Morgan Stanley

Strategy and Operations Specialist, Wealth Management Chief Data Office - Vice President

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

Qualifications

  • Bachelor's degree
  • 7-12 years of relevant experience
  • Excellent written and verbal communication skills
  • Comfort challenging and escalating risks and decisions
  • Exceptional critical thinking, problem-solving, and research skills
  • Prior management experience
  • Ability to independently execute on multiple, simultaneous workstreams

Responsibilities

  • Oversee team engagements with Ultra-High Net Worth clients/prospects and financial advisors
  • Produce and disseminate educational and marketing materials on data security and fraud risk
  • Manage overall non-comp budget for consulting, travel, and training
  • Serve as the point person for external consulting engagements
  • Support hiring managers with recruitment activities
  • Provide leadership with hiring pipeline insights
  • Facilitate team communications and initiatives toward shared objectives

Benefits

  • Comprehensive employee benefits and perks
  • Support for employees and their families at all work-life stages
  • Ample opportunities for professional mobility within the organization
  • Diversity and inclusion commitment
  • Encouragement of collaboration and creativity across diverse teams
Full Job Description
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; abide by relevant privacy laws and regulations; effectively retain, retrieve, and protect information and records at Morgan Stanley; and mitigate risks caused by inaccurate, untimely, or incomplete WM data.

Role Description

The Strategy and Operations Team within the WM CDO seeks a Vice President to support a unified global team positioned to achieve its risk objectives and demonstrate its value add to Morgan Stanley. This individual will manage a team that is responsible for budget, resourcing/hiring needs, space, talent development, and other special projects benefiting the entire team. This individual will also oversee all client engagement activities performed by the team and cybersecurity and fraud prevention marketing efforts.

Key responsibilities include, but are not limited to the following:
  • Oversee a team that coordinates engagements between WM CDO Subject Matter Experts with Ultra-High Net Worth clients/prospects and financial advisors to support business development activities or assist with incident response
  • Oversee a team that produces, maintains, and disseminates educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk
  • Manage WM CDO's overall non-comp budget (e.g., consulting, travel, training, etc.)
  • Serve as the point person for all WM CDO external consulting engagements
  • Support hiring managers in their recruitment activities
  • Provide leadership with transparency and insight into the hiring pipeline and key personnel data points
  • Ensure new hires understand the CDO mission/vision and the role they will play in advancing it
  • Facilitate 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)
  • Drive 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
  • Comfort challenging and escalating risks and decisions
  • Exceptional critical thinking, problem-solving, and research skills
  • Prior management experience
  • 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

  • Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology


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 $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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