Operations Supervisor – Parametric
| Company | Morgan Stanley |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelors (4 year) degree with concentration in finance or accounting preferred
- 5 + years previous work experience in the financial services industry
- 2+ years of management or leadership experience
- Experience with RIA community, separate accounts, UMAs, tax-efficient products and indexing a plus
- Strong relationship building skills
- Ability to manage through change
- Excellent communication skills – in writing/oral with internal/external partners
- Thorough knowledge of MS Outlook, PowerPoint and Excel
- Strong ability to learn new applications
- Exhibits clear project management skills; managing deadlines, keeping stakeholders informed, anticipating roadblocks, preparing back-up plans, etc.
- Proven track record as a successful leader
Responsibilities
- Lead and mentor analysts and associates on the Oversight team
- Provide regular feedback on quality expectations and lead quality improvement initiatives
- Help team with day-to-day workflow, identify activities for escalation and prioritization
- Serve as escalation point for the team and intradepartmental requests
- Become a primary escalation contact for new and existing relationships
- Lead team meetings, team projects and initiatives
- Attend project meetings as a team representative
- Proactively seek opportunities to improve team processes to reduce risk and improve efficiencies
- Interview and hire team members
- Build out procedures and training materials
- Establish a comprehensive understanding of risk management as it applies to the organization and the role of team processes
- Serve as a knowledge expert among peers and other departments
Preferred Qualifications
- Experience with RIA community, separate accounts, UMAs, tax-efficient products and indexing a plus