Operations Enablement Associate

Morgan Stanley•Purchase, NY

9d•$58,000 - $115,000

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. Morgan Stanley’s National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top-tier financial advisors to the firm. Job Description Operations Enablement Associate role to support multiple operational pillars within Wealth Management’s National Advisor Recruiting team. The primary responsibilities will be to serve as a central coordination point across platform management, internal website maintenance, external partnerships and event coordination. The ideal candidate is a proactive problem solver with strong technology aptitude, leans into learning new systems and the ability to collaborate effectively with internal partners, external vendors and field stakeholders. This is a role that requires attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Requirements

Minimum 5 years in operations support role in Wealth Management or related industry
Bachelor’s degree required
Experience updating website content, with basic understanding of HTML or web formatting preferred
Working knowledge of CRM systems like Salesforce, with experience building reports and dashboards preferred
Experience coordinating events or supporting multi-phased projects
Experience working with vendor management systems like SAP or ARIBA
Proficiency using Microsoft 365 applications including PowerPoint, Excel, SharePoint, Forms and Co-Pilot
Strong organizational, project management and analytical skills
Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail
Strong written and verbal communication skills with the ability to simplify complex information, draft clear process documentation and additional support materials
Demonstrated ability in learning new technology and problem solving
Team orientated with ability to build strong relationships across internal teams and external partners

Responsibilities

Platform Management Serve as primary team liaison with external platform partners and internal CRM application team
Manage new user onboarding, access management, training and issue resolution for internal stakeholders
Monitor usability metrics and user experience
Maintain the team’s internal website and manage content publication
Collaborate with Marketing, Communications and Compliance to create, approve and promote the release of new or refreshed content
Work in close partnership with Procurement to coordinate contract-related deliverables including contract initiation, onboarding and invoice payments
Manage lead submission intake, pipeline tracking and conflict resolution processes
Support coordination of webinars and off-site meetings
Provide event planning support for Morgan Stanley Advisor VIP meetings
Work with stakeholders to build agenda, coordinate speakers and secure event space to ensure a best-in-class experience for visiting advisors