Field Service Operations Team Manager, Client Segments, Vice President, Wealth Management
About Us:
Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management. Global Wealth Management is offered by the Morgan Stanley Wealth Management (MSWM) franchise, which has one of the world's largest networks of Financial Advisors. This role is in the Morgan Stanley Field Service organization. Field Service encompasses a wide range of services and support designed to add value to our clients with a shared goal of serving the best interests of our branches and our clients.
Position summary:
The Service Associate VP will provide onsite leadership to a department responsible for executing certain administrative and transactional tasks for various business functions on behalf of Wealth Management branches. These responsibilities include compliance branch exam preparation, select cashier functions, asset movement support, and remediation support. This manager will work closely with the onshore manager, leveraging their specialized expertise and providing essential supervision for certain functions. The role will report directly to the Head of WM Client Segments India.
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Responsibilities:
Key responsibilities may include but will not be limited to the following:
- Provide onsite leadership to team members within department, including regular performance and career conversations
- Recruit and onboard new team members as needed
- Build key relationships with business partners onsite and onshore, specifically leadership counterparts
- Ensure team members adhere to policies and written supervisory procedures associated with their functions
- Optimize efficiency and productivity within the team and share opportunities to improve with business partners (e.g., technology improvement opportunities)
- Ensure team members are meeting performance and quality objectives
- Complete various projects and/or assignments as needed
- Stay current on all policies and procedure changes
- Drive employee engagement and a culture of teambuilding and inclusion
Education and/or Experience:
- Secondary Stage Education/Senior Secondary Stage
- 10+ years of work experience in a field relevant to the position preferred
Knowledge/Skills:
- Evidence of strong leadership capabilities or previous supervisory experience
- Excellent interpersonal and client service skills
- Effective problem solver
- Strong communication skills, written and verbal
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment across multiple time zones
- Adaptable and ability to multitask
- Goal oriented, self-motivated and results driven
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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)