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 Engagement and Adoption Lead for Wealth Management Investment Platforms will work with the Platforms Management team and key stake holders to oversee the change management efforts across all Investment Platforms. Partnership across the organization will include groups inclusive of, but not limited to, National Sales, Training, Communications, Marketing, Service, Data & Analytics and Councils. The ideal candidate will demonstrate 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: - Governance of E&A across multiple platforms including Strategy, Feedback, Metrics and Field Support models - Coordinate and drive cross-functional efforts to ensure successful launches of new capabilities and enhancements, including effective training materials and metrics of success - Assist in driving consistent, efficient, and integrated experiences for field users while promoting the adoption of key capabilities - Ensure field and operational readiness related to initiative delivery - Development of standardized processes related to E&A - Direct engagement with the field and various councils to facilitate discussion around the platforms, user needs, upcoming deliverables, and future priorities
Qualifications and Education Requirements - 6+ years of relevant experience including significant experience in Wealth Management and project implementation - 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 - Strong Coach/Player skills in leading a team of professionals - 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
Internal Number: 5612415
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