ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The operations department ensures that the operations focused production processes at Parametric are complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include supervising, organizing and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible.
GENERAL DESCRIPTION
This position will be a senior presence for operations within the cross-functional Alpharetta office. The ideal candidate will have the ability to support staff, collect feedback, effect change, and create culture.
This role will also work within the Client Operations organization, helping with client facing operational support including account updates, contact management, proxy voting setup, ADV mailing, and custodian configuration. This leader must feel comfortable with always demonstrating best practices in work, managing expectations and accountability, and work closely with other department heads to ensure that deliverables are met.
PRIMARY RESPONSIBILITIES
- Demonstrates strong leadership and supervisory skills for cross functional teams in the Alpharetta office
- Functional ownership could include, but is not necessarily limited to, applying client account updates, managing client contacts, proxy voting, ADV mailing, and custodian configuration
- Resolves issues quickly with a sense of urgency; ability to see the forest through the trees and be able to see and understand downstream effects/risks, especially when reviewing large sets of data.
- Coaches and mentors' staff; ensures that the department is adequately staffed on a day-to-day basis, and that all employees are trained, and cross-trained as needed
- Must be able to delegate or allocate workloads appropriately across the team.
- Reviews and recommends new methods and procedures to make daily operations in the department more efficient/effective.
- Point of escalation for internal and external clients
- Manages and identifies challenge areas and executes plans for improvement.
- Implements changes and new processes in the department.
- Communicates with other managers, directors, external and internal staff to coordinate new initiatives or to address client needs.
- Responsible for allocating department resources, hiring staff and performance reviews.
- Defines business requirements related to technology needs for both internal and external vendors.
PRIMARY SKILLS
- Bachelor's (4yr) degree w/ concentration in finance or accounting
- 7+ years' experience in Financial Services
- At least two years leading and managing people
- Proven experience as a leader
- Strong project management skills
- Well organized, self-starter with the ability to analyze information and support the staff.
- Ability to plan, prioritize, and meet tight deadlines.
- Exceptional written and verbal communication skills
- Must be proficient in MS Outlook and handle large volumes of email correspondence.
- Ability to function successfully in ambiguous conditions.
- Prior experience with billing operations, account maintenance, and / or client activities a plus
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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, sex stereotype, gender, gender identity or expression, transgender, 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).