Job Description: This position is responsible for the execution of project activities associated with the New Account Opening/Client Experience business program throughout the project life cycle from initiation to implementation. Business scope includes Client Onboarding & Discovery, new account Welcome Books and Thank You letters, Profile Confirmations and all associated and ancillary processes. Focus is on data gathering approach and process integration across systems and platform.
Identify business needs and strategies within the application areas noted above.
Coordinate or develop Business Requirements Documents and other project specifications, work orders, and change controls.
Interact with operations and technology partners throughout the project life cycle including the review and preparation of functional requirements specifications.
Serve as business subject matter expert for the application areas noted above. This includes command of both business process and system function.
Work with business and project partners to fully assess impacts of new development.
Support service of branch inquiries and problem resolution.
Develop and execute User Acceptance test plans and condition catalogs.
Facilitate defect management and resolution.
Perform “point of release” quality assurance on new software implementations.
Create new, or update existing, training materials and user guides.
Prepare initial drafts of field communications and announcements.
Execute rollout/implementation strategies.
Work with appropriate service desks to effectively transfer knowledge for post-implementation production support.
Assist with meeting preparation and facilitation.
Perform other miscellaneous project management tasks and methodologies as directed by the Product / Project Manager.
Liaise with broader business, operations, and technology Project Management Offices.
Minimum three to five years Financial Services experience required.
Demonstrated prior project management skills required.
Strong writing skills required.
Strong verbal skills required.
Must be able to effectively communicate in both business and technical contexts.
Strong analytical, process-oriented, problem-solving/issues-resolution skills required.
Ability to work independently in a multi-tasking, deadline-driven environment required.
Individual must demonstrate ability to accelerate learning curve.
Working knowledge of Microsoft Excel, Word, and PowerPoint required.
Knowledge of Adobe Acrobat and Visio strongly preferred.
BA or BS required. Advanced degree helpful but not required.
Series 7 helpful, but not required.
Morgan Stanley - 2 years ago
One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...