AVP- CAO/COO Client Onboarding, Due Diligence, Innovation & Strategy

Morgan Stanley•New York, NY

About The Position

Manage complex processes and/or support significant process management/project efforts Lead in process improvement and project management across multiple teams Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals) Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact CODIS financials and organization. Execute group's vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion Manage & implement group's location strategy commitments Partner with recruiting & hiring managers to manage open requisitions & offer approvals Maintain transparency on the state of the organization through metrics, project plans, and status reports Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives. Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment. Support recurring and ad hoc reporting & requests Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures Ability to think commercially, understand the impact of initiatives, risks on the operational budget Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you We do it in a way that's differentiated - and we've done that for 90 years. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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.

Requirements

At least 6 years' relevant experience would generally be expected to find the skills required for this role
Strong process management and analytical skills
Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management
Ability to take initiative and thrive in a collaborative, team environment.

Responsibilities

Manage complex processes and/or support significant process management/project efforts
Lead in process improvement and project management across multiple teams
Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution
Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals)
Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact CODIS financials and organization.
Execute group's vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion
Manage & implement group's location strategy commitments
Partner with recruiting & hiring managers to manage open requisitions & offer approvals
Maintain transparency on the state of the organization through metrics, project plans, and status reports
Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives.
Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.
Support recurring and ad hoc reporting & requests
Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you