Operations Manager - Alpharetta

ABOUT MORGAN STANLEY · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide i ...

Job description

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit

ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM
The operations department ensures that the operations focused production processes at Parametric are complete from start to finish and aligns with the goals and functions of other departments within the firm. Examples include supervising, organizing and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible.

ABOUT THE ROLE
This position will be an experienced, senior, department leader. The role is focused on data related to Parametric accounts. This data could include billing terms, custodian accounts, product codes, and other items. This position is responsible for running the business, which includes setting vision, supporting staff, and advocating for budget. The role is also responsible for growth and projects, including supporting strategic builds, and changing databases and workflow.

To be successful, this person will work closely with operations leadership, as well as leadership from technology, contracts, product management, and finance. They will be able to understand complicated workflow, balance the needs of multiple stakeholders, and execute effectively under pressure.

PRIMARY RESPONSIBILITIES

• Oversee the department, lead leaders, while supporting staff
• Set strategy, including organization structure and technology builds
• Understand account to contract mapping, and other account reference master attributes like custodian accounts, benchmarks, restrictions
• Own billing data and output, including fee rates, aggregation, and track types
• Manage formal controls related to the function and ensure adequate evidence of work exists
• Interface with internal and external auditors when required to evidence effective controls
• Manage stakeholders that are interested in account and billing data
• Provide exceptional client service through quick and complete response to internal / external client queries
• Lead change initiatives within the group and process improvements

JOB REQUIREMENTS

• Bachelor's (4yr) degree
• 7+ years experience in Financial Services
• Strong leadership skills and experience
• Prior experience with billing operations, contracts, account maintenance, and / or client activities a plus
• Prior experience with Salesforce a plus
• Ability to plan, prioritize, and meet tight deadlines
• Exceptional written and verbal communication skills
• Must be proficient in MS Outlook and handle large volumes of email correspondence.
• Ability to function successfully in ambiguous conditions.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste ​ into your browser.

Salary range for the position: $115,000 - $225,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

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).