Morgan Stanley

Automation Project Manager Client Onboarding & Due Diligence, Vice President, Client Services & Relationship Mgmt WM

Posted On

Dec. 19, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Jan. 29, 2025

Job Description

We're seeking someone to join our team as a Vice President , Client Onboarding & Due Diligence (COBDD) Automation in Wealth Management Operations team to provide support across the COBDD organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Advanced Specialist position at Vice President level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

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.

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:

The COBDD Automation VP is a part of Wealth Management Operations and is responsible for project management of the Onboarding, due diligences, and reporting enhancements in Operation. This includes managing programs and processes related to the end-to-end workflow of operational functions including but not limited to:

Manage multiple workstreams concurrently with consideration for prioritization, complexity, influence, and levels of involvement required to advance initiatives.
Overseeing and managing the program level strategy to ensure enhancements / requirements align with the overall vision.
Creating and reviewing project plans created by staff ensuring they align to the enhancement vision, scope, and timelines.
Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported.
Oversee test plan creation, execution, and communication of project related risks or concerns with leadership.
Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation.
Effectively communicating changes to the production support teams and aligning with training support teams.
Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.
Facilitate meetings with project teams and stakeholders to drive progress.
Manage complex processes and/or support significant process management/project efforts.
Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions.
Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution.
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations

What you'll bring to the role

Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Ability to address non-standard issues within area of expertise
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
Strong time management skills and ability to set own schedule without falling behind on tasks
Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively.
Ability to take initiative and thrive in a collaborative, team environment.
Ability to handle highly confidential information with appropriate discretion.
Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables.
At least 6 years' relevant experience would generally be expected to find the skills required for this role

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.

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 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.

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

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