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E*TRADE from Morgan Stanley · 2 months ago

Generative AI and Innovation Team Director (AVP)- Wealth Management Operations

Columbus, Ohio, United States of America

Full-time

Onsite

Mid Level

$56K/yr - $97K/yr

4+ years exp

E*TRADE from Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help achieve financial goals. They are seeking a Generative AI and Innovation Team Director to support Wealth Management Operations by managing projects aimed at enhancing operational efficiencies and reducing risks. The role involves liaising with various organizations, managing client relationships, and overseeing the project lifecycle from identification to deployment.

BankingFinanceFinancial Services

Responsibilities

Leading key initiatives related to increasing efficiencies and reducing operational risks

Creating project plans that align to the enhancement vision, scope, and timelines

Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision

Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported

Running test plans, test execution, and communication risk or concerns to key stakeholder

Anticipating risks that could impact the project and take action to avoid them

Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation

Effectively communicating changes to the production support teams and aligning with training support teams

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

Communicate with all people who have a vested interest in the project, including internal team members and external partners

Conduct root cause analysis to identify project issues and implement solutions

Facilitate meetings with project teams and stakeholders to drive progress

Utilize tools such as Jira for project tracking and reporting

Develop and implement business process models to optimize project workflows

Implement change management strategies to ensure successful project adoption

Qualification

Generative AIChange ManagementProject ManagementJiraOperational Risk ManagementInterpersonal SkillsTime ManagementDetail-orientedConfidentialityCollaboration

Required

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

Strong interpersonal skills and ability to communicate effectively both verbally and in writing

Strong time management skills and ability to set own schedule without falling behind on tasks

Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively

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

Ability to handle highly confidential information with appropriate discretion

Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables

At least 4 years' relevant experience would generally be expected to find the skills required for this role