Description 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. Department Profile The Wealth Management Investment Platforms team is responsible for supporting the creation, on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. The FA Platforms team manages digital products used by over 16,000 Financial Advisors across the firm. Primary Responsibilities This position is for a senior platform executive with a minimum of ten years of experience in Wealth Management responsible for the strategy, requirement process, delivery, and support of large scale financial advisor platforms. The candidate will manage a team comprised of both full time employees and contracted workers. The candidate must possess strong background in strategy, budgeting, business and systems requirements, control processes, project execution (including user acceptance), and be fluent in all phases of the development lifecycle. This position will work within Wealth Management and partner with all lines of business, initiative owners, operations, and technology to define cross organizational opportunities to improve the experience and efficiency for Advisor facing platforms at Morgan Stanley, including the desktop, statements, performance reporting, and CRM. A critical part of the role will be driving consistent, simplified experience and design across the platforms through coordination of multiple initiatives with a focus on improving overall efficiency. The ideal candidate will demonstrate effective management of both internal and external resources, including contract engagements. A firm understanding of the Wealth Management business is critical to the success of this role. Key accountabilities for this role include the following: - Define and drive the delivery of the Salesforce CRM experience for Morgan Stanley Finanacials advisors and field staff - Align and integrate CRM to other strategic initiatives that span multiple lines of business (including Stock Plan, Sales Desks, MSVA, Operations, NAO, and workflow redesign) - Ensure field and operational readiness related to initiative delivery - Accountable for platform rollout and adoption (and associated metrics) - Covert 3rd party CRM users to the Salesforce CRM platform - Development of standardized process for engagement in the legal, risk, compliance, and supervision processes. Acting as the liaison to those organizations - Development of a cohesive future state vision for new capabilities in the CRM space - Direct engagement with the field and various councils to facilitate discussion around the platforms, user needs, upcoming deliverables, and future priorities
Required Skills Tenured professional with significant experience in Wealth Management and project implementation - Degree in Business or related field preferred - Demonstrated Team Management and experience working with all levels of Senior Management - Must possess Financial Services industry experience, knowledge of industry trends, competitive advantages, and brokerage product offerings - Knowledge of software and web development process - Strong strategic planning, finance, conceptual design, collaborative, and organizational skills Ability to communicate effectively with all levels of management within the organization. - Strong Coach/Player skills in leading a team of professionals - Strong process management skills; dedication to detail and deadlines - Motivation for continuous improvement and ability to lead and motivate others - Resilience under pressure and flexibility
Internal Number: 5681428
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