Settlements Project Manager- Wealth Management Operations
Join the prestigious Morgan Stanley team as a Settlements Project Manager in our Wealth Management Operations department. This role offers the opportunity to lead and oversee important projects that impact our clients' financial well-being. As a Settlements Project Manager, you will work closely with various teams to ensure the timely and accurate execution of settlements for our clients' investment transactions. We are seeking a driven and detail-oriented individual with a strong understanding of wealth management operations and project management experience. If you are passionate about delivering exceptional service and have a keen eye for process improvement, we want to hear from you.
- Lead and oversee important projects related to settlements for Morgan Stanley's clients, ensuring their financial well-being is prioritized.
- Collaborate with various teams to ensure the timely and accurate execution of settlements for investment transactions.
- Develop and implement efficient and effective settlement processes to improve overall client satisfaction.
- Monitor and manage project timelines and deliverables to ensure projects are completed within the set deadlines.
- Identify potential risks and issues that may impact settlement processes and work with teams to develop solutions and contingency plans.
- Provide regular updates to senior management on project status, risks, and issues.
- Conduct thorough analysis and review of settlement processes to identify areas for improvement and implement necessary changes.
- Train and mentor team members on settlement processes and procedures to ensure consistency and accuracy.
- Stay updated on industry trends and regulations related to settlements and incorporate them into the project management process.
- Foster a culture of continuous improvement by regularly seeking feedback and implementing best practices to enhance the overall settlement process.
- Collaborate with cross-functional teams to ensure seamless integration and implementation of new systems and processes related to settlements.
- Uphold Morgan Stanley's reputation for exceptional service by ensuring all settlements are executed accurately and in a timely manner.
Experience In Wealth Management Operations: The Ideal Candidate Should Have A Strong Background In Wealth Management Operations, With A Thorough Understanding Of The Processes, Systems, And Regulations Involved In This Area.
Project Management Skills: The Candidate Should Have A Proven Track Record Of Successfully Managing Projects In The Financial Services Industry, With A Focus On Settlements And Trade Processing.
Knowledge Of Industry Regulations: As A Settlements Project Manager, The Candidate Will Be Responsible For Ensuring Compliance With Various Industry Regulations, Such As Sec, Finra, And Occ. Therefore, Knowledge Of These Regulations Is A Must.
Strong Communication And Interpersonal Skills: The Candidate Should Have Excellent Communication And Interpersonal Skills, As The Role Requires Working Closely With Various Stakeholders, Including Clients, Internal Teams, And External Vendors.
Attention To Detail: Settling Trades And Managing Settlements Processes Requires A High Level Of Attention To Detail, As Even The Smallest Error Can Have Significant Consequences. The Ideal Candidate Should Possess A Keen Eye For Detail And Be Able To Identify And Resolve Potential Issues Proactively.
Budgeting
Risk Management
Financial Analysis
Project Management
Communication
Problem Solving
Negotiation
Compliance
Team Leadership
wealth management
Stakeholder management
Operations
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Settlements Project Manager- Wealth Management Operations in Baltimore, MD, USA is $70,000-$110,000 per year. This may vary depending on the specific company, experience level, and job responsibilities.
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Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.
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