Morgan Stanley Relationship Partner - Client Services Group - Wealth Management Operations in New York, New York
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
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.
Background on the Team
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.
Background on the Position
Wealth Management Operations launched the Relationship Services coverage model in 2017 to support the complex and unique needs of the largest advisors in the firm.
The Relationship Partner (RP) is expected to build and maintain relationships with their teams, WM Operations senior managers and other supporting departments in order to drive solutions with regards to issues or innovative client needs. The RP will also distribute information proactively when issues arise or change is planned which impacts clients within their coverage. The RP will over time promote best practice in process and tool utilization, for example, when necessary. Finally, the RP will need to look across his or her coverage population and collaborate with other RPs for process or technology related improvements.
-10 years of Operations and/or Field experience
-Director/AVP Level, ideally a top performing SME in a functional Operations area or an existing service role in the Field (seasoned CSA, Business Service Officer or Service Associate)
-Strong track record of building and maintaining service relationships by demonstrating the willingness to go above and beyond is second nature
-Familiarity of complex needs of UHNW clients
-In depth knowledge of WM Operations and ability to easily build and maintain a network are critical
-Strong ability to uncover the root cause of an issue
-Self-starter with strong ability to work with minimal oversight
-Excels at operating in a fast pace, community environment while being adept at
-Strategic thinking and influencing skills
-Ability to partner with Senior Management in both Operations & the Business
-Ability to communicate effectively using various mediums (verbal, written, presentation)
both upward and with peers
-Sharp analytical skills and attention to detail.
-Strong networking skills
-Strong organization skills
-A demonstrated commitment to high professional ethical standards and a diverse
-Ability to look at situations from several points of view
Title: Relationship Partner - Client Services Group - Wealth Management Operations
Location: New York-New York
Requisition ID: 3187100