Jobs at Morgan Stanley

Client Engagement Analyst Job Description: With a focus on enhancing client satisfaction and engagement, Client Engagement Analyst drive forward the transformation of service delivery within the organization. Their efforts are pivotal in cultivating client relationships and leveraging the firm's resources for mutual benefit. This role demands a nuanced understanding of organizational policies, protocols, and competencies to effectively showcase the full range of services to clients. Duties and Responsibilities: Client Support: • Develop and enrich client relationships by actively communicating with clients, addressing their requests, resolving questions, providing recommendations, and ensuring the accuracy of important information and records • Recognize and aid in selecting Firm services and solutions that align with clients' needs, comprising banking products and services as well as secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Validate permission and confirm the authenticity of the client when handling their requests • Manage and sustain client accounts, including the acquisition of client information and required documentation, conducting financial transactions for demonstration • Assess client account alerts and implement necessary measures Other: • Engage with financial experts to develop a business roadmap and deliver on client servicing standards • Contribute to the team's marketing strategy by upkeeping marketing resources, such as online and social media platforms, and coordinating events and workshops for clients • Stay actively involved in relevant training sessions and educational initiatives that support the organization's strategic goals, personal advancement, and awareness of policies, protocols, and innovative platforms, while also making a commitment to attending designated monthly training calls for field service personnel • Carry out administrative tasks to aid Financial Advisors in their daily operations, such as managing phone calls, organizing business trips, scheduling client meetings, creating travel expense reports, and maintaining files and schedules • Take an active role in projects led by the local management team • Always be on the lookout for opportunities to utilize company resources for peer sharing and collaborating with Financial Advisors Formal education, direct experience, intelligence, and competences are all pivotal components in a person's skillfulness: Education and/or Experience: • High School Diploma/Equivalency • College degree preferred • Industry knowledge is a valuable asset • Intent to acquire Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) paired with Series 65 (RA) credentials Knowledge/Skills: • Proficiency in computer technology and adept at utilizing Microsoft Office applications effectively • Remarkable skills in written communication, client interactions, and service delivery • Demonstrates a commitment to precision, showcasing superior organizational talents and adeptness at task prioritization • Capable of collaborating effectively with peers and contributing to group success • Capability to thrive in a rapidly changing and dynamic work setting • Goal-driven, self-propelled, and outcome-oriented Anticipated features of Morgan Stanley's service: Morgan Stanley provides opportunities to work with leading professionals in a supportive environment where employees are encouraged to excel. Our teams are known for their collaboration and innovative thinking, drawing on their diverse backgrounds for inspiration. We offer attractive benefits and perks to support our employees and their families throughout their careers, with opportunities for advancement for those who demonstrate dedication and determination. Morgan Stanley aims to establish and uphold a team with diverse experiences and backgrounds, while ensuring a consistent reflection of integrity and excellence. Consequently, our recruitment strategies are geared towards attracting and retaining the best talents from all talent pools. We strive to be the preferred employer for potential candidates.

Tech Project Manager (Finance)
Brokerage
Location : Alpharetta, GA (No relo)
Duration 6-18mth + (3 days /wk onsite)
Citizen/Green Card
Onsite Interview

Must have:
" Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform.
" Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
" Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience
" Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams.

About the Role:
" We are seeking a highly organized, technically fluent Technical Project Manager (TPM) to lead delivery across our digital platforms for financial advisors to evaluate, implement, and manage our bespoke investment solutions.
" This platform supports the full lifecycle from solution discovery and portfolio transition analysis to account opening, transactions, and performance reporting and integrates with multiple internal systems and databases.
" Internal personas are also users of this digital platform in helping to enhance and execute against the needs of clients throughout their journey with Parametric.
" This role has overall accountability for the technical project delivery roadmap across all dependencies.
" The individual in this role will closely collaborate with engineering teams, product managers, UX Designers, business analysts, business leaders, and other key stakeholders to facilitate alignment, identify and track dependencies, establish and lead critical cross-functional team meetings, manage action items and owners, and establish a culture of accountability.
" Through their leadership in this project management role, they will help the team successfully execute its ambitious roadmap, and be accountable for accurately tracking delivery dates, escalating blockers promptly as needed to address risks as they arise, and assist in communicating roadmap status to senior stakeholders across the firm.

Primary Responsibilities:
" Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams.
" Translate product roadmaps into executable project plans, milestones, dependencies, and resourcing forecasts.
" Meet business objectives by successfully designing, implementing, and guiding programs to completion.
" Drive quarterly PI Planning by cross-functional collaboration to establish the specific deliverables committed by the team in the upcoming quarter while noting critical risk and dependencies.
" Documenting all aspects of work and presenting progress to leadership and stakeholders.
" Proven ability to manage complex technology projects that include dependencies owned by senior leaders across the firm.
" Build and maintain strong relationships with senior stakeholders and share progress reports.
" Develop a program plan, including goals, scope, schedule, and resources.
" Align program objectives with the company's strategic goals and ensure consistency with organizational priorities.
" Establish project tasks and milestones.
" Assign responsibilities to team members.
" Monitor the progress of projects and make updates when necessary.
" Collaborate with vendors, contractors, and external partners to ensure they meet program objectives and deliverables.
" Identify and mitigate risks and issues impacting program delivery and ensure projects meet deadlines and budgets.
" Troubleshoot and resolve issues that arise during projects.
" Identify areas for improvement in project management practices
" Engage with program/process owners, stakeholders and business partners as necessary to communicate project objectives, strategy, tactics, and ongoing progress. Drive alignment and build trust with stakeholders.
" Facilitate and enhance the communication and process between IT and the business to establish software engineering priorities, work direction, and best practices; includes working with key stakeholders in the business, business analysts, and developers.
" Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities while maintaining strong business relationships.
" Effective balance member, business, and technical goals with available resources (this is really about resource allocation

Job Requirements:
" Bachelor's degree in related field required, or combination of equivalent work/education experience.
" A minimum of 10+ years of experience leading complex development and integration projects, strategy, Business Analysis or System analysis, preferably in the finance/asset management industry
" Excellent communication - both verbal and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
" Calm under pressure with competing priorities and hard deadlines
" Highly proactive problem-solver with strong escalation judgment
" Clear, confident communicator with both senior technical and business stakeholders
" Advanced experience working with Scaled Agile software development processes
" Demonstrated success leading and directing others to achieve measurable results.
" Ability to empathically understand and articulate user needs
" Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
" Comfort working with modern web architectures, APIs & microservices, Cloud-based infrastructure such as Azure and AWS, content management systems such as Sitecore and Adobe AEM
" Data & reporting platforms
" Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Teams, Miro/Lucid, Excel, SQL and Visio
" Understanding of analysis and artifact goals throughout the solution lifecycle
" Ability to learn quickly and work in a changing environment and under tight deadlines
" Ability to independently manage personal timelines and meet tight deadlines
" Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams

Highly Desired:
" Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform.
" Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
" Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience

Title : Scrum Master
End Client : Brokerage
Location: New York, NY 10004 (hybrid, 3 days onsite)
Duration : 12-18mth+
Visa : Citizen or Green Card
1 In-person Interview

Description Division:

• Wealth Management Technology About Us Brokerage is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
• We advise, originate, trade, manage and distribute capital for governments, institutions and individuals.
• 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.
• We provide you a superior foundation for building a professional career where you can learn, achieve and grow.

Technology/Role/Department:

• At Brokerage Technology is the key differentiator that ensures that we manage our global businesses and serve clients on a market leading platform that is resilient, safe, efficient, smart, fast and flexible.
• Technology redefines how we do business in global, complex and dynamic financial markets.
• We have a large number of award-winning technology platforms that help to propel our Firms businesses to be the top in the market.
• Our India technology teams are based in Mumbai and Bengaluru.
• We have built strong techno-functional teams which partner with our offices globally taking global ownership of systems and products.
• We have a vibrant and diverse mix of technologists working on different technologies and functional domains.
• There is a large focus on innovation, inclusion, giving back to the community and sharing knowledge.

Technology Delivery Management Profile:

• The Technology Delivery Management team is responsible for program management, project management and leading execution for various initiatives within MSWM.
• The team leads critical management efforts related to the complete lifecycle of the programs and projects.
• The team is well structured with right mapping of projects teams supporting multiple PAGs.
• The team closely interacts with the business to work on the project plan, determine the scope, secure the related funding, and work closely with the development teams to execute and deliver the projects.
• The team is also responsible for efficiently managing the project (both through Waterfall, Agile methodologies) and also carries out cross-team networking and interactions to remove impediments.

Position Description:

• We are seeking an experienced Scrum Master to support multiple projects and initiatives.
• As part of this role, the candidate is expected to actively have strong Scrum Master skills.
• The candidate will work closely with all the critical stakeholders to successfully steer towards successful project outcomes.
• The candidate will work on multiple technology projects/ work initiatives supporting the Wealth Management Business.
• The candidate will work with all the core development teams, other support teams, and drive efficient planning and execution.
• Understanding business demands will help in informed decisions in all areas of our team.
• The position offers an interesting mix of business and technical aspects.
• It is important to stress that strong interpersonal skills and team spirit are required in addition to the ability to proficiently deliver verbal and written communications.
• This is a team that works extensively with other IT members in all MSWM locations.
• This job demands strong work ethic and requires extensive hands-on, active participation.
• This candidate will be reporting to the Fleet Delivery Lead and work in collaboration with the Dev, QA and other PM/BA teams across global Brokerage offices.
• Candidate will be working on Firm priority programs and Business Reporting Applications and be responsible for program delivery, execution and support.
• Candidate should be able to work in a dynamic environment with limited or no supervision.
• Should be comfortable and manage time working with global team on multiple initiatives.
• Candidate will be able to extract, explore, mine and experiment with data to answer critical business problems and document data flow.

Responsibilities & Skills Required:

• The ideal candidate for this position will have at least 7+ years of program and project management experience with an ability to think tactically as well as strategically while coordinating cross functional teams in a matrixed environment.
• Demonstrated capabilities in successfully leading enterprise wide programs and projects.
• Experience Scrum Master with successful delivery experience.
• High degree of business acumen and technical competency; ability to balance and bridge technology and business needs; project and program management
• Management of core functions including business requirements elaboration, systems and process flow analysis, meeting critical milestones and deliverables that are time and scope bound.
• Collaboration across technology organization, providing sound business analysis, process and change leadership within a maturing, Agile PDLC framework.
• Develop and continually revise (in partnership with other teams where necessary) suitable processes and guidelines to ensure appropriate application development standards are available to guide all the participant teams.
• Provide thought leadership and recommendations to management based on best practices and experience working in a global and diverse environment.
• Build program and project status reporting aligned with enterprise project portfolios.
• Provide transparency to Senior Management with respect to Portfolio issues, risks and recommend/implement strategies for effective and efficient operations.
• Conduct project or program audits to ensure standards and scopes are being met and achieved.
• Responsible for maintaining and growing a body of knowledge that is accessible to all team members.
• Ensure information regarding any program and project related activities or issues are available and easily accessible.
• Communicate effectively and proactively with management ideas and recommendations for optimizing business operations, resources and fixed capacity.
• Demonstrated ability to manage multiple projects simultaneously and to resolve scheduling and other conflicts in order to meet all deadlines.
• Experience in working with agile lifecycle and/or tracking and process management tools, e.g. JIRA
• Identify and analyze opportunities and make tactical/strategic recommendations
• Deep skills in program management tools, including Microsoft Project, Access, Word, Excel, Visio, and SharePoint.
• Hands on project management approach that includes a proven track record of project/program execution Plan and conduct relevant meetings with key stakeholders.
• Self-motivated with exceptional oral and written communication skills, ability to communicate clearly and concisely

Desired Skills:

• Experience in working on Technology projects related to Financial Services domain.
• Knowledge of Wealth Management, Banking technology & related applications

Certified Scrum Master (CSM) certification

Title : VMware Systems Engineer

End Client :Brokerage

Location: Dallas, TX 75201 (3 days onsite)

Duration 12-18mth+

Visa: Citizen or GC

1 In-person Interview

Desc:

Bachelor's degree in computer science, information technology, computer programming, or similar

Design, implement, and maintain VMware vSphere virtualization infrastructure, including ESXi hosts (6.5+), vCenter Server, and vSAN

Configure and manage virtual networks, storage, and other virtualization components

Installation, configuration, administration Virtual Center Server, VMware View, Disaster Recovery, Plate Spin, vMotion, P2V, P2P, V2V, VMWare Update Manager

Monitor and troubleshoot VMware vSphere environment for performance and availability

Develop and maintain automation scripts for VMware vSphere environment

vCenter integration with AD, DNS, backup or any other applications

Experience in managing Red Hat RHEL Operating Systems

Good problem-solving, communication and collaboration skills.

Must have

Design, implement, and maintain VMware vSphere virtualization infrastructure, including ESXi hosts (6.5+), vCenter Server, and vSAN

Configure and manage virtual networks, storage, and other virtualization components

Installation, configuration, administration Virtual Center Server, VMware View, Disaster Recovery, Plate Spin, vMotion, P2V, P2P, V2V, VMWare Update Manager

Monitor and troubleshoot VMware vSphere environment for performance and availability

VMWare Certified Professional

Preference:

Experience in other virtualization technologies Kernel-based virtual machines (KVM), Red Hat OpenShift Virtualization (container-native virtualization)

Experience in container technologies Kubernetes

In-depth knowledge in Virtualization and Hypervisor security including hardening techniques for the virtualization platform to prevent attack threats

Experience in managing relationships with vendors.

Title : VMware Systems Engineer

End Client :Brokerage

Location: Dallas, TX 75201 (3 days onsite)

Duration 12-18mth+

Visa: Citizen or GC

1 In-person Interview

Desc:

· Bachelor's degree in computer science, information technology, computer programming, or similar

· Design, implement, and maintain VMware vSphere virtualization infrastructure, including ESXi hosts (6.5+), vCenter Server, and vSAN

· Configure and manage virtual networks, storage, and other virtualization components

· Installation, configuration, administration Virtual Center Server, VMware View, Disaster Recovery, Plate Spin, vMotion, P2V, P2P, V2V, VMWare Update Manager

· Monitor and troubleshoot VMware vSphere environment for performance and availability

· Develop and maintain automation scripts for VMware vSphere environment

· vCenter integration with AD, DNS, backup or any other applications

· Experience in managing Red Hat RHEL Operating Systems

· Good problem-solving, communication and collaboration skills.

Must have

· Design, implement, and maintain VMware vSphere virtualization infrastructure, including ESXi hosts (6.5+), vCenter Server, and vSAN

· Configure and manage virtual networks, storage, and other virtualization components

· Installation, configuration, administration Virtual Center Server, VMware View, Disaster Recovery, Plate Spin, vMotion, P2V, P2P, V2V, VMWare Update Manager

· Monitor and troubleshoot VMware vSphere environment for performance and availability

· VMWare Certified Professional

Preference:

· Experience in other virtualization technologies – Kernel-based virtual machines (KVM), Red Hat OpenShift Virtualization (container-native virtualization)

· Experience in container technologies – Kubernetes

· In-depth knowledge in Virtualization and Hypervisor security including hardening techniques for the virtualization platform to prevent attack threats

Experience in managing relationships with vendors.

Salesforce Developer w/ AI
Brokerage
Location : Alpharetta , GA -hybrid 3 days on site
Duration 6 -18mth+ Contract
USC and GC
1-2 In-person Interview

Must have:

• 5-7 years of relevant Salesforce development experience
• Experience in Lightning Web Components (LWC)
• Apex, Triggers, Lightning Web Components (LWC), Aura Components, and Flows
• Salesforce Agentforce including AI agents, autonomous actions, and prompt templates
• Data Cloud capabilities like data models, streams, segments, and identity resolution, is essential.
• Proficient in a modern OO language (preferably Java)
• must be able to lead requirement gathering sessions, drive discussions, and define requirements with our Product team.
• Strong Communication
• LinkedIn Profile

Extensive Salesforce and integration experience.

The ideal candidate should demonstrate hands-on proficiency in Apex, Triggers, Lightning Web Components (LWC), Aura Components, and Flows. Additionally, foundational knowledge of Salesforce Agentforce including AI agents, autonomous actions, and prompt templates as well as Data Cloud capabilities like data models, streams, segments, and identity resolution, is essential.

Strong independent debugging skills are a must, along with excellent communication abilities for collaborating with both technical and business teams. Candidates should be comfortable coordinating and guiding offshore resources. Finally, they must be able to lead requirement gathering sessions, drive discussions, and define requirements with our Product team.


5-7 years of relevant Salesforce development experience
MUST have experience in Lightning Web Components (LWC)
Must also have experience in Co-Pilot is a plus
Strong knowledge of AI is highly desirable
" Exposure to integrations experience with Salesforce, REST API, Connected APP, OAUTH Flows
" Proficient- Apex, Visualforce, triggers, objects, security model, etc.
" Proficient to Lightning, Lightning Components, Lightning Web Components
" Proficient to Salesforce OOO Workflow Rules, Process Builder and Visual Flows
" Proficient to Salesforce Content Management Content Version, Document and Distribution
" Proficient to Apex design pattern
" Experience with HTML, CSS, Java Script is a plus
" Proficient in a modern OO language (preferably Java)
" Experience in destructive testing methodologies and tools
" Proficient to a cloud computing platform and the associated automation patterns they provide
" Exposure to application of design patterns
" Exposure to CICD tool like Flosum will be plus point

Knowledge, Skills, Abilities and Competencies:
" Cultivates Innovation: Creating new and better ways for the organization to be successful
" Action Oriented: Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
" Collaborates: Building partnerships and working collaboratively with others to meet shared objectives
" Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
" Drives Results: Consistently achieving results, even under tough circumstances
" Interpersonal Savvy: Relating openly and comfortably with diverse groups of people
" Manages Ambiguity: Operating effectively, even when things are not certain or the way forward is not clear
" Optimizes Work Processes: Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement
" Self-Development: Actively seeking new ways to grow and be challenged using both formal and informal development channels
" Situational Adaptability: Adapting approach and demeanor in real time to match the shifting demands of different situations

Microsoft Azure / Office 365 Contractor - Brokerage
Location: Boston, MA 02109 (3 days onsite)
Duration 12-18mth+
Visa: Citizen Only
Interview : Last round In-person

Must have: Active LinkedIn Page


Basic Purpose:

• The Office /Azure contractor with expertise in SharePoint, TEAMs, federation and overall collaboration technology will be primarily responsible for integration of Office 365 applications among Client Vance and Brokerage and security around Office 365 and Azure tenant.
• The deliverables and responsibilities of the contractor is to provide Office 365 engineering / architecture expertise to contribute to the architecture, design, engineering and security.

Primary Responsibilities:

• Work on integration of Brokerage and Client Vance Office 365 tenants.
• Assist with completing migrations and updates to On Premise Hybrid Exchange infrastructure.
• Administration duties relating to Microsoft Exchange and Cisco IronPort infrastructure.
• Design, performance tuning, monitoring, capacity planning, integration, documentation and maintenance of teams and messaging platforms.
• Improve overall security for Office 365 and Azure tenant including but not limited to Conditional Access Policies, Microsoft Intra ID, Data Loss Prevention.
• Work with monitoring team for optimal monitoring of messaging environment.
• Collaborate with the Server and Azure teams and Brokerage help desk on quick resolution of issues pertaining to Office 365 applications.

Job Requirements:

• Excellent written and verbal communication skills.
• Excellent project management focus to meet required time lines.
• Good problem-solving skills, enthusiastic work approach and self-motivated.
• Ability to work within predefined guidelines pertaining to change control and compliance requirements
• Ability to work as part of a team and with others in all levels of the organization.

Experience:

• Bachelor's Degree in Computer Science or equivalent experience.
• Minimum of 5 years of experience in a Microsoft enterprise systems environment.
• Minimum of 5 years of experience with Active Directory, Microsoft Exchange, and Office 365
• Experience with migrating mailboxes between Exchange versions and Microsoft Azure/Office 365.
• Experience with Microsoft AD Connect, Microsoft Conditional Access Policies, and Azure related applications.
• Systems monitoring and management experience required
• Experience with Email security related product, CISCO IronPort, Proofpoint preferred
• Windows clustering and other HA technology
• Understanding of ITIL methodology

Tech Project Manager (Finance)
Brokerage
Location : Alpharetta, GA (No relo)
Duration 6-18mth + (3 days /wk onsite)
Citizen/Green Card
Onsite Interview

Must have:
" Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform.
" Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
" Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience
" Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams.

About the Role:
" We are seeking a highly organized, technically fluent Technical Project Manager (TPM) to lead delivery across our digital platforms for financial advisors to evaluate, implement, and manage our bespoke investment solutions.
" This platform supports the full lifecycle from solution discovery and portfolio transition analysis to account opening, transactions, and performance reporting and integrates with multiple internal systems and databases.
" Internal personas are also users of this digital platform in helping to enhance and execute against the needs of clients throughout their journey with Parametric.
" This role has overall accountability for the technical project delivery roadmap across all dependencies.
" The individual in this role will closely collaborate with engineering teams, product managers, UX Designers, business analysts, business leaders, and other key stakeholders to facilitate alignment, identify and track dependencies, establish and lead critical cross-functional team meetings, manage action items and owners, and establish a culture of accountability.
" Through their leadership in this project management role, they will help the team successfully execute its ambitious roadmap, and be accountable for accurately tracking delivery dates, escalating blockers promptly as needed to address risks as they arise, and assist in communicating roadmap status to senior stakeholders across the firm.

Primary Responsibilities:
" Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams.
" Translate product roadmaps into executable project plans, milestones, dependencies, and resourcing forecasts.
" Meet business objectives by successfully designing, implementing, and guiding programs to completion.
" Drive quarterly PI Planning by cross-functional collaboration to establish the specific deliverables committed by the team in the upcoming quarter while noting critical risk and dependencies.
" Documenting all aspects of work and presenting progress to leadership and stakeholders.
" Proven ability to manage complex technology projects that include dependencies owned by senior leaders across the firm.
" Build and maintain strong relationships with senior stakeholders and share progress reports.
" Develop a program plan, including goals, scope, schedule, and resources.
" Align program objectives with the company's strategic goals and ensure consistency with organizational priorities.
" Establish project tasks and milestones.
" Assign responsibilities to team members.
" Monitor the progress of projects and make updates when necessary.
" Collaborate with vendors, contractors, and external partners to ensure they meet program objectives and deliverables.
" Identify and mitigate risks and issues impacting program delivery and ensure projects meet deadlines and budgets.
" Troubleshoot and resolve issues that arise during projects.
" Identify areas for improvement in project management practices
" Engage with program/process owners, stakeholders and business partners as necessary to communicate project objectives, strategy, tactics, and ongoing progress. Drive alignment and build trust with stakeholders.
" Facilitate and enhance the communication and process between IT and the business to establish software engineering priorities, work direction, and best practices; includes working with key stakeholders in the business, business analysts, and developers.
" Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities while maintaining strong business relationships.
" Effective balance member, business, and technical goals with available resources (this is really about resource allocation

Job Requirements:
" Bachelor's degree in related field required, or combination of equivalent work/education experience.
" A minimum of 10+ years of experience leading complex development and integration projects, strategy, Business Analysis or System analysis, preferably in the finance/asset management industry
" Excellent communication - both verbal and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
" Calm under pressure with competing priorities and hard deadlines
" Highly proactive problem-solver with strong escalation judgment
" Clear, confident communicator with both senior technical and business stakeholders
" Advanced experience working with Scaled Agile software development processes
" Demonstrated success leading and directing others to achieve measurable results.
" Ability to empathically understand and articulate user needs
" Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
" Comfort working with modern web architectures, APIs & microservices, Cloud-based infrastructure such as Azure and AWS, content management systems such as Sitecore and Adobe AEM
" Data & reporting platforms
" Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Teams, Miro/Lucid, Excel, SQL and Visio
" Understanding of analysis and artifact goals throughout the solution lifecycle
" Ability to learn quickly and work in a changing environment and under tight deadlines
" Ability to independently manage personal timelines and meet tight deadlines
" Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams

Highly Desired:
" Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform.
" Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
" Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience