WMF Strategy & Initiatives Director

Morgan Stanley•New York, NY

9d•$100,000 - $135,000

About The Position

- Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment - Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them - Act as a role model and culture carrier; Embody and set an example of the Firm's values and holds yourself and others accountable to Firm standards - Collaborate with Wealth Management Finance, Technology, and Business partners to assist in managing and executing large-scale, enterprise-wide strategic initiatives. - Understand new business initiatives and consult with appropriate Finance teams to define strategic approaches, and define deliverables. - Drive continuous improvement of existing Wealth Management Finance systems, data and infrastructure. - Work cross-functionally, partnering with stakeholders while ensuring accountability for deliverables. - Ensure comprehensive documentation of project requirements, design, testing, and implementation processes. - Track and follow up on all project-related issues to ensure timely resolution and ability to anticipate and escalate risks. - Create and deliver presentations to senior management detailing project status, resource allocations, and resource needs. - Leveraging agile methodologies for effective project execution. - Build and maintain strong partnerships across Finance, IT, and other business and product areas to support successful outcomes. - Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function. 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. Expected base pay rates for the role will be between $100,000 and $135,000 per year at the commencement of employment. 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

Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
B.A./B.S. in relevant field
A high aptitude for numbers and a quick grasp of new applications and technology
Must be willing to learn, grow and remain agile
Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
A desire to work in a team-based environment and contribute as a team player
Extremely proficient with both MS Office

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
Act as a role model and culture carrier; Embody and set an example of the Firm's values and holds yourself and others accountable to Firm standards
Collaborate with Wealth Management Finance, Technology, and Business partners to assist in managing and executing large-scale, enterprise-wide strategic initiatives.
Understand new business initiatives and consult with appropriate Finance teams to define strategic approaches, and define deliverables.
Drive continuous improvement of existing Wealth Management Finance systems, data and infrastructure.
Work cross-functionally, partnering with stakeholders while ensuring accountability for deliverables.
Ensure comprehensive documentation of project requirements, design, testing, and implementation processes.
Track and follow up on all project-related issues to ensure timely resolution and ability to anticipate and escalate risks.
Create and deliver presentations to senior management detailing project status, resource allocations, and resource needs.
Leveraging agile methodologies for effective project execution.
Build and maintain strong partnerships across Finance, IT, and other business and product areas to support successful outcomes.
Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function.