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 grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
One of the largest divisions in the Firm, Operations is the first line of defence for Morgan Stanley's financial and reputational well-being and essential in delivering value to our clients. Operations is responsible for correctly settling and recording millions of transactions per day, identifying and mitigating operational risk, developing strong client relationships and partnering with technology to realize the full potential of IT and Automation. Operations has a world-class team of innovative and dedicated professionals, with a unique vantage point in the Firm interacting with all parts of the business, front to back. The Operations Senior Management team are passionate about our people development and providing best in class employee opportunities through an inclusive, forward-looking environment defined by open communication, collaboration, learning, and proactive career management.
Shared Service and Banking Operations (SSBO) delivers industry leading operational solutions by aligning the right functions, people, processes and tools into ten core disciplines offering tailored client service levels that are efficient, controlled and compliant with regulation. Our core disciplines include: Asset Servicing, Cash Management, Client Data Management, Global Banking Services, Loans Servicing, Network Management, Payments (Wireless and Disbursements), Reconciliations, Settlements and Tax Operations.
We are now recruiting for a Global Head of Client and Account Data Management within SSBO, within Client Data Operations. The role reports into the Global head of Data Operations with a mix of resources as full time and vendor. Key locations include Budapest, Mexico, Chennai, and Mumbai, with support also in Baltimore, Hong Kong, Tokyo, and London.
Responsibilities of the role include but are not limited to: Establish and lead data creation, validation and maintenance processes across client and account data, e.g., automated integrity checks and remediation team Lead the team to implement a data quality program, including performing party & account data quality reviews, sampling and analysis, and issues management Act as the Technology roadmap sponsor Define and lead vision for automation, data acquisition, ingestion, indexing, etc, including but not limited to Thompson Reuters (AVOX), Markit, Bloomberg, Lexis/Nexis, etc.); also for data lineage, profiling, glossary. Define and lead vision for party and account workflow and case management Define and lead vision for delivery instructions Partner on the development of a data governance framework for party and account data, inclusive of delivery instructions Establish clear roles and responsibilities, i.e., steward, owner, custodian, consumers Implement data governance metrics, to measure, monitor and demonstrate accountability to business Metrics/KPIs on quality, effectiveness, responsiveness, changes Act as the Party and Account Data Steward in partnership with the BU data owners, technology as the data custodian, and the overarching data council?s leadership Define, agree, and manage accessibility, stability, availability, consistency, security, auditability Define and maintain standards, policies, processes, organization Data definitions, taxonomy, model, change management, prioritization, sources, (re)certification, etc. Training and education, planning and prioritization, etc. Act as the Enterprise Party Profile (EPP) Data Steward, defining governance and standards for creating and maintaining single party profiles across ISG (A2) and Wealth (PADT) Participate in data management related Industry forums on behalf of Morgan Stanley, i.e., GLEIF Functionally lead the Data Processing Utility for Client and Account data Parties Create, validate and maintain A2 party data Corp action processing Cross LOB ID reconciliation Maintenance of EPP IDs Sales and legal hierarchy management AVOX, LEI, and other external data sources Accounts Create, maintain, close acct/SSI Active/inactive account status Systems recon, i.e., GCIA/A2 Set up customer entitlements & reports
This role reports into the Global head of Data Operations with a mix of resources as full time and vendor. Key locations include Budapest, Mexico, Chennai, and Mumbai, with support also in Baltimore, Hong Kong, Tokyo, and London.
Skills Required - Stakeholder management - Results focused - Proven track records in delivery - Reference data background and experience
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where everyone can maximise their full potential. Our skilled and creative workforce is comprised of people 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 people based on their skills and talents.
Internal Number: 4999042
About Morgan Stanley USA
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