IIS Market Solutions, VP

Institutional Infrastructure Solutions: Institutional Market Solutions Team (Vice President)

Institutional Infrastructure Solutions (IIS) is a group within Wealth Management that delivers a world-class service model to Morgan Stanley’s institutional and family office clients. The team partners closely with the Firm’s institutional business lines including OCIO, Morgan Stanley Family Office, Corporate Retirement, Fiduciary Consulting Group and Graystone. The team owns end-to-end client service execution across core processes including Client Onboarding and Maintenance, Money Movement, Investment Implementation, Portfolio Aggregation/Reporting and Billing.

The candidate will help to further scale a premier shared client service model and assist with the day-to-day operations of the broader IIS service team. We are seeking a candidate with a strategic mindset, proven experience in a strategy and/or business management and a solid understanding of the wealth management business.

Primary Responsibilities Include:

• Manage and drive strategic projects from end-to-end to support and enhance the institutional client service model within Wealth Management
• Define complex business problems, synthesize data and provide and execute on tactical and strategic solutions
• Lead meetings with various stakeholder groups including control partners to socialize concepts, set expectations, communicate updates and gain consensus
• Proactively identify opportunities for further process improvement to drive consistency and scalability
• Create and deliver persuasive and data-driven thinking and presentations to senior management to allow for informed strategic decision-making
• Gain comprehensive understanding of the full institutional client service model and ecosystem

Qualifications:

• 5+ years of experience in financial services and wealth management
• Undergraduate degree required
• Strategy and/or business management experience a plus
• Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines
• Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management
• Self-starter with a strong sense of ownership, accountability and work ethic
• Strong project management, organizational, communication and analytical skills
• Ability to lead and influence cross-functional teams to meet delivery timelines

WHAT 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).