Morgan Stanley

Director -Automation & workflow solution - Oversight Specialist - Team Lead - Wealth Management

Posted On

April 7, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.

The Wealth Management Automation & Workflow Solutions (A&W) team is responsible for driving business transformation across Wealth Management and beyond, with a focus on automation, process optimization, innovation, and centralization opportunities. The team leads various strategic initiatives that involve developing workflow solutions to address complex problems while driving business enablement and efficiency.

We are seeking a highly motivated professional to join this dynamic team. The candidate will be responsible for ensuring the quality, performance, and reliability of various automation & Generative Artificial Intelligence (GenAI) use cases applicable to Wealth Management through rigorous testing, monitoring, and performance analysis. This role involves collaborating with Wealth Management Product and Technology teams to identify and resolve issues, optimize automation outputs, and maintain high quality of use case results.

Primary Responsibilities:

> GenAI Use Case Testing: Develop and execute test plans to evaluate the performance and accuracy of GenAI use cases, ensuring that they meet quality standards and user expectations.
> Monitoring and Maintenance: Continuously monitor business processes that leverage automation & GenAI to detect errors, biases, or performance degradation.

> Performance Tracking & Analysis: Document any issues or defects in the AI model outputs and identify key themes and trends with user engagement and adoption, providing clear and actionable feedback that can inform future enhancements
> Reporting & Documentation: Produce clear and comprehensive documentation of testing procedures, results, and any identified issues or improvements. Maintain comprehensive logs of automation metrics.
> Perform real-time quality checks on live GenAI use cases Qualifications & Skills:
> At least 7 years of relevant experience in quality engineering/testing or other careers where a similar skill set is developed and demonstrated.
> Experienced team leader with proven ability to manage, mentor, and develop people
> Bachelor's Degree required.
> Ability to demonstrate strong leadership and project management skills.
> Excellent written and verbal communication skills.
> Strong sense of ownership, accountability, and entrepreneurial spirit.
> Strong communication, attention to detail and analytical skills.
> Experience with Agile or application development methodology for technology projects is a plus.
> Experience with data analysis & reporting
> Knowledge in using both PowerPoint & Excel.
> Ability to effectively manage ambiguity and apply problem solving skills.
> Able to prioritize and manage multiple concurrent initiatives.
> Ability to simplify and communicate complex subject matter.
> Ability to work in a fast-paced environment, managing expectations and deadlines across various projects.

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.

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 talents.

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