Morgan Stanley Wealth Management Introduction Morgan Stanley (\"MS\") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Job Description Role and Responsibilities The mandate of the Investment Platforms organization is to drive technology strategy to deliver superior investment capabilities to our advisors and clients, with central focus on delivery of goals based advice across all of our clients' wealth. The team partners closely with business and technology groups to lead end to end execution of platform enhancements, from initial idea generation through implementation and roll-out. Focus areas include GPS, advisory platforms and WealthDesk, the Portfolio Risk Platform powered by BlackRock Aladdin, Investment Solutions platforms, and 3D. The Strategy Lead for Wealth Management Investment Platforms will partner closely with the Investment Platforms Management team and key stake holders to develop and oversee the multi-year strategic vision across all investment Platforms. The ideal candidate will have a proven track record of effective management of both internal and external resources, including contract engagements. A firm understanding of the Wealth Management business is critical to the success of this role Key accountabilities for this role include the following: - Drive development and implementation of WM Investment Platform's multi-year strategic vision - Work collaboratively with stakeholders across the business to understand broader list of strategic initiatives underway / planned and help shape and prioritize Investment Platform strategy to ensure alignment - Define and evolve the vision, goals and objectives of the organization - Coordinate and drive cross-functional efforts to ensure strategic alignment of new capabilities and enhancements - Partnership with platform leads to develop view of and manage FTE vs. contingent resourcing strategy - Manage financials and headcount of overall team, including budgeting process and ongoing expense management - Drive special projects and strategic initiatives
Qualifications and Education Requirements - 6+ years of relevant experience including significant experience in Wealth Management - Bachelor degree in Business or related field preferred - Demonstrated Team Management and experience working with all levels of Senior Management - Must possess Financial Services industry experience, knowledge of industry trends, competitive advantages, and brokerage product offerings - Strong strategic planning, finance, conceptual design, collaborative, and organizational skills Preferred Skills - Ability to communicate effectively with all levels of management within the organization - Proficient with MS Excel and PowerPoint - Strong process management skills; dedication to detail and deadlines - Motivation for continuous improvement and ability to lead and motivate others - Resilience under pressure and flexibility Strategy Lead - WM Investment Platforms Associated topics: broker, broker dealer, commodities, derivatives, dow jones, equity, ira, securities broker, sell, s p
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.