the Field, Operations, IT and the Business to define, analyze and deliver strategic Technology and Operational processes. - Plan, coordinate, monitor and manage the successful delivery of project - Create comprehensive project/change management plans - Coordinate engagement of Operations, Technology and Business partner resources and subject matter experts across multiple projects & geographic regions - Manage issues and decisions to timely resolution, communicating with senior management to escalate/resolve project conflicts & needs - Collaborate with stakeholders to gather and document business requirements. - Analyze and model business processes to identify areas for improvement. - Facilitate meetings to drive project progress and stakeholder alignment. - Monitor project progress and provide regular updates to stakeholders. - Ensure solutions meet business needs and requirements - Bachelors degree plus 2-5 years of experience in business analyst, project management, process engineering or strategy within a financial services or operations environment - Business analyst skills: The candidate must have strong analytical and problem-solving skills and experience with data analysis and reporting - Project management skills: The candidate must have the ability to create practical and comprehensive project, implementation and change management plans - Presentation skills: The candidate must be fluent in MS PowerPoint and possess the ability to create material that effectively highlights product roadmaps, program status, risks to delivery and other essential documentation key to product delivery - Communications skills: The candidate must possess strong written and oral communications skills - Client management and teamwork skills: The candidate must have the ability to work with stakeholders and colleagues at all experience levels - Technology skills: The candidate must have familiarity with software development lifecycle (SDLC), Agile methodologies and Automation tools At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 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. 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. United States (All States) 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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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Client-provided location(s): Flexible / Remote
Job ID: Morgan-549786761170
Employment Type: OTHER
Posted: 2025-09-12T18:35:11

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)