Description
| Workplace Salesforce Product Team - Director - WM Platforms | |||||||||||||
| Profile Description | |||||||||||||
| We’re seeking someone to join our team as Director Workplace Salesforce Product Team in responsible for a comprehensive B2B, B2C and B2B2C offering designed to help companies and their employees meet their financial goals, through trusted and modern workplace financial digital solutions, including Equity Edge Online by Morgan Stanley, E*Trade.com, Shareworks by Morgan Stanley, and more. The product team spans across the U.S, including NY, GA, UT, CA, and CO, and Internationally, including Canada and Hungary | |||||||||||||
| Wealth Management | |||||||||||||
| In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. | |||||||||||||
| 0 | |||||||||||||
| 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. 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 & Enterprise 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 for those who show passion and grit in their work. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… |
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| What you’ll do in the role: | |||||||||||||
| • Lead the review and analysis of business processes to support ongoing enhancement in Salesforce CRM. • Work with stakeholders to identify and document operational pain points and project scope. • Work with the development squad and internal subject matter experts to support business process evolution. • Be a resident Salesforce expert advising senior business line stakeholders. • Provide training to stakeholders across business lines on best practices and recommended processes in Salesforce. • Help develop and support our short-term and long-term product strategy to ensure we achieve our stated business outcomes, strategic and integration priorities. • Develop ongoing communications that share the progress and quantify the impact of team led initiatives and status, to ensure awareness, transparency, and collaboration. • Has the ability to tell a compelling story using product metrics/data, and visualization platforms such as Tableau – to facilitate productive interactions with business partners and stakeholders and influence data-driven decision making. • Establishes collaborative partnerships with the Morgan Stanley at Work business team to better understand their needs and align on future requirements, ranging from standardization of processes, leveraging market practices to the optimization of workflows, and sharing of best practices. • Builds strong working relationships with cross-functional teams to identify, execute, implement, and track process improvement opportunities. |
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| What you’ll bring to the role: | |||||||||||||
| • Work experience as a Salesforce administrator; consulting experience and particularly process automation experience using Salesforce preferred. • Bachelor’s Degree in business, finance or related field/experience preferred • 2+ years of experience in Digital Product Management, Management Consulting or Strategy, within the Financial Services industry • Previous experience working with large or multi-national companies helpful • Sets and carries out objectives, and fosters a culture of performance, continuous improvement • Excellent partnering skills; proven ability to collaborate with various levels of employees • Proven ability to seamlessly navigate and shift between strategic thinking and tactical activities, understanding the linkage and impact between them • Excellent analytical aptitude, sound judgment and experience with Excel / other data analysis tools • Able to identify operational and strategic issues and proactively drive solutions • Enjoys building initiatives from the ground-up and delivering on complex projects • Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement • Excellent communication skills and a proven ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively • Self-starter with ability to lead new projects proactively and resourcefully • Ability to thoughtfully utilize data/metrics to inform business decisions • Detail oriented with strong organizational, analytical and written communication skills • Flexible, team player with the ability to think creatively and strategically • Expert proficiency with Excel, Word, Visio and PowerPoint required • Experience managing the Salesforce integration of; Zuora CPQ, Conga Composer, Conga Contracting and DocuSign an asset • Positive contributor to our team’s culture |
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| 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. | |||||||||||||
| Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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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