VP- Project Manager Officer- Wealth Management Operations jobs in United States
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E*TRADE from Morgan Stanley · 5 hours ago

VP- Project Manager Officer- Wealth Management Operations

E*TRADE from Morgan Stanley is seeking a Project Manager Officer in WM Operations to lead critical initiatives across the organization. This role is responsible for managing program status, risks, budgets, and resources while ensuring alignment with organizational goals and delivering executive-level visibility.

BankingFinanceFinancial Services

Responsibilities

Manage complex processes and/or support significant process management/project efforts
Drive end-to-end program planning and execution across WM Operations
Define and monitor timelines, milestones, and deliverables to ensure timely delivery
Manage program budgets and resource allocation to optimize efficiency and impact
Identify, assess, and mitigate cross-project risks and dependencies
Establish escalation protocols and contingency plans
Develop and maintain high-impact dashboards and reporting tools for senior leadership
Deliver concise, data-driven updates on program health, risks, and outcomes
Ensure all programs support and advance WM Operations’ strategic objectives
Partner with stakeholders to align program goals with business priorities
Promote cross-project knowledge sharing and best practices
Implement standardized reporting frameworks and governance models
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

Qualification

Program ManagementRisk ManagementBudgetingResource PlanningAnalytical SkillsStakeholder ManagementClient Relationship ManagementKnowledge SharingCommunication Skills

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
Experience in managing large scale initiatives across a variety of products, business lines, and technology
Ability to build and maintain relationships across key stakeholders and help to drive strategic goals and priorities
Strong analytical and communication skills, with the ability to synthesize complex data for executive audiences
Expertise in risk management, budgeting, and resource planning
At least 6 years' relevant experience would generally be expected to find the skills required for this role

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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Company data provided by crunchbase