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, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Position Description The Advisory Billing Modernization initiative is focused on transforming Morgan Stanley's fee billing platforms. Our team builds both tactical and strategic solutions to strengthen our advisory fee billing processes - the core mechanism by which the firm creates revenue. Reporting to the Head of Advisory Billing Modernization, the Workstream Lead will run a cross-functional team driving change in functional areas including Alternative Investments, Institutional, Traditional Investment Products, Eligibility, and automating manual processes. The Workstream Lead will play an integral role in advancing business/platform initiatives through collaboration across Products, Programs, Operations, Technology, Legal, Risk, Compliance, as well as with external partners. Responsibilities - Create workstream strategies and partner across organizational teams to drive execution - Identify innovate solutions to solving business critical issues - Build key business requirements consistent with Advisory Billing Modernization objectives - Partner with Product, Platform, Technology, and Operations to develop and implement enhancements to billing platforms and processes - Actively engage with business partners (legal, compliance, risk) to strengthen the platform through the development opportunities and enhanced controls - Develop communication strategy for messaging significant change to the field
Skills Required - 7-10 years' experience in financial services related field - Inquisitive, creative thinker who is motivated to learn and driven to achieve exceptional results - Ability to multi-task in a fast-paced, changing environment - Strong work ethic and interest in improving business, technical, and operational processes - Ability to make connections across multiple data sources - Strong analytic and project management experience - Bachelor's degree required - Proficiency in PowerPoint, Excel, and Sharepoint
Internal Number: 5465165
About Morgan Stanley USA
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