AVP-CAO/COO Client Onboarding

We’re seeking someone to join our team as a Client Onboarding, Due Diligence, Innovation & Strategy (CODIS) Chief Administration Office Director in Wealth Management Operations to provide support across the CODIS organization and support the leadership team to ensure operational readiness and effectiveness, coordinate and implement business strategy.  The CAO is also accountable for vendor relationships and financial planning for vendor management, headcount management, as well as central reporting & governance of CODIS strategic programs.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Advanced Specialist position at Director level within Operations Business Management, which is responsible for performing business management functions. We do this by managing strategic support, headcount, financials, people processes, and executive communications.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you’ll do in the role:

• Manage complex processes and/or support significant process management/project efforts

• Lead in process improvement and project management across multiple teams

• Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution

• Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations

• Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals)

• Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact CODIS financials and organization.

• Execute group's vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion

• Manage & implement group's location strategy commitments

• Partner with recruiting & hiring managers to manage open requisitions & offer approvals

• Maintain transparency on the state of the organization through metrics, project plans, and status reports

• Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives.

• Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.

• Support recurring and ad hoc reporting & requests

What you’ll bring to the role:

• Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures

• Ability to think commercially, understand the impact of initiatives, risks on the operational budget

• Ability to address non-standard issues within area of expertise

• Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you

• At least 6 years’ relevant experience would generally be expected to find the skills required for this role

• Strong process management and analytical skills

• Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management

• Ability to take initiative and thrive in a collaborative, team environment.