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E*TRADE from Morgan Stanley · 5 months ago

Director (AVP) - CAO/COO Client Onboarding, Due Diligence, Innovation & Strategy

New York, New York, United States of America

Full-time

Onsite

Mid, Senior Level

$120K/yr - $173K/yr

6+ years exp

E*TRADE from Morgan Stanley is seeking a Client Onboarding, Due Diligence, Innovation & Strategy Chief Administration Office Director in Wealth Management Operations. The role involves providing support across the CODIS organization, ensuring operational readiness, managing vendor relationships, and coordinating business strategy.

BankingFinanceFinancial Services

Responsibilities

Manage complex processes and/or support significant process management/project efforts

Lead in process improvement and project management across multiple teams

Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution

Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations

Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals)

Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact CODIS financials and organization

Execute group's vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion

Manage & implement group's location strategy commitments

Partner with recruiting & hiring managers to manage open requisitions & offer approvals

Maintain transparency on the state of the organization through metrics, project plans, and status reports

Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives

Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment

Support recurring and ad hoc reporting & requests

Qualification

Process managementFinancial planningVendor managementAnalytical skillsMicrosoft ExcelExecutive communicationTeam collaborationProblem-solving

Required

Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures

Ability to think commercially, understand the impact of initiatives, risks on the operational budget

Ability to address non-standard issues within area of expertise

Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you

At least 6 years' relevant experience would generally be expected to find the skills required for this role

Strong process management and analytical skills

Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management

Ability to take initiative and thrive in a collaborative, team environment