Wealth Management - Operations Reporting & Project Manager_Director_ Client Services & Relationship Mgmt WM

We're seeking someone to join our team as a Director in WM Operations to perform and manage data analysis and automation opportunities, metrics reporting, and risk oversight for self-directed Client Onboarding.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

• Develop and maintain operational metrics, prepare risk and performance reports for senior management, and act as project manager to coordinate process enhancements and defect resolution with Technology and other stakeholders.
• Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes.
• Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues.
• Coordinate work, train and develop other team members where required, including task allocation, and project contribution.
• Drive efficiency initiatives aimed at system enhancements, enabling straight-through processing, and implementing automation through tactical and strategic tools such as AI, UI Path, and Alteryx.
• Design and deliver metrics for productivity reporting, risk-related dashboards, and QA/QC analysis.
• Manage new and existing system enhancements and defect fixes in collaboration with Technology, GFC, and other stakeholders.

• Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels.
• Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team.
• Strong understanding of operational processes, compliance policies, and risk frameworks within the functional area.
• Ability to operate independently across the majority of day-to-day responsibilities.
• Culture carrier across Operations, embracing the Firm's core values and acting as a role model.
• Proven experience in data analytics and modelling, with a track record of leveraging tools such as Alteryx, Power BI, and AI-driven solutions for automation and insights.
• Overall experience of 8-10 years with 5-6 years of relevant exp in operations, data analytics, or project management, demonstrating the ability to deliver results in a dynamic environment.