WM Field Experience & Platforms Lead

Job title:

WM Field Experience & Platforms Lead

Company

Morgan Stanley

Job description

The Morgan Stanley Wealth Management Platforms Team manages the prioritization and implementation of the Wealth Management Division’s investments in technology tools and solutions for Financial Advisors and branch support staff. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives.We are seeking an experienced Vice President to support our Wealth Management Field Experience & Platforms (WMFEP) team in Budapest, Hungary. This individual will be responsible for supporting the building out, leading and managing the function, ensuring effective risk management practices, regulatory compliance, and adherence to internal policies and procedures.Key responsibilities will include but will not be limited to the following:

• Support the set-up, expansion, and management of the function, including recruiting, training, and onboarding of new staff.
• Ensures quality service within SLAs to internal clients (i.e., Department Heads).
• Liaise with department heads across WM Investment Platforms to ensure effective team performance and gather any feedback and areas of development across the team.
• Maintains appropriate staffing levels (recruiting, hiring, reassigning at peak times, etc.).
• Keep abreast of regulatory changes and adapt strategies accordingly.
• Assist with developing and maintaining policies, procedures, and guidelines governing the function and its operations in alignment with regulatory requirements and industry standards.
• Identify and develop areas for improvement including system enhancement, process controls to improve the throughput, quality of work, supervisory reviews.
• Ensure staff receive appropriate training & development, assist in developing training plans & provide coaching where necessary.
• Promote a culture of high performance and continuous improvement.
• Utilize governance/reporting framework for providing status updates to WMP onshore leadership.
• Support project management and execution of strategic projects across WMFEP including but not limited client relationship management and engagement initiatives.
• Manage program delivery ensuring clear communication regarding priorities, progress, schedule and assessment of risks and issues
• Work in partnership with stakeholders across businesses, technology, and designers to execute on strategic project deliverables

Requirements:

• Bachelor’s degree required, Master’s degree will be a plus.
• 7+ years of experience in Wealth Management operations or related roles dealing with product platforms, large scale solutions, or being part of a large scale transformation project.
• Experience in setting up/managing/leading high performing teams.
• Strong analytical & critical reasoning skills.
• Ability to work with global and cross-functional teams.
• Strong leadership skills with the ability to drive change and foster a culture of accountability and excellence.
• Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
• Ability to work collaboratively across teams and senior stakeholders.
• Relevant certifications are desirable.
• Agile work experience a plus.

About us:Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services.At Morgan Stanley Budapest, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modelling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city center.Morgan Stanley Budapest is an integral part of the Firm’s global business functions including Technology, Finance, Risk, Institutional Securities and Wealth Management. Morgan Stanley has been rooted in the Budapest community since 2006 and is considered a leading employer among the area’s highly skilled talent. Our innovative team delivers deep technical and mathematical expertise to support the Firm’s capabilities in quantitative analysis, data analysis, and risk management.Build a career with impact. Visit or for more information.Reference: #LI-EK1 #BPPMWHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.We’re committed to bringing passion and customer focus to the business.Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Expected salary

Location

Budapest

Job date

Wed, 19 Feb 2025 00:46:02 GMT

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