Morgan Stanley
Overview
Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. Institutional Consulting Solutions (ICS) is part of the Client Segments division within Morgan Stanley Wealth Management. ICS drives the product management, sale and service of Advisor-led workplace offerings for corporate clients, non-profits, endowments, foundations and government entities across market segments. The products include Retirement and Corporate Cash Management, sold through core Advisors and specialized channels such as Graystone Consulting or Morgan Stanley Institutional Investment Advisors. Our products and services are designed to reduce financial stress and empower all companies and organizations and their constituents to plan, prepare for, and reach their financial goals through digital and human engagement.
Position Summary
As a member of the Institutional Consulting Solutions (ICS) Retirement Product Operations team, you will oversee the operational management and product and system improvements for the Firm’s corporate retirement product suite. You will ensure the products remain competitive, compliant, and aligned with client and market needs. The VP will partner with ICS Retirement leaders, ICS Platforms team, Legal, Risk and Compliance to drive product or operating model transitions and system enhancements, while assessing and ensuring that appropriate controls are in place. The role includes project management for various product, system or operational enhancement initiatives and related controls.
Responsibilities
Maintenance of the DC corporate retirement product suite across market segments Assessment of control effectiveness and driving necessary enhancements in partnership with Business Control Unit (BCU) risk teams Project management of ICS initiatives as they relate to retirement products including product or service model transitions Responding to feedback from the Field after review of suggestions and objective assessment of feasibility and need Manage product exception reviews and approvals Update of corporate retirement account documentation and regulatory letters; oversight of relevant communications in partnership with the ICS communications team Review and update of corporate retirement training materials and training modules to ensure they remain current with product updates and regulatory changes Oversight of creation and maintenance of policy and procedures across the Corporate Retirement product suite Partner with Legal, Risk and Compliance to design and implement operational controls enhancements
Qualifications
8-12 years of relevant financial services industry, project management, retirement product management or related experience Driven to learn and grow, asks questions, and shows interest in internal growth Clear and confident communicator who can tailor messages and synthesize information for different audiences Experience with MS Office Suite; ability to communicate strategy updates via PowerPoint and review reporting in Excel Strong sense of ownership and accountability Strong project management, organization, planning skills; detail-oriented and able to balance competing priorities Competent writer; able to create detailed emails, reports or process documents for leadership review Ability to manage ambiguity and competing priorities Positive contributor to the team culture with empathy, teamwork and giving back
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to benefit clients, communities and our employees. We offer attractive and comprehensive employee benefits and opportunities to grow within the firm. There is also potential to move within the business for those who demonstrate passion and grit.
For more information about Morgan Stanley offices globally, please visit the official site: https://www.morganstanley.com/about-us/global-offices
Expected base pay for this role is between $110,000 and $190,000 per year at start. Base pay is determined on an individualized basis and is part of total compensation, which may include commissions, incentives, discretionary bonuses, and other Morgan Stanley benefit programs.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, gender identity or expression, 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.
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Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. Institutional Consulting Solutions (ICS) is part of the Client Segments division within Morgan Stanley Wealth Management. ICS drives the product management, sale and service of Advisor-led workplace offerings for corporate clients, non-profits, endowments, foundations and government entities across market segments. The products include Retirement and Corporate Cash Management, sold through core Advisors and specialized channels such as Graystone Consulting or Morgan Stanley Institutional Investment Advisors. Our products and services are designed to reduce financial stress and empower all companies and organizations and their constituents to plan, prepare for, and reach their financial goals through digital and human engagement.
Position Summary
As a member of the Institutional Consulting Solutions (ICS) Retirement Product Operations team, you will oversee the operational management and product and system improvements for the Firm’s corporate retirement product suite. You will ensure the products remain competitive, compliant, and aligned with client and market needs. The VP will partner with ICS Retirement leaders, ICS Platforms team, Legal, Risk and Compliance to drive product or operating model transitions and system enhancements, while assessing and ensuring that appropriate controls are in place. The role includes project management for various product, system or operational enhancement initiatives and related controls.
Responsibilities
Maintenance of the DC corporate retirement product suite across market segments Assessment of control effectiveness and driving necessary enhancements in partnership with Business Control Unit (BCU) risk teams Project management of ICS initiatives as they relate to retirement products including product or service model transitions Responding to feedback from the Field after review of suggestions and objective assessment of feasibility and need Manage product exception reviews and approvals Update of corporate retirement account documentation and regulatory letters; oversight of relevant communications in partnership with the ICS communications team Review and update of corporate retirement training materials and training modules to ensure they remain current with product updates and regulatory changes Oversight of creation and maintenance of policy and procedures across the Corporate Retirement product suite Partner with Legal, Risk and Compliance to design and implement operational controls enhancements
Qualifications
8-12 years of relevant financial services industry, project management, retirement product management or related experience Driven to learn and grow, asks questions, and shows interest in internal growth Clear and confident communicator who can tailor messages and synthesize information for different audiences Experience with MS Office Suite; ability to communicate strategy updates via PowerPoint and review reporting in Excel Strong sense of ownership and accountability Strong project management, organization, planning skills; detail-oriented and able to balance competing priorities Competent writer; able to create detailed emails, reports or process documents for leadership review Ability to manage ambiguity and competing priorities Positive contributor to the team culture with empathy, teamwork and giving back
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to benefit clients, communities and our employees. We offer attractive and comprehensive employee benefits and opportunities to grow within the firm. There is also potential to move within the business for those who demonstrate passion and grit.
For more information about Morgan Stanley offices globally, please visit the official site: https://www.morganstanley.com/about-us/global-offices
Expected base pay for this role is between $110,000 and $190,000 per year at start. Base pay is determined on an individualized basis and is part of total compensation, which may include commissions, incentives, discretionary bonuses, and other Morgan Stanley benefit programs.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, gender identity or expression, 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.
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