Generative AI and Innovation Team Director (AVP)- Wealth Management Operations

Overview

On Site
USD 56,000.00 - 97,000.00 per year
Full Time

Skills

Innovation
Process Improvement
Relationship Management
Customer Relationship Management (CRM)
Customer Service
Customer Experience
Financial Services
Finance
Professional Development
Wealth Management
Project Management
Generative Artificial Intelligence (AI)
Feasibility Study
Project Lifecycle Management
Requirements Elicitation
Test Plans
Test Execution
Communication
Production Support
Training
Root Cause Analysis
JIRA
Reporting
Business Process
Workflow
Change Management
Regulatory Compliance
Policies and Procedures
Writing
Management
Attention To Detail
Organizational Skills
Multitasking
Expect
Web Browsers
Recruiting
SAP BASIS
Partnership
Collaboration
Military
Law

Job Details

We're seeking someone to join our team as a Generative AI and Innovation Team in Wealth Management Operations to provide support across our Wealth Management Operations 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 a Team Specialist position at Director level within 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 Professional Development GenAI Project Manager is a part of Wealth Management Operations and is responsible for project management across multiple GenAI concentrations. This includes managing opportunity identification, feasibility analysis and end to end project lifecycle through production deployment, including but not limited to:
  • Leading key initiatives related to increasing efficiencies and reducing operational risks.
  • Creating project plans that align to the enhancement vision, scope, and timelines.
  • Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision.
  • Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported.
  • Running test plans, test execution, and communication risk or concerns to key stakeholder.
  • Anticipating risks that could impact the project and take action to avoid them.
  • 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.
  • Communicate with all people who have a vested interest in the project, including internal team members and external partners.
  • Conduct root cause analysis to identify project issues and implement solutions.
  • Facilitate meetings with project teams and stakeholders to drive progress.
  • Utilize tools such as Jira for project tracking and reporting.
  • Develop and implement business process models to optimize project workflows.
  • Implement change management strategies to ensure successful project adoption.

What you'll bring to the role:
  • Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
  • Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
  • Ability to operate independently across the majority of day-to-day responsibilities
  • Culture carrier across Operations, embracing the Firm's core values and acting as a role model
  • 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 4 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 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 into your browser.

Expected base pay rates for the role will be between $56,000 and $97,000 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).
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.