Vice President, WM and US Banks Capacity Planning and Workforce Management Lead
Job Number : 3256784
3256784
Posting Date
Nov 1, 2024
Primary Location
Americas-United States of America-Florida-TampaEducation Level : Bachelor's Degree
Wealth ManagementEmployment Type : Full TimeJob Level : Vice President
Description
Morgan Stanley is a global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Asset Management.
Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.
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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion.
Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, achieve, and grow.
The Know Your Customer (KYC) Office is an AML function under Financial Crimes, embedded within the Firm’s business line.
It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types.
The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Morgan Stanley, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, and escalating, managing and reporting control issues with transparency.
Responsibilities :
- Identify and leverage quantitative drivers and assumptions to forecast headcount projections; effectively track actuals in comparison to forecast
- Assist budget development based on forecast headcount projections; effectively track actuals in comparison to forecast
- Create reports and presentations involving capacity planning / forecasting, workforce management, and financial performance for KYC Office management and senior leader consumption
- Establish capability and effectively partner with and track resource allocations with consistency across multiple teams / departments
- Set and monitor key performance indicators and success criteria across teams; analyze indicators to identify variances, opportunities, and areas for escalation
- Support location strategy efforts and overall people strategy, including departmental employee engagement
- Execute on strategic initiatives and support efforts that drive a cohesive and holistic strategy across teams
Qualifications
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