Tax and Client Reporting Operations - Change The Bank Program Manager - Vice President

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 16 Oct 18

Tax and Client Reporting Operations - Change The Bank Program Manager - Vice President

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
Global Wealth Management provides services that 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. Operations is one of the largest divisions in the firm and has diverse responsibilities, in particular a continuous focus on seeking ways to improve processes and controls that span front, middle, and back office, while actively supporting the development of new businesses, structures and markets.

Tax and Client Reporting Operations (TRCO) provides Operational support on all client reporting related Morgan Stanley Wealth Management functions. As part of their support model, TCRO has a dedicated Change the Bank team which is responsible for management of large scale programs and initiatives across Performance Reporting, Client Confirms / Statements / Letters, Cost Basis and Tax Reporting. The team collaborates with stakeholders in Operations, IT and the Business to analyze, define and deliver changes to technology and Operational systems/processes.

Primary Responsibilities
-Define and execute change agenda by partnering with senior stakeholders (eg: Business, Technology and Operations) to understand and prioritize initiatives
-Partner with management team and technology counterparts to define strategy
-Coordinate engagement of Operations, Technology and Business partner resources and subject matter experts across multiple projects & geographic regions
-Lead and direct project activities, meetings, understand dependencies, and manage timelines
-Manage issues and decisions to timely resolution. Communicate with senior management teams to escalate/resolve project conflicts & needs
-Resource management, planning and budgeting required
-Able to execute in fast, paced regulatory environment and to pivot between priorities

Qualifications:

Skills required (essential)
-10 - 15 years of experience in program/ project management, process engineering or strategy within a financial services or operations environment.
-Leadership skills: The candidate must have experience leading multiple projects and teams
-Problem solving skills: The candidate must have the ability to identify complex risks early and develop actionable mitigation plans.
-Analytical skills: The candidate must be highly analytical and utilize data to provide both tactical and strategic proposals
-Communications skills: The candidate must be able to concisely explain complex issues. The candidate must also possess strong written and oral communication skills
-Personnel Management: The candidate must have lead and managed staff and assist in providing feedback and career management