CIS PMO - Program Manager - Middle Office / OCIO Branch

Company: CTI Education Group
Location: New York
Posted on: February 25, 2021

Job Description:

Job Description Job Number: 3165112 Posting Date : Feb 1, 2021 Primary Location : Americas-United States of America-New York-New York Education Level : Bachelor's Degree Job : Project Management Employment Type : Full Time Job Level : Vice President Description 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. As a member of the CIS PMO, this individual will provide program management support for the build out of a new business unit, Institutional Infrastructure Solutions (IIS). IIS aims to provide world-class service to Morgan Stanley's institutional clients including Multi-Family Offices and the Graystone business through partnerships with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management CIO, the client's MS Financial Advisor, and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting. This individual will also provide program management support for initiatives within the Digital Client Experience and Platforms (e.g. online planning tools, Morgan Stanley at Work digital journey, etc.).-- This role will coordinate across a multi-disciplinary team with a key focus on roadmap creation, program delivery, risk monitoring, scope management, and management reporting. The individual will collaborate with partners in the business, technology and risk and control functions. Key responsibilities will include but will not be limited to the following:
--- Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project
--- Provide transparency to stakeholders into progress towards project goals
--- Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
--- Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
--- Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control--
-- Qualifications Skills Required:
--- Proven ability to manage delivery/execution of a wide range of tasks and initiatives--
--- Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders
--- Ability to lead and influence cross-functional teams where there is no direct reporting chain
--- Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
--- Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management
--- Independent self-starter who can manage multiple activities to aggressive deadlines--
--- Eagerness to learn the business and understand detailed requirements--
--- Familiar with SDLC processes (e.g., Waterfall) and Agile Methodology
--- Experience working with cross functional teams, including Operations, Technology, Legal, Risk and Compliance.
--- Highly skilled in Microsoft Excel, PowerPoint, Word, Project, Visio, and SharePoint
--- Experience in Operations, fund services, Qualifications:
--- BS/BA degree required. Advanced degrees a plus.
--- A minimum of 6-8 years of professional experience in project management, product management or technology
--- Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting
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Keywords: CTI Education Group, New York , CIS PMO - Program Manager - Middle Office / OCIO Branch, Executive , New York, New York