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Director Operations, Estate

Morgan Stanley

This is a Contract position in Reading, PA posted September 1, 2021.

SUMMARY This leadership role is part of the Estate team within Operations and offers a unique opportunity to work in a critical function of Morgan Stanley/ETRADE Financial.

The role is dynamic and requires continuous interaction with internal stakeholders as well as the Retirement and Cost Basis department.

RESPONSIBILITIES Effectively manage operations analysts by helping develop their skillsets and foster a positive, inclusive culture that retains top talent.

Recruit and recognize high performing individuals with evidenced competencies essential to success in their role.

Ensure team’s satisfactory performance against agreed Service Level Agreements (SLAs), Key performance Indicators (KPIs) and take appropriate steps to address and meet changing client and industry trends.

Take ownership of oversight of risk controls within the team, ensuring they are complete, timely, and accurate.

Escalate operational, regulatory and other risks to senior management and concerned departments.

Provide direction, oversight, advice and guidance to direct reports and functional teams within own area of responsibility to create and foster an environment of continuous improvement.

Partner with the relevant internal functions to scope, define and implement large scale change projects to deliver sustainable process and performance improvement.

Maintain business continuity by ensuring adequate training and effective testing to ensure the company is sufficiently protected in disaster recovery/emergency situations.

Build strong relationships with key stakeholders in order to create highly collaborative partnerships.

Qualifications Basic Bachelor’s Degree or an equivalent combination of education, training and experience (2 years of work experience can substitute for a Bachelor’s Degree).

Minimum 1 year of financial service operations management experience.

Preferred Brokerage, retirement, estate and beneficiary services experience.

Exposure to: Small Estate Affidavit Legal probate & Estate documents Transfer on Death Beneficiary Cost Basis Date of Death Inheritance Step Up Trust Agreements Experience in a leadership role and able to work in virtual global teams within a matrix organization.

Excellent strategic agility, communication, influencing and presentation skills.

Ability to work in fast paced environment, keep pace with technical/operational innovation and maintain a broad understanding of the business offering.

Open-minded, goal-oriented and a can-do attitude.

Project management skills.

Ability to identify key results and critical solutions that support position objectives.

Ability to work on multiple projects simultaneously with little or no supervision/ direction.

Ability to present concepts and gain support at the senior level of the organization.

Strong prioritization skills and ability to adapt to change.

Proven organizational skills with attention to detail.

Strong computer skills (Word, Excel, Access, etc.).

Experience with SQL or Tableau.

Strong analytical skills including ability to research, schedule, analyze and present findings.