Morgan Stanley

Vice President - Platforms COO Team (Wealth Management)

Posted On

Nov. 8, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Jan. 29, 2025

Job Description

Platforms COO Team - Vice President - WM Platforms

Profile Description

We’re seeking someone to join our team as Vice President in Wealth Management Platforms, will be responsible for building out, leading and managing the function, ensuring effective risk management practices, regulatory compliance, and adherence to internal policies and procedures

Wealth Management Platforms

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Company Profile

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses for those who show passion and grit in their work.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you’ll do in the role:

• Assist with the set-up, expansion, and management of the function, including recruiting, training, and onboarding of new staff.
• Work closely with the head of India Platforms to:
- Maintain appropriate staffing levels (recruiting, hiring, reassigning at peak times, etc.).
- Morgan Stanley Wealth Management Job Description Platforms COO Team, VP, Platforms India
- Develop and maintain policies, procedures, and guidelines governing the India Platforms and its operations in alignment with regulatory requirements and industry standards.
- Schedule and manage senior management visits including key stakeholder introductions, meetings and programming
- Ensure staff receive appropriate training & development, assist in developing training plans & provide coaching where necessary
• Create Senior Leadership presentations, ability to effectively communicate and present to stakeholders will also be critical to success of the team
• Define and create metrics for operations efficiencies. The role requires an individual with strong analytical skills, comfort working with large datasets, tools to create metrics, cadent, visualize data and the ability to effectively communicate for project planning.
• Develop and monitor KPI/ OKR, providing actionable insights to drive performance improvements and data-informed decision making.
• Identify and develop areas for improvement including system enhancement, process controls to improve the throughput, quality of work, supervisory reviews.
• Promote a culture of inclusivity, high performance and continuous improvement.
• Develop governance/reporting framework for providing status updates to WMP onshore leadership
• Work closely with Organizational effectiveness team to create engagement strategy for Platforms India Mumbai employees

What you’ll bring to the role:

• Bachelor’s degree required. Master’s degree will be a plus.
• A minimum of 10 years of experience in Wealth Management operations or related roles in the financial services industry.
• COO team experience required
• Strong analytical & critical reasoning skills, an ability to effectively summarize datasets. Prior experience with visualization skills (like Tableau) is required.
• Expertise with Microsoft suite of products Excel, PowerPoint
• Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
• Ability to work collaboratively across teams and senior stakeholders.
• 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

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 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. Our 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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.

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