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Executive Director & Head – Client Billing
| Company | Morgan Stanley |
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| Location | Boston, MA, USA |
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| Salary | $225000 – $300000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Expert or higher |
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Requirements
- 10+ years’ experience with relevant billing experience; asset management experience preferred
- Track record of successfully managing high performing teams
- Experience implementing and maintaining a strong control framework that enables efficiency and growth
- A collaborative change driver with a sense of urgency and comfortable challenging the status quo
- Strong work ethic and interest in improving business, technical, and operational processes
- Inquisitive, creative thinker who is motivated to learn and driven to achieve exceptional results
- Demonstrated track record of effective partnership with business, technology, and operations
- Strong organizational skills, ability to manage multiple projects simultaneously under pressure, strong ability to influence cross functionally
- Attention to detail, high level of initiative, resourcefulness, and ability to demonstrate good business judgment
- Self-motivated, goal-oriented, fast learning, adaptable team player
- Excellent oral and written communication skills
- Ability to make connections across multiple data sources
- Bachelor’s degree
Responsibilities
- Oversee the confirmation of fee attributes, calculation of billing fees, and aggregation of billing elements (both internal & external)
- Manage a multi-faceted team that covers institutional (custom) and retail billing across multiple business lines
- Drive change management and focus on process improvement and automation
- Build out a target architecture for end-to-end billing that supports long-term stability and enables business growth
- Ensure critical client deliverables are produced with completeness, accuracy, and timeliness
- Collaborate with key organizational partners (client relationship management, contract specialists, legal, risk, compliance, and finance)
- Develop reporting & analysis, ensuring and maintaining policies & procedures, and building/implementing a robust training program
Preferred Qualifications
- Experience with digital tooling, data visualization, and/or billing systems preferred
