Wednesday, April 06, 2016

Director Wealth Management Operations Morgan Stanley South Jordan

Job Description: • 2-minute read •
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

GSPS Job Description
The Global Stock Plan Services Section Manager will manage and lead a team of 12-15 Service Professionals. The Section Manager is responsible for assuring work is allocated to and completed timely and accurately by the service professionals. The candidate should be confident, adaptable, excellent at problem solving, have the ability to elicit timely and accurate work product from other members of the team. Position responsibilities include partnership with client manager for proper facilitation of corporate plans; oversee large trades; online navigation, and overall account maintenance.
A successful Section Manager will oversee the other team members and assure they meet targets for daily, weekly, monthly, and annual service level obligation; work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews. A successful Section Manager will also handle individual and integrated service professional coaching.
Applicants should have a Bachelor’s Degree or equivalent management experience and a broad understanding of the Financial Services Industry.

QUALIFICATIONS
The Global Stock Plan Services Section Manager will also work closely with Performance Reporting Operations to ensure the team is trained and aware of Other Position Requirements:
• Confident, self-motivated and a fast learner
• Open to learning new Lines of Business
• Excellent communication skills: Written and Oral
• Broad understanding of the Financial Services Industry
• Exceptional problem solving skills and attention to detail
• Time Management and Prioritization
• Excellent, multitasking and time-management skills
Skills Preferred:
• Series 7 and Series 63 preferred

Pass it on for Referral Bonus. Not the right role for you, but know someone we should meet? Share with him to earn $1,000 referral bonus.
Related Posts Plugin for WordPress, Blogger...