Assoc, Sr. Professional, P3, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate

Csrg Strategic Program Office Program Manager / Business Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

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.

Columbus At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

Wealth Management Operations

Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

The Strategic Program Office within the Client Services & Reporting Group of WM Operations directly supports the servicing strategies that impact both the Morgan Stanley Wealth Management Branch Offices and its Clients. As part of its support model, the Strategic Program Office is responsible for the coordination and management of large-scale technology and operational programs related to the Call Centers as well as the firm's client reporting obligations such as performance reporting, statements, trade confirmations and communications. The team collaborates with stakeholders in the Field, Operations, IT and the Business to define, analyze and deliver strategic Technology and Operational processes. Members of the team are expected to take leadership roles in the various programs as well as personal accountability for delivering first class products and solutions for the Morgan Stanley Service Network, Client Service Centers, Virtual Client Solutions and other Wealth Management Lines of Business.

Responsibilities include :

• Plan, coordinate, monitor and manage the successful delivery of project - Create comprehensive project / change management plans - Coordinate engagement of Operations, Technology and Business partner resources and subject matter experts across multiple projects & geographic regions - Manage issues and decisions to timely resolution, communicating with senior management to escalate / resolve project conflicts & needs - Collaborate with stakeholders to gather and document business requirements. - Analyze and model business processes to identify areas for improvement. - Facilitate meetings to drive project progress and stakeholder alignment. - Monitor project progress and provide regular updates to stakeholders. - Ensure solutions meet business needs and requirements

Qualifications & Skills Required :

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'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).