Morgan Stanley

AVP – CAO/COO, Client Onboarding, Due Diligence, Innovation & Strategy

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: New York City • New York • United States

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Salary

💰 $120,000 - $173,000 per year

Job Level

Lead

About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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)
  • Short/Long Term Disability
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
process managementproject managementanalytical skillsbudget managementvendor managementcontract negotiationRFP managementmetrics developmentexecutive-level presentationsbusiness case development
Soft Skills
initiativecollaborationrelationship managementcommunicationproblem-solvingrisk identificationteamworktransparencyleadershipadaptability