Institutional Platform Strategy - AVP/VP
Institutional Platform Strategy
The Institutional Platforms Strategy Team drives strategic initiatives aimed at scaling our Institutional Consulting Businesses; including Outsourced Chief Investment Office (OCIO), Graystone Consulting, Corporate Retirement, Institutional RIA, and the MS Family Office. The team is responsible for creating scalable solutions across all elements of the client and advisor experience - Pipeline and Prospect Management, Client Onboarding, Portfolio Setup and Management, Performance Reporting and Analytics, Money Movement, 401(k) Plan Management, and Institutional Billing and Financials.
The candidate will lead high-priority initiatives across Institutional Consulting Solutions (ICS) with a focus on building and scaling a premier shared service model for our institutional client segment. The candidate will be responsible for leading the effort to identify and refine business opportunities/risk/requirements, assess and reengineer platforms, and execute strategic solutions by leveraging the Firm's agile framework. The position will have a unique opportunity to engage with stakeholders and leadership across multiple lines of business (including Wealth Management, OCIO, MS Family Office, Global Investment Office, Morgan Stanley at Work, and Technology) to enhance our business offering and operating model.
We are seeking a candidate with a strategic mindset and entrepreneurial spirit, with proven experience in strategy/product management and a solid understanding of the wealth management business.
Primary Responsibilities :
- Lead large-scale and complex workstreams, including conceptualizing project scope, timelines, and dependencies, tracking and reporting key milestones, and engaging and influencing project stakeholders
- Partner with business stakeholders to gather, conceptualize, and define requirements which will automate business processes that support institutional clients, utilizing tools including integrating generative AI capabilities
- Develop and execute both tactical and strategic solutions to drive operational efficiencies, translating strategic goals into measurable project plans
- Oversee budgets, timelines and resource allocation for multiple large-scale initiatives
- Prepare and deliver presentations to senior management to allow for informed strategic decision-making
- Drive initiatives that advance Morgan Stanley's Integrated Firm Strategy by identifying and executing opportunities to align institutional platform capabilities with Wealth and Investment Management priorities, enabling cross-business synergies and enhancing firmwide client solutions
Qualifications :
- 5+ years of experience in financial services, wealth management, product management and/or business strategy/management related fields
- Undergraduate degree required
- Strong analytical, strategic thinking and problem solving skills with the ability to define complex business problems, synthesize data, identify and execute on tactical and strategic solutions
- Strong written and verbal communication, leadership and stakeholder management skills
- Be solutions- and detail-oriented and quickly turnaround high-quality work without sacrificing speed or accuracy
- Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines
- Proactive self-starter with a strong sense of ownership, accountability, and work ethic
- A track record of success and a demonstrated ability to exercise good judgement and discretion
- Familiarity with wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments
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WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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, 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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)