We’re seeking someone to join our team as an EDD Operations Quality, Standards Training Program Director in Wealth Management Operations to provide support as part of the centralized Quality, Standards Training program within the EDD Operations organization. This position will identify opportunities and implement improvements to streamline processes related to Quality, Standards and Training and focus on program design an

d execution.

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 a Team Specialist position at Director 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:

-Support EDD Operations Quality, Standards Training lead with program design and build out, including development of proper controls
-Investigate, identify issues, impacts and trends to improve QC/QA findings, processes, procedures and training
-Work with Program Lead to conduct root cause analysis with appropriate stakeholders on Source of Wealth, Screenings, and other program elements that have the highest percentage of QC/QA findings
-Identify opportunities and implement improvements to streamline processes
-Participate in change management process to drive key quality enhancements
-Manage issues and actions relating to key quality themes
-Partner with training and procedures teams to provide subject matter expertise and enhance learning around key themes such as source of wealth and screening
-Responsible for escalating enhancement initiatives that are not being completed timely
-Support EDD Operations Quality management with policy and procedure development and revisions
-Assist in developing role-based training plans
-Create and/or edit training materials such as new hire onboarding, refresher trainings, systems training, etc. in partnership with key stakeholders and ensuring proper approvals are obtained
-Serve as a subject matter expert in functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
-Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognise risks and draw out key issues

#LI-AC1

We’re seeking someone to join our team as an EDD Operations Quality, Standards Training Program Director in Wealth Management Operations to provide support as part of the centralized Quality, Standards Training program within the EDD Operations organization. This position will identify opportunities and implement improvements to streamline processes related to Quality, Standards and Training and focus on program design an

d execution.

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 a Team Specialist position at Director 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:

-Support EDD Operations Quality, Standards Training lead with program design and build out, including development of proper controls
-Investigate, identify issues, impacts and trends to improve QC/QA findings, processes, procedures and training
-Work with Program Lead to conduct root cause analysis with appropriate stakeholders on Source of Wealth, Screenings, and other program elements that have the highest percentage of QC/QA findings
-Identify opportunities and implement improvements to streamline processes
-Participate in change management process to drive key quality enhancements
-Manage issues and actions relating to key quality themes
-Partner with training and procedures teams to provide subject matter expertise and enhance learning around key themes such as source of wealth and screening
-Responsible for escalating enhancement initiatives that are not being completed timely
-Support EDD Operations Quality management with policy and procedure development and revisions
-Assist in developing role-based training plans
-Create and/or edit training materials such as new hire onboarding, refresher trainings, systems training, etc. in partnership with key stakeholders and ensuring proper approvals are obtained
-Serve as a subject matter expert in functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
-Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognise risks and draw out key issues

#LI-AC1

What you’ll bring to the role:
-Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
-Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
-Ability to operate independently across the majority of day-to-day responsibilities
-Culture carrier across Operations, embracing the Firm's core values and acting as a role model
-Strong interpersonal skills and ability to communicate effectively both verbally and in writing
-Strong time management skills and ability to set own schedule without falling behind on tasks.
-Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced changing environment both independently collaboratively
-Distill complex ideas and concepts into actionable items
-Ability to handle highly confidential information with appropriate discretion
-Develop internal relationships, influence stakeholders, and build consensus
-Ability to take initiative and thrive in a collaborative, team environment.
-Ability to handle highly confidential information with appropriate discretion
-At least 4 years’ relevant experience would generally be expected to find the skills required for this role
-Certified Anti-Money Laundering Specialist (CAMS) designation is a plus.

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

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).
Expected base pay rates for the role will be between $85,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. #LI-AC1

What you’ll bring to the role:
-Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
-Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
-Ability to operate independently across the majority of day-to-day responsibilities
-Culture carrier across Operations, embracing the Firm's core values and acting as a role model
-Strong interpersonal skills and ability to communicate effectively both verbally and in writing
-Strong time management skills and ability to set own schedule without falling behind on tasks.
-Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced changing environment both independently collaboratively
-Distill complex ideas and concepts into actionable items
-Ability to handle highly confidential information with appropriate discretion
-Develop internal relationships, influence stakeholders, and build consensus
-Ability to take initiative and thrive in a collaborative, team environment.
-Ability to handle highly confidential information with appropriate discretion
-At least 4 years’ relevant experience would generally be expected to find the skills required for this role
-Certified Anti-Money Laundering Specialist (CAMS) designation is a plus.

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

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).
Expected base pay rates for the role will be between $85,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. #LI-AC1