VP Platform Business Manager – Wealth Management

Socket.dev

New York (NY)

Hybrid

USD 110,000 - 190,000

Full time

11 days ago
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Job summary

Morgan Stanley, a leading global financial services firm, seeks a Business Manager - Vice President to manage contingent workforce lifecycle, vendor relationships, and financial oversight across Wealth Management Platforms. The role emphasizes cross-functional collaboration and rigorous budgeting in a complex matrix organization.

The position offers exposure to strategic initiatives, governance of professional services contracts, and opportunities to influence senior leadership decisions within

Qualifications

  • Experience as a Business Analyst or Project Manager in financial services.
  • Strong ability to interact with stakeholders across platforms; high EQ.

Responsibilities

  • Manage contingent workforce lifecycle in Fieldglass (onboarding/changes/offboarding).
  • Own vendor relationships, cadence meetings, issue resolution, extensions/conversions.
  • Support sourcing and contracting workflows for professional services.
  • Maintain forecasts and provide financial oversight (P&L, variance, accruals).
  • Prepare materials for leadership expense reviews and new business proposals.
  • Process and approve invoices/requests using internal tools.
  • Provide prioritized support for time-sensitive initiatives and ad hoc reporting.

Skills

Contingent management
Vendor relationships
Program management
Stakeholder communication
Excel & PowerPoint

Tools

Microsoft Office Suite
Fieldglass

Job description

Morgan Stanley, a leading global financial services firm, seeks a Business Manager - Vice President to manage contingent workforce lifecycle, vendor relationships, and financial oversight across Wealth Management Platforms. The role emphasizes cross-functional collaboration and rigorous budgeting in a complex matrix organization.

The position offers exposure to strategic initiatives, governance of professional services contracts, and opportunities to influence senior leadership decisions within

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