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Job Description

We're seeking someone to join our team as a Vice President , Client Onboarding & Due Diligence (COBDD) Automation in Wealth Management Operations team to provide support across the COBDD organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations. 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. This is an Advanced Specialist position at Vice President level within the 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. 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: The COBDD Automation VP is a part of Wealth Management Operations and is responsible for project management of the Onboarding, due diligences, and reporting enhancements in Operation. This includes managing programs and processes related to the end-to-end workflow of operational functions including but not limited to: Manage multiple workstreams concurrently with consideration for prioritization, complexity, influence, and levels of involvement required to advance initiatives. Overseeing and managing the program level strategy to ensure enhancements / requirements align with the overall vision. Creating and reviewing project plans created by staff ensuring they align to the enhancement vision, scope, and timelines. Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported. Oversee test plan creation, execution, and communication of project related risks or concerns with leadership. Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation. Effectively communicating changes to the production support teams and aligning with training support teams. Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment. Facilitate meetings with project teams and stakeholders to drive progress. Manage complex processes and/or support significant process management/project efforts. Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions. Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution. Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations

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