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E*TRADE from Morgan Stanley · 1 month ago

Business Analyst-Stock Plan Project Team , Director

Jersey City, New Jersey, United States of America

Full-time

Onsite

Mid Level

$83K/yr - $133K/yr

3+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking a Director in Wealth Management Operations to drive platform strategy and support multiple projects within the organization. The role involves developing operating and technology strategies, managing transformation initiatives, and delivering business outcomes while collaborating with various business units.

BankingFinanceFinancial Services

Responsibilities

Serve as a subject matter expert with front-to-back knowledge, working with Team Manager to perform data analysis, process improvement, identify & remediate risks, propose and implement improvements/changes

Participate in the design and development of UAT strategies, test plans, and test cases in collaboration with business users to validate that systems meet business requirements

Coordinate work, train and develop other team members where required, including documentation and tracking of change control milestones and tasks for multiple projects

Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and points of contact with internal and external organizations

Leverage automation and internal Artificial Intelligence tools to efficiently execute on day to day activities as part of the role as well as for solutions to implement for stakeholders you support

Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities

Develop, implement and present metrics to senior management

Perform other duties and special projects as assigned

Qualification

Data analysisAutomation toolsProject managementWealth Management experienceAnalytical skillsCommunication skillsOrganizational skillsTeam leadership

Required

Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels

Ability to operate independently across the majority of day-to-day responsibilities

Strong organizational, project management and analytical skills

Strong written and verbal communication skills

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

Ability to address non-standard issues within area of expertise

Self-motivated and able to work in a strong team and high activity environment

Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail