Wealth Management Private Banking Operations - Deposits Change the Bank Associate Wealth Management Private Banking Operations -  …

Morgan Stanley
in Baltimore, MD, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in Baltimore, MD, United States
Permanent, Full time
Be the first to apply
Wealth Management Private Banking Operations - Deposits Change the Bank Associate
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

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.

Department Profile
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.

Background on the Team
Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments: Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes more than 15,000 Financial Advisors (FAs) with total client assets of over $2 trillion. WM 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. MS is expanding its deposit and lending services to serve the retail banking, private banking and commercial banking needs of WM clients. Private Banking Operations (PBO) is an organization that supports this effort. PBO is seeking a high quality Associate to be a part of our change management team that supports the private banking operations organization.

The Private Bank Operations (PBO) Change the Bank team manages cross-divisional, cross-product, and firm-wide initiatives on behalf of Private Banking Operations and the Private Banking Group within Wealth Management. The role requires the candidate to contribute to all phases of the project lifecycle (Analyze, Design, Build, Test and Implementation).

Primary Responsibilities
The candidate will be responsible for the following:
-Participate in project scope and timeline definition, stakeholder management, and creation of communication plan
-Document and participate in status call with project stakeholders
-Capture and manage project risks and issues - ensure effective escalation and closure
-Document requirements and review with key stakeholders as necessary
-Work with cross-functional teams to ensure they are engaged for upcoming projects
-Participate in test planning efforts
-Coordinate project go-live activities with product, technology and operations including - preparation of kick-off document, run-book, ensure appropriate approvals are in place to support deployment


Skills Required
-The successful candidate will be a self-starter, eager to learn, and able to manage conflicting priorities
-Strong quantitative and qualitative analytical skills and a creative and flexible approach to problem solving
-Strong sense of ownership and accountability for work
-Self-motivated and autonomous
-Keen attention to detail
-Strong communication skills
-Capable of setting direction and motivating team members outside the direct reporting line
-Strong time management skills ; Performs the majority of day-to-day activities with minimal guidance and supervision
-Fluency with all MS Office tools, including Power Point, Excel, Project, and Visio
-Bachelor's Degree

Skills Desired
-Previous exposure to project work will be beneficial but not required
-Business analysis and/or project management experience
-Possess capability to write business and functional requirements, mapping process flows, creating test plans and performing testing in various environments

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