Employment Type : Full-Time
Data Operations Team Lead / Specialist Job Number: 3186332 DESCRIPTION QUALIFICATIONS
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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
The Wealth Management Data Operations team focuses on key data initiatives to support Morgan Stanley's platform move from account centric to a party centric view. Our goal is to enhance Client, Field and Branch experience while reducing risk exposure and time to market, and maintaining Morgan Stanley's elevated brand standard in financial services.
The Wealth Management Data Operations team is looking for a Team Lead who will help drive the implementation of various data quality initiatives and support the team in day to day running of the business. The director will be primarily responsible for driving complex business initiatives and overseeing projects from the requirements gathering phase to implementation and production support. However since the team operates in a dynamic environment, a successful candidate will possess a well-rounded set of skills and be capable of filling a number of different roles within the team. Some of the director?s other responsibilities will include requirements gathering and analysis through implementation, producing metrics and reports for senior management, performing deep dive data analysis, project management, writing procedure documents and a number of other ad hoc tasks.
Primary Responsibilities
4-7 years of experience working for a major financial institution, preferably wealth management or consulting agency.