Retirement Product Operations, VP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

Institutional Consulting Solutions (ICS) is part of the Client Segments division within Morgan Stanley Wealth Management. The Institutional Consulting Solutions business drives the product management, sale and service of Advisor-led workplace offerings for corporate clients, non-profits, endowments, foundations and governments entities across market segments. Products include Retirement and Corporate Cash Management sold by both core Advisors as well as specialized channels such as Graystone Consulting or our Morgan Stanley Institutional Investment Advisors. Our products and services are designed to reduce financial stress and empower all companies and organizations and their constituents to plan, prepare for, and reach their financial goals through digital and human engagement.

• Maintenance of the DC corporate retirement product suite across market segments
• Assessment of control effectiveness and driving necessary enhancements in partnership with Business Control Unit (BCU) risk teams
• Project management of ICS initiatives as they relate to retirement products including product or service model transitions
• Responding to feedback from the Field after review of suggestions and objective assessment of feasibility and need
• Manage product exception review and approvals
• Update of corporate retirement account documentation and regulatory letters and oversight of any relevant communications in partnership with the ICS communications team
• Review and update of corporate retirement training materials as well as training modules for the Corporate Retirement product to ensure the training programs remain current with product updates and regulatory changes
• Oversight of creation and maintenance of policy and procedures across the Corporate Retirement product suite
• Partner with Legal, Risk and Compliance to design and implement operational control enhancements

• 8-12 years of relevant financial services industry, project management, retirement product management or related experience.
• Candidate is driven to learn and grow, not afraid to ask questions and raise their hand, and shows general interest in internal growth.
• Clear and confident communicator who can tailor messages/synthesize information according to the audience.
• Experience with MS Office Suite in order to effectively communicate strategy updates via PowerPoint, and review relevant reporting on Excel as needed.
• Strong sense of ownership and accountability
• Strong project management, organization, planning skills, very detailed-oriented, able to balance competing priorities
• Competent writer, comfortable creating detailed emails, reports or process documents for leadership review
• Ability to manage ambiguity and competing priorities
• Positive contributor to our team's culture, with a focus on empathy, giving back and teamwork.