Traditional Investment Products - Platforms
Assistant Vice President
Purchase, NY
The role is within Wealth Management in the Traditional Investment Products (TIPS) Platform Team supporting products such as mutual funds, 529 plans and Unit Investment Trusts. The TIPS Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management products with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency. Examples of key initiatives include digitizing processes that were historically manual and developing technology to drive operational efficiency. The candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle.
Qualifications:- Bachelor's Degree
- Ideal candidate will have 5+ years of relevant finance industry experience
- Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required
- Organized and attention to detail focused
- Problem solving skills with the ability to identify and escalate risks
- Ability to critically assess process for optimization and the organization skills to drive continuous improvement to underlying function set
- Ability to take direction and work independently, as well as in a team environment
- Firm understanding of the importance of accuracy in quality of work/downstream impacts
- Excellent written and verbal communication skills and ability to effectively interact with senior management
- Strong reasoning and problem-solving skills and ability to think and act like an owner
- Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
- High level of organizational skills and attention to detail
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
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 $85,000 and $140,000 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.
