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About the Role

The Wealth Management (WM) Chief Data Office (CDO) supports a global team in achieving its risk objectives and demonstrating value to Morgan Stanley. This role manages a team responsible for client and financial advisor engagement on cybersecurity and fraud, and supports the Chief Data Officer with administrative and operational tasks including budgeting, resourcing, space management, talent development, and special projects.

Responsibilities

Oversee a team coordinating engagements between WM CDO Subject Matter Experts with High Net Worth clients/prospects and financial advisors for business development or incident response.
Manage administrative staff supporting WM CDO Managing Directors with scheduling, travel, and expense management.
Manage WM CDO’s overall non-comp budget (e.g., consulting, travel, training).
Support hiring managers in recruitment activities and provide leadership with hiring pipeline and key personnel data insights.
Ensure new hires understand the WM CDO mission/vision and their role in advancing it.
Facilitate touchpoints, communications, and initiatives to ensure team members drive toward shared objectives (e.g., Monthly All Hands Series, Quarterly New Joiners Series, Bi-Monthly Newsletter, annual goal setting).
Work with SMEs and content producers to maintain and disseminate educational and marketing materials to help clients/prospects and advisors reduce data security and/or fraud risk.
Maintain team-related documentation, such as organizational charts, onboarding curriculum, and job descriptions.
Drive WM CDO’s mentorship program to help team members grow their network and achieve career goals.

Requirements

Bachelor’s degree
7-12 years of relevant experience
Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization
A strong customer service orientation
Prior management experience
Exceptional critical thinking, problem-solving, and research skills
Ability to independently execute on multiple, simultaneous workstreams and exhibit strong attention to detail
Expertise in office productivity software, data analysis, and collaboration tools
Prior business development or client engagement responsibilities
Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology

Skills

Cybersecurity
Fraud
Data Risk Management
Budget Management
Hiring and Recruitment Support
Talent Development
Mentorship Programs
Communication
Customer Service
Critical Thinking
Problem-Solving
Research
Attention to Detail
Office Productivity Software
Data Analysis
Collaboration Tools
Business Development
Client Engagement
Financial Services Industry Knowledge

Location

Global

Work Type

Full-time

Experience Level

7-12 years

Education Level

Bachelor's degree

Salary/Compensations

$110,000 - $190,000 per year

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Short and long-term incentive packages
Morgan Stanley sponsored benefit programs
Support for employees and their families
Comprehensive employee benefits and perks

About the Company

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
We have been in business for 90 years.
Our values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
We operate in 1,200 offices across 42 countries.
We offer an environment where employees are supported and empowered.
Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
There is ample opportunity to move about the business for those who show passion and grit in their work.

Equal Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.