Morgan Stanley
Residential Mortgage Vice President, Project Manager
Morgan Stanley, New York, NY
Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management, and Institutional Securities. The Wealth Management Division includes one of the world's largest networks of Financial Advisors, with client assets of more than $2 trillion and almost 16,000 Financial Advisors. In addition to comprehensive financial services, which include brokerage, advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley's Wealth Management Division has developed key lending and cash management capabilities, through its Private Banking Group.
Morgan Stanley Home Loans, a division of MSPBNA, is looking for the best of the best to provide premier mortgage services to our clients. The Home Loans Executive Director of Change Management is currently seeking a Vice President - Project Manager candidate who will be a member of our Home Loans Change Management team.
The ideal candidate has experience in various Project Management/Business Analysis functions and can collaborate with Residential Mortgage functional partners.
Primary Responsibilities:
• Drive end to end project management, demonstrating ownership and accountability of the entire process.
• Consult with business partners to clarify, define, and document business requirements for systemic and process change enhancements.
• Drive engagement with key business partners/stakeholders to assure compliance with established policies and standards and receipt of required approvals.
• Consult with business partners to clarify, define, and document project objectives, deliverables as well as identifying key stakeholders and project participants.
• Develop and refine detailed project plans, document key milestones, owners, and target dates, highlight dependencies where appropriate - provide full transparency to the project team and stakeholders.
• Develop effective and meaningful presentations & project update materials suitable for stakeholders, business partners and project participants regarding overall project progress and recommendations/decisions.
• Identify, document, clearly organize and manage project risks/issues through resolution, escalating as appropriate with ability to articulate effectively.
• Engage and hold accountable all project participants based upon defined roles and responsibilities. Facilitate and actively participate in meetings and discussions.
• Schedule meetings, prepare agendas, have a clear purpose, and distribute meeting documentation in advance to enable preparation and participation of key meeting participants.
• Distribute meetings summaries and list of actions, holding individuals accountable for completion. Make project level and key decision is applicable.
Qualifications:
Preferred Experience
• 3+ year of program and project management experience
• 3-5+ years of Mortgage Industry experience
• BS/BA or equivalent preferred
• Private Bank experience (preferred)
• Must have the ability to build consensus across team
• Working knowledge of Loan Origination Systems (LOS)
• Experience working with cross-functional team
• Must have excellent teamwork orientation and the ability to work independently in a fast-moving environment
• Strong Computer skills necessary; Proficient with Microsoft Project, PowerPoint, excel and Visio.
• Strong organization and time management capabilities. Demonstrated ability to communicate effectively to multiple levels of management, both written and verbal
• Strong proficiency with project management methodology and the project management lifecycle
• Demonstrate excellent problem-solving skills with ability to turn findings into strategic recommendation/suggestions.
• Superior ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions, creative thinker and strategic mindset.
• Proven ability to lead, challenge, adapt to changing business landscapes and influence without having positional authority.
• Excellent working knowledge of operations and risk concepts and the ability to interpret and understand the impact of decisions, as well as identify and convey potential problem areas.
Skills:
• Ability to build and maintain strong relationships with business users and risk partner
• Ability to create clear and concise communications using strong analytic and writing skill
• Ability to create executive summaries and issues/risks summarie
• Strong presentation skills for a senior audience
• Confident, initiative-taking, and independent initiative-taker
• Proven history to work across organizational boundarie
• Adept at working in a fast-paced, high-energy environment
• Strong analytical capabilities and problem solving
• Strong organizational skill
• Solid follow-up and follow through
• Excellent attention to detail
Expected base pay rates for the role will be between $120,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
Morgan Stanley Home Loans, a division of MSPBNA, is looking for the best of the best to provide premier mortgage services to our clients. The Home Loans Executive Director of Change Management is currently seeking a Vice President - Project Manager candidate who will be a member of our Home Loans Change Management team.
The ideal candidate has experience in various Project Management/Business Analysis functions and can collaborate with Residential Mortgage functional partners.
Primary Responsibilities:
• Drive end to end project management, demonstrating ownership and accountability of the entire process.
• Consult with business partners to clarify, define, and document business requirements for systemic and process change enhancements.
• Drive engagement with key business partners/stakeholders to assure compliance with established policies and standards and receipt of required approvals.
• Consult with business partners to clarify, define, and document project objectives, deliverables as well as identifying key stakeholders and project participants.
• Develop and refine detailed project plans, document key milestones, owners, and target dates, highlight dependencies where appropriate - provide full transparency to the project team and stakeholders.
• Develop effective and meaningful presentations & project update materials suitable for stakeholders, business partners and project participants regarding overall project progress and recommendations/decisions.
• Identify, document, clearly organize and manage project risks/issues through resolution, escalating as appropriate with ability to articulate effectively.
• Engage and hold accountable all project participants based upon defined roles and responsibilities. Facilitate and actively participate in meetings and discussions.
• Schedule meetings, prepare agendas, have a clear purpose, and distribute meeting documentation in advance to enable preparation and participation of key meeting participants.
• Distribute meetings summaries and list of actions, holding individuals accountable for completion. Make project level and key decision is applicable.
Qualifications:
Preferred Experience
• 3+ year of program and project management experience
• 3-5+ years of Mortgage Industry experience
• BS/BA or equivalent preferred
• Private Bank experience (preferred)
• Must have the ability to build consensus across team
• Working knowledge of Loan Origination Systems (LOS)
• Experience working with cross-functional team
• Must have excellent teamwork orientation and the ability to work independently in a fast-moving environment
• Strong Computer skills necessary; Proficient with Microsoft Project, PowerPoint, excel and Visio.
• Strong organization and time management capabilities. Demonstrated ability to communicate effectively to multiple levels of management, both written and verbal
• Strong proficiency with project management methodology and the project management lifecycle
• Demonstrate excellent problem-solving skills with ability to turn findings into strategic recommendation/suggestions.
• Superior ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions, creative thinker and strategic mindset.
• Proven ability to lead, challenge, adapt to changing business landscapes and influence without having positional authority.
• Excellent working knowledge of operations and risk concepts and the ability to interpret and understand the impact of decisions, as well as identify and convey potential problem areas.
Skills:
• Ability to build and maintain strong relationships with business users and risk partner
• Ability to create clear and concise communications using strong analytic and writing skill
• Ability to create executive summaries and issues/risks summarie
• Strong presentation skills for a senior audience
• Confident, initiative-taking, and independent initiative-taker
• Proven history to work across organizational boundarie
• Adept at working in a fast-paced, high-energy environment
• Strong analytical capabilities and problem solving
• Strong organizational skill
• Solid follow-up and follow through
• Excellent attention to detail
Expected base pay rates for the role will be between $120,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)