**Employment Type**:
- Full time
**Job Level**:
- Vice President
**Posted Date**:
- Feb 12, 2025
**About The Firm**
Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals.
**About The Role**
The Business Manager will lead and oversee Client Service Managers (CSMs) and business support staff across NSW and QLD, with responsibilities spanning people and business strategy, operational and compliance tasks, and change/project management. This role will involve collaborating with senior stakeholders, including financial advisors, product managers and senior management, to drive operational efficiency and maintain high client and business service standards.
**Key Responsibilities**
- Lead, manage and develop CSMs including hiring, training, and performance evaluations
- Help lead firmwide strategy and change programs
- Develop expertise in MSWM Australia platforms, products, and processes across domestic and international markets
- Resolve escalations and issue management
- Work collaboratively with other state business managers, sharing best practices
- Oversee onboarding, offboarding and entitlement management for financial advisors and CSMs
- Ensure efficient leave management for the branch
- Prepare branch reporting and contribute to process development to drive efficiencies
- Manage FA remuneration queries, ensuring accurate monthly reporting to finance
- Support compliance surveillance processes and staff trade review/approvals
- Address operational, risk and compliance issues, ensuring timely resolution
- Build and maintain relationships with internal teams and third party providers
- Assist with audit processes and ad-hoc projects as needed
**Skills & Competencies**
- People Management: Strong leadership with experience in team development and active performance management
- Technical Expertise: Solid understanding of financial advice processes and wealth management products
- Attention to detail: High accuracy and strong organisational skills, with ability to mobilise workforce to deliver on multiple programs concurrently
- Decision-making: Strong judgement, prioritisation and problem-solving capabilities
- Proactivity: Resourceful and able to manage workflow and escalate issues as necessary
**Qualifications/ Experience Required**
**_ Qualifications_**
- Finance, Business or Management focused degree preferable but not essential
- Recognised industry studies preferred
**_ Experience_**
- Experience within a similar role
- Experience managing large teams and coordinating an office
- Experience within wealth management, financial planning and/or financial markets more broadly
**Equal Opportunity Statement**
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
**WHAT YOU CAN EXPECT FROM MORGAN STANLEY**:
- We're committed to bringing passion and customer focus to the business._
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.