Wealth Management Platforms, Workplace Salesforce Product Team, AVPDescription

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 to grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain that that there's no better investment a company can make than in its employees. People don't just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you'll be part of - our Morgan Stanley culture:

At Morgan Stanley, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.
We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.
Within Morgan Stanley, the Product team is responsible for a comprehensive B2B, B2C and B2B2C offering designed to help companies and their employees meet their financial goals, through trusted and modern workplace financial digital solutions, including Equity Edge Online by Morgan Stanley, ETrade.com, Shareworks by Morgan Stanley, and more. The product team spans across the U.S, including NY, GA, UT, CA, and CO, and Internationally, including Canada and India.

Position Summary:

We are seeking an innovative, driven professional to join us as Assistant Vice President, Salesforce Product team within our Wealth Management Platforms team. You will become part of the B2B Salesforce Product team who are responsible for the B2B Operations product lifecycle within our Workplace Salesforce instance. The team is responsible for the smooth and efficient functioning of the product, including agile ceremonies, requirements gathering and working closely with business partners to uncover unmet needs. This individual will serve as the key subject matter expert for business and technical partners for our sales and client management experiences within Salesforce, and be responsible for developing a prioritized backlog that ensures we can meet business demand for our users within Salesforce.

Qualifications

Knowledge and Skills Required:

• Work experience as a Salesforce administrator; consulting experience and particularly process automation experience using Salesforce preferred.
• Bachelor's Degree in business, finance or related field/experience preferred
• 3-5 years of experience in Digital Product Management, Management Consulting or Strategy, within the Financial Services industry
• Previous experience working with large or multi-national companies helpful
• Sets and carries out objectives, and fosters a culture of performance, continuous improvement
• Excellent partnering skills; proven ability to collaborate with various levels of employees
• Proven ability to seamlessly navigate and shift between strategic thinking and tactical activities, understanding the linkage and impact between them
• Excellent analytical aptitude, sound judgment and experience with Excel / other data analysis tools
• Able to identify operational and strategic issues and proactively drive solutions
• Enjoys building initiatives from the ground-up and delivering on complex projects
• Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement
• Excellent communication skills and a proven ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively
• Self-starter with ability to lead new projects proactively and resourcefully
• Ability to thoughtfully utilize data/metrics to inform business decisions
• Detail oriented with strong organizational, analytical and written communication skills
• Flexible, team player with the ability to think creatively and strategically
• Expert proficiency with Excel, Word, Visio and PowerPoint required
• Experience managing the Salesforce integration of; Pardot, Salesforce to Salesforce connection an asset
• Positive contributor to our team's culture

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.