Third Party Managed Solutions Specialist, AVP

3+ months ago Flexible / Remote

This job is no longer available.

Support and manage onboarding processes for new Investment Advisors and users, inclusive of product setup, entitlement provisioning, data feeds, etc. Diligently steward product attribute and performance data, within applications Conduct oversight reviews to maintain data quality within our proprietary applications and support the overall integrity of the business Act as a liaison between Financial Advisors and external Investment Advisors, to facilitate accurate and timely exchange of information Investigate and resolve issues by conducting research, root cause and/or trend analysis Collaborate with teams across the platform on strategic initiatives, as needed Bachelor's Degree 3+ years of relevant work experience in a business analyst, operations or financial services support role Enthusiastic team player, self-motivated, with an ability to prioritize/meet deadlines in a fast-paced environment Excellent communication skills, with the ability to manage stakeholder expectations Strong analytical and problem solving abilities Time management and organizational skills, with project management experience, preferred Organized, with focus on accuracy and attention to detail High level of proficiency with Excel, PowerPoint, and Word 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. 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.

Want more jobs like this?

Get Project Management jobs in Flexible / Remote delivered to your inbox every week.

Job alert subscription
Client-provided location(s): Flexible / Remote
Job ID: Morgan-549784793844
Employment Type: OTHER
Posted: 2025-06-21T03:36:59

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)