IIS Market Solutions, VP

Overview

Institutional Infrastructure Solutions:
Institutional Market Solutions Team (Vice President) at Morgan Stanley. IIS is a group within Wealth Management that delivers a world-class service model to Morgan Stanley’s institutional and family office clients. The team partners with the Firm’s institutional business lines and owns end-to-end client service execution across core processes including Client Onboarding and Maintenance, Money Movement, Investment Implementation, Portfolio Aggregation/Reporting and Billing.

The candidate will help scale a premier shared client service model and assist with day-to-day operations of the broader IIS service team. A strategic mindset, experience in strategy or business management, and a solid understanding of the wealth management business are desired.

• Manage and drive strategic projects from end-to-end to support and enhance the institutional client service model within Wealth Management
• Define complex business problems, synthesize data and provide and execute on tactical and strategic solutions
• Lead meetings with various stakeholder groups including control partners to socialize concepts, set expectations, communicate updates and gain consensus
• Proactively identify opportunities for further process improvement to drive consistency and scalability
• Create and deliver persuasive and data-driven thinking and presentations to senior management to enable informed strategic decision-making
• Gain comprehensive understanding of the full institutional client service model and ecosystem

• 5+ years of experience in financial services and wealth management
• Undergraduate degree required
• Strategy and/or business management experience a plus
• Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines
• Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management
• Self-starter with a strong sense of ownership, accountability and work ethic
• Strong project management, organizational, communication and analytical skills
• Ability to lead and influence cross-functional teams to meet delivery timelines

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - 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.

Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks, and opportunities to move across the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. Base pay is determined on an individualized basis and may be part of the total compensation package, which may include commission, incentive compensation, discretionary bonuses, and other benefit programs.

Morgan Stanley is an equal opportunity employer committed to diversity. We prohibit discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, disability, veteran or military status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

• Seniority level:
  Executive
• Employment type:
  
  Full-time
• Job function:
  Business Development and Sales