Morgan Stanley

Client Engagement and Operations Vice President

Morgan Stanley$110K — $190K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 7-12 years of relevant experience
  • Excellent written and verbal communication skills
  • Strong customer service orientation
  • Prior management experience
  • Exceptional critical thinking and problem-solving skills
  • Ability to manage multiple workstreams with attention to detail
  • Proficiency in office productivity and collaboration tools

Responsibilities

  • Oversee a team engaging clients on cybersecurity and fraud risks
  • Manage administrative staff for scheduling and expense management
  • Control WM CDO's budget for consulting and training initiatives
  • Support hiring managers with recruitment activities and personnel data insights
  • Ensure new hires align with WM CDO's mission and vision
  • Facilitate team communications and monthly engagement initiatives
  • Drive the mentorship program for career development

Benefits

  • Opportunity to work in a global team within the Wealth Management sector
  • Involvement in high-stakes projects focused on cybersecurity and fraud risks
  • Professional development through mentorship programs and training
  • Support for career growth with resource availability
  • Dynamic work environment encouraging collaboration and innovation
Full Job Description
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and manages cyber, fraud, and data-related risks. WM CDO seeks a Vice President to support a global team with achieving its risk objectives and demonstrating its value add to Morgan Stanley.

This individual will manage a team that is responsible for engagement with clients and financial advisors on cybersecurity and fraud-related matters. They will also support WM's Chief Data Officer with a wide variety of administrative and operational tasks. These tasks include managing the annual budgeting cycle, supporting resourcing/hiring needs, overseeing space management, and leading talent development, mentorship programs, and other special projects benefitting WM CDO.

Key responsibilities include, but are not limited to, the following:
  • Overseeing a team that coordinates engagements between WM CDO Subject Matter Experts with High Net Worth clients/prospects and financial advisors to support business development activities or assist with incident response
  • Managing administrative staff who support WM CDO Managing Directors with scheduling, travel, and expense management
  • Managing WM CDO's overall non-comp budget (e.g., consulting, travel, training, etc.)
  • Supporting hiring managers in their recruitment activities and providing leadership with transparency and insight into the hiring pipeline and key personnel data points
  • Ensuring new hires understand the WM CDO mission/vision and the role they will play in advancing it
  • Facilitating touchpoints, communications, and other initiatives that ensure WM CDO team members are driving toward shared objectives (e.g., Monthly All Hands Series, Quarterly New Joiners Series, Bi-Monthly Newsletter, annual goal setting, etc.)
  • Working with SMEs and content producers to maintain and disseminate educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk
  • Maintaining team-related documentation, such as organizational charts, onboarding curriculum, job descriptions, etc.
  • Driving WM CDO's mentorship program to help team members grow their network within CDO and achieve their career goals


Qualifications:

  • Bachelor's degree
  • 7-12 years of relevant experience
  • Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization
  • A strong customer service orientation
  • Prior management experience
  • Exceptional critical thinking, problem-solving, and research skills
  • Ability to independently execute on multiple, simultaneous workstreams and exhibit strong attention to detail
  • Expertise in office productivity software, data analysis, and collaboration tools


Preferred Qualifications

  • Prior business development or client engagement responsibilities
  • Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology


To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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