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Wealth Management Finance - Financial Control Group

Company: Morgan Stanley
Location: Purchase
Posted on: January 15, 2022

Job Description:

Job Number: - -3191834Posting Date: - -Dec 20, 2021Primary Location: - -Americas-United States of America-New York-PurchaseEducation Level: - -Bachelor's DegreeJob: - -FinanceEmployment Type: - -Full TimeJob Level: - -Vice President -DescriptionMorgan 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.
The Financial Control Group (FCG) is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. FCG prepares external financial reports for public filings and regulators. For internal reporting FCG, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organization's financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. FCG is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups and Valuation Review.
This particular role will a supervisory role within FCGs Project Management Team, whose main function is to identify inefficiencies in everyday practice and implement automated solutions. In addition to this, the candidate will play an integral role in implementing Financial Advisor Compensation on an annual basis.
We're looking for a seasoned Product Owner to:

Lead human centered design thinking efforts amongst your team that help define and refine requirements presented to you by senior stakeholders to identify plausible solutions.Map out the current state identifying pain points and improvement opportunitiesPartner with the Office of Business Management (OBM) to research and identify the needs of Financial Advisors and their Compensation Plans.Enable the agile delivery process by leading the product development process in close coordination with Designers, Business Analysts and Tech Engineers.Manage a team of three Product Owners to prioritize requirements and provide timely updates to management on the progress of resolution.Define and track KPIs -aligned for the purpose of strategic initiatives for FCG and OBMDrive continuous incremental improvement of these processesEducate the team in the business domain
QualificationsEducation: BS/ BA Accounting/ Finance or related Work ExperienceIdeally 5-6 years experience in Wealth Management, preferable in a similar role.Strong leadership and organization skills with analytical, problem-solving, communication and interpersonal skills.Collaborative approach with an appetite to be hands-on with day to day activities.Project Management and Product Development experience: can manage deadlines and multiple stakeholdersExperience in Agile with expectation to participate in backlog grooming, sprint planning and daily standupsMethodological, concise, and accurate working style with a strong attention to detail and the ability to analyze product risk and regulatory issuesExperience in developing and tracking KPIs with the expectation to present to senior management on a weekly basis.Proficient with data, and ideally some experience with Dataiku, Tableau or Business Objects.

Keywords: Morgan Stanley, New Rochelle , Wealth Management Finance - Financial Control Group, Executive , Purchase, New York

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