Settlements Project Manager- Wealth Management Operations

We’re seeking someone to join our team as a Director in Wealth Management Operations to deliver transformation to the Wealth Management Settlements team through technology improvements and automation.

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, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is a Team Specialist position at Director level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

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 Baltimore, we support the Firm’s global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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…  

What you’ll do in the role: 

•    Lead and oversee end-to-end project lifecycle, including maintain the scope, timeline and budget of the project and automation efforts
•    Develop and manage detailed project plans, timelines, and stakeholder communication
•    Oversee cross-functional teams to achieve project objectives
•    Identify project risks and issues, develop mitigation strategies to minimize project impact, and track them to resolution
•    Facilitate effective stakeholder communication, ensuring alignment between business goals and project execution
•    Develop strong relationships with IT colleagues to design, develop and implement technology platforms that meet requirements from stakeholders
•    Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes 
•    Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognise risks and draw out key issues 
•    Coordinate work, train and develop other team members where required, including task allocation, and project 

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 
•    At least 4 years’ relevant experience would generally be expected to find the skills required for this role
•    General knowledge of financial markets and investment products, specifically Trade Clearance and Settlements
•    Proven experience managing end-to-end project lifecycles, including planning, execution, risk management, and stakeholder engagement
•    Excellent problem-solving and decision making skills
•    Great written and verbal communication skills
•    Strong leadership and influencing skills
•    Ability to adapt in fast paced environment with focus on innovation and flexibility
•    Efficient time management skills and ability to manage multiple project simultaneously 
•    Team player with the ability to work effectively in a team or independently
•    Ability to think and act like an owner
•    Proficiency in Agile and JIRA a plus
•    Familiarity with automation tools, such as Alteryx and UIPath a plus

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'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). 
 

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.

Salary range for the position: $62k - $104k/Year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to  other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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).