Business Manager - Vice President

Morgan Stanley•Purchase, NY

About The Position

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. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. It manages digital products used by over 16,000 Financial Advisors across the firm. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. The Chief Operating Office (COO) Business Management Team is responsible for all aspects of the non-technology budget, managing financials and corresponding reporting across the Platforms organization. Business Management serves as the primary liaison between our core businesses and the vendors that support them. This includes the oversight of Platform's contingent workers as well as the management and enforcement of the Wealth Management expense policy.

Requirements

Business Analyst or Project Management experience in financial services
Basic understanding of accounting concepts (P&L, margin, forecasting, etc.)
Strong program management and ability to work across complex, matrixed organizations
Excellent organizational skills with attention to detail
Ability to interact effectively and collaborate with stakeholders across platforms - strong EQ is a must
Effective, creative and flexible problem solver
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
Independent self-starter who can manage day-to-day deliverables and prioritization with limited oversight
Proficient with the Microsoft Office Suite, including Excel, Outlook, Teams and PowerPoint

Responsibilities

Manage the contingent workforce lifecycle in Fieldglass: Contingent management (onboarding/changes/offboarding), including timesheet, billing, and compliance support.
Own vendor relationships: cadence meetings, issue resolution, and support for extensions/conversions as needed.
Support sourcing and contracting workflows for professional services: Intake forms, contract bidding, vendor onboarding.
Maintain forecasts and provide financial oversight: P&L/ledger variance review (includes: accruals/T&E tracking, budget/Fieldglass reconciliation).
Prepare materials and recommendations for leadership expense reviews and new business proposals.
Process and approve invoices/requests using internal tools, providing policy guidance and escalation support where needed.
Provide prioritized support for time-sensitive initiatives and other ad hoc reporting/assessments.