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Assistant Vice President - Onboarding Data Management Strategist

Posted on Jan 24, 2019 by Morgan Stanley USA

New York, NY 10001
23 Dec 2018
Annual Salary
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.

The Field Strategic Services (FSS) group within MSWM is responsible for transformational platform strategies that provide better tools for Financial Advisors, support staff and clients. This position is with the One Client team and is involved with the back-end data component of account onboarding.
The Strategic Client Onboarding team, within FSS, is recruiting a process-oriented strategic thinker who has a passion for uncovering new opportunities and executing projects to transform the client onboarding experience. The Assistant Vice President (AVP) - Onboarding Data Strategist will assist the Vice President with the conceptualization, requirements gathering and preparation, validation and implementation of client onboarding data transformation initiatives.

The AVP will be responsible for the execution of multiple projects from initiation to implementation. S/he will ultimately be the subject matter expert for the transformed processes. The AVP - Onboarding Data Strategist will field inquiries from senior management, the service center, business partners, and FAs/CSAs and be able to explain how the system works and troubleshoot escalations as necessary. The ideal candidate is an inquisitive self-starter with experience in the transformation of technology-based business processes.
Prior experience with client onboarding, transaction approval processes, and/or Wealth Management front office business processes, including risk and service, is a plus.

• Manage projects independently through all phases of the project lifecycle
• Identify business needs and articulate opportunities to enhance Client
Onboarding by analyzing field feedback and metrics and collaborating with
partners across the organization
• Develop business requirements for both strategic and tactical projects
• Ability to work and collaborate with cross-functional stakeholders to
recommend strategic solutions compliant with industry and governmental
• Manage testing completion in coordination with team leads, review testing
plans, defects, requirement clarifications, and completion reports to ensure a
smooth implementation of platform enhancements
• Perform business verification of new functionality post-production
• Resolve daily escalations from senior management, the Service Center,
business partners and FAs/CSAs
• Simplify complex technical systems into visual process flows, tables and
PowerPoint presentations
• Assist with meeting preparation and facilitate calls with technology and
business partners


• BS/BA degree required
• Minimum 3-5 years of experience in related role or function
Required Skills/Qualifications
• Must be a self-starter with exceptional project management skills and the
ability to work both independently and collaboratively to drive a project to
• Ability to develop and run complex data analytics
• Effective communication in both business and technical contexts
• Excellent analytical, process-oriented, problem-solving/issue resolution skills
• Ability to juggle multiple priorities with competing deadlines in a fast-paced
• Must be highly organized and detail-oriented
• Must be able to understand technical intricacies of systems
• Ability to work well with employees across a diverse range of functional groups
• Must be able to assume a high level of autonomy quickly
• Advanced Excel and PowerPoint skills
• Experience/familiarity with Agile

Assistant Vice President - Onboarding Data Management Strategist

Reference: 631839738