Client Engagement and Operations Vice President

PowerToFly; New York (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Vice President within the Wealth Management Chief Data Office to lead a team supporting client and financial advisor engagements on cybersecurity and fraud, while handling broad administrative duties. The role involves budgeting, hiring support, space management, and mentorship programs to advance WM CDO's mission.

Responsibilities include coordinating SMEs with high net worth clients for business development and incident response, managing non-comp budget, and

Qualifications

• Bachelor’s degree required and 7–12 years of relevant experience.
• Excellent written and verbal communication at all levels.
• Strong customer service orientation.
• Prior management experience.
• Advanced problem solving, critical thinking, and research skills.
• Ability to manage multiple workstreams with attention to detail.
• Proficiency with office productivity software, data analysis, and collaboration tools.

Responsibilities

• Overseeing a team that coordinates engagements between WM CDO SMEs with High Net Worth clients and financial advisors to support business development activities or assist with incident response.
• Managing administrative staff who support WM CDO Managing Directors with scheduling, travel, and expense management.
• Managing WM CDO’s overall non-comp budget (e.g., consulting, travel, training, etc.).
• Supporting hiring managers in their recruitment activities and providing leadership with transparency and insight into the hiring pipeline and key personnel data points.
• Ensuring new hires understand the WM CDO mission/vision and the role they will play in advancing it.
• Facilitating touchpoints, communications, and other initiatives that ensure WM CDO team members are driving toward shared objectives.
• Working with SMEs and content producers to maintain and disseminate educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk.
• Maintaining team-related documentation, such as organizational charts, onboarding curriculum, job descriptions, etc.
• Driving WM CDO’s mentorship program to help team members grow their network within CDO and achieve their career goals.

Skills

Communication skills

Customer service

Management experience

Critical thinking

Problem solving

Multi-tasking

Attention to detail

Data analysis

Office software tools

Collaboration tools

Education

Bachelor’s degree

Job description

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and manages cyber, fraud, and data-related risks. WM CDO seeks a Vice President to support a global team with achieving its risk objectives and demonstrating its value add to Morgan Stanley.

This individual will manage a team that is responsible for engagement with clients and financial advisors on cybersecurity and fraud-related matters. They will also support WM’s Chief Data Officer with a wide variety of administrative and operational tasks. These tasks include managing the annual budgeting cycle, supporting resourcing/hiring needs, overseeing space management, and leading talent development, mentorship programs, and other special projects benefitting WM CDO.

Key responsibilities include, but are not limited to, the following:

• Overseeing a team that coordinates engagements between WM CDO Subject Matter Experts with High Net Worth clients/prospects and financial advisorsto support business development activities or assist with incident response
• Managing administrative staff who support WM CDO Managing Directors with scheduling, travel, and expense management
• Managing WM CDO’s overall non-comp budget (e.g., consulting, travel, training, etc.)

• Supporting hiring managers in their recruitment activities and providing leadership with transparency and insight into the hiring pipeline and key personnel data points

• Ensuring new hires understand the WM CDO mission/vision and the role they will play in advancing it

• Facilitating 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, annual goal setting, etc.)
• Working with SMEs and content producers to maintain and disseminate educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk
• Maintaining team-related documentation, such as organizational charts, onboarding curriculum, job descriptions, etc.
• Driving 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
• A strong customer service orientation
• Prior management experience
• Exceptional critical thinking, problem-solving, and research skills
• 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

• Prior business development or client engagement responsibilities
• 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.