Client Engagement and Operations Vice President
About The Position
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and manages cyber, fraud, and data-related risks. WM CDO seeks a Vice President to support a global team with achieving its risk objectives and demonstrating its value add to Morgan Stanley. This individual will manage a team that is responsible for engagement with clients and financial advisors on cybersecurity and fraud-related matters. They will also support WM’s Chief Data Officer with a wide variety of administrative and operational tasks. These tasks include managing the annual budgeting cycle, supporting resourcing/hiring needs, overseeing space management, and leading talent development, mentorship programs, and other special projects benefitting WM CDO.
Requirements
- Bachelor’s degree
- 7-12 years of relevant experience
- Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization
- A strong customer service orientation
- Prior management experience
- Exceptional critical thinking, problem-solving, and research skills
- Ability to independently execute on multiple, simultaneous workstreams and exhibit strong attention to detail
- Expertise in office productivity software, data analysis, and collaboration tools
Nice To Haves
- Prior business development or client engagement responsibilities
- Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology
Responsibilities
- Overseeing a team that coordinates engagements between WM CDO Subject Matter Experts with High Net Worth clients/prospects and financial advisors to support business development activities or assist with incident response
- Managing administrative staff who support WM CDO Managing Directors with scheduling, travel, and expense management
- Managing WM CDO’s overall non-comp budget (e.g., consulting, travel, training, etc.)
- Supporting hiring managers in their recruitment activities and providing leadership with transparency and insight into the hiring pipeline and key personnel data points
- Ensuring new hires understand the WM CDO mission/vision and the role they will play in advancing it
- Facilitating touchpoints, communications, and other initiatives that ensure WM CDO team members are driving toward shared objectives (e.g., Monthly All Hands Series, Quarterly New Joiners Series, Bi-Monthly Newsletter, annual goal setting, etc.)
- Working with SMEs and content producers to maintain and disseminate educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk
- Maintaining team-related documentation, such as organizational charts, onboarding curriculum, job descriptions, etc.
- Driving WM CDO’s mentorship program to help team members grow their network within CDO and achieve their career goals
Benefits
- Comprehensive employee benefits and perks
- Opportunity to move about the business
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What This Job Offers
Job Type
Full-time
Career Level
Manager
