Department Manager – Client Service Center - Vice President

Morgan Stanley; South Jordan (UT); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Comprehensive Employee Benefits

Volunteer Opportunities

Mentorship Programs

Diversity and Inclusion Initiatives

Job summary

An established industry player is seeking a Vice President in Wealth Management Operations to lead a dynamic team. In this pivotal role, you will drive strategic initiatives, manage client relationships, and foster a culture of excellence within a large team. Your leadership will be crucial in optimizing service delivery and enhancing operational efficiency. This role offers the opportunity to make a significant impact in a supportive and innovative environment, where your contributions will be valued and recognized. Join a forward-thinking organization that is committed to diversity, inclusion, and community engagement.

Qualifications

• 6+ years of relevant experience in financial services or operations.
• Strong ability to manage teams and enhance operational controls.

Responsibilities

• Lead and develop a team of 95 professionals in Wealth Management.
• Build and manage relationships with internal and external partners.

Skills

Relationship Building

Team Management

Communication Skills

Commercial Thinking

Continuous Improvement

Education

Bachelor's Degree

Series 99 License

Tools

Management Tools

Job description

We’re seeking someone to join our team as a VP in Wealth Management Operations to lead, coach, and develop a team (~95 people) of Team Leaders and their staff of Service Professionals, holding employees accountable for the service delivered to external and internal clients. The candidate will be expected to manage their Line of Business and, where applicable, delegate responsibilities that lend to the growth of the team and supports the World Class Service offering of Morgan Stanley Wealth Management.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is a Team Manager position at Vice President level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you’ll do in the role:
• Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
• Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
• Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
• Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
• Contribute to the success of the team through process improvements, information sharing, and embracing the Firm’s core values, mission, and business practices

What you’ll bring to the role:
• Strong relationship building skills serving as a role model for client service
• Ability to think commercially, understand the impact of initiatives, risks on the operational budget
• Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
• Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
• Strong communication skills with the demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels. Experience with engaging and influencing senior leaders within the organization is essential
• Must obtain Series 99 license
• At least 6 years’ relevant experience would generally be expected to find the skills required for this role

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect, and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.

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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service 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).