Client Engagement and Operations Vice President

Morgan Stanley•New York, NY

4d•$110,000 - $190,000

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