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Director, Platform Solution Management - Parametric

AT Morgan Stanley
Morgan Stanley

Director, Platform Solution Management - Parametric

New York, NY

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 www.morganstanley.com.

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.

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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 Platform Solution Management team at Parametric: We are responsible for defining and enabling cross platform business solutions that meet the needs of clients over time. Solutions are products, services or systems that provide value to the client, whether internal or external to the PPA enterprise.
Sitting at the intersection of business, clients and technology, we collaborate with multiple teams to understand solution context and define the solution vision, intent, roadmap and capability set. This team manages changes to the solution vision or roadmap based on enterprise objectives and strategy. 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.

About the role

The Director in Platform Solution Management is responsible for
  • Establishing a team of solution owners that work skillfully across the organization to drive execution and implementation of multiple solutions by working closely with the Solution Manager, Business Analysts, developers and QA.
  • Solution owners manage the roadmap and backlog for each solution. The Solution Owner will act as a program management leader who proactively collaborates across teams, surfaces/manages dependencies, raises risks and prioritization conflicts, and relentlessly drives toward successful releases. In this role they will own the solution end to end, inception to delivery, engage with developers on sprint planning, coordinate with testing teams (UAT and QA), and coordinate release dates. The Solution Owner regularly monitors and communicates implementation progress with the Solution Team and leadership, and proactively elevates risks to Solution Manager and leadership.

Primary Responsibilities
  • Execution of Solution Vision (in collaboration with business stakeholders) being very detail oriented on:
    • what we are solving for.
    • end-to-end user/customer journey or lifecycle.
    • personas, their skills and needs.
    • high level outline of a solution that addresses their needs.
  • Execution of Solution Intent (in collaboration with Director of PSM and Business Architecture function):
    • nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology.
    • capability roadmap as well as migration paths and milestones when going from current state to future state.
    • overall non-functional requirements that are key metrics required for new system to capture and track.
    • target operating model (business, operations) that complement evolution in systems.
  • Establish framework for team of solution owners to:
    • Manage solution roadmaps and backlogs, defining the required capabilities and technology building blocks in JIRA. Collaborate with the solution manager on the solution backlog and facilitate refinement/prioritization.
    • Work with multiple teams to surface all work required to support the build. Track developer progress in support of the build and raise risks to Solution Team.
    • Manage the Jira board(s) in support of each solution, connecting developer epics to facilitate roadmap management.
    • Run scrum-of-scrum meetings and any other meetings in which people need to be brought together to resolve issues or plan together.
    • Identify challenges and proactively resolve or escalate risks and issues in a timely and well-articulated manner by engaging stakeholders and Solution Manager. Manage execution risks.
    • Understand and articulate dependencies that will influence sequencing of development and other roadmap work.
    • Manage deployment and migration plan and execution in collaboration with stakeholders, Solution Manager and developers.
    • Engage with Solution Team on design when feature requires iteration.
    • Assist in coordination of multi-layered testing efforts in support of releases.
    • Ensure Solution Team artifacts are sufficient to support implementation and documentation requirements.
    • Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities while maintaining strong business relationships.
    • Communicate effectively - both verbally 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.
    • Creatively design workshops and user sessions by identifying suitable participants, being clear about outcomes and approach (interviews, online whiteboarding, surveys, card sorting, etc.)
    • Ability to empathically understand and articulate user needs.
    • Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high level solution outline.
    • Work collaboratively with product and development team to draw out solution intent with capability roadmap and milestones. Facilitate architecture runway with development leads, influence technical design to ensure it aligns with business objectives
    • Clearly understand and articulate dependencies that will influence sequencing of development
    • Run Program Increments and facilitate quarterly planning across teams. Collaborate closely with project managers and development teams on execution.
    • Work collaboratively with business and operations stakeholders to draw out target operating model as systems evolve
    • Effectively manage stakeholder relationships through polished communication and follow-through
    • Effective written communication through solution inception, vision and intent documents
    • Lead and influence cross-functional teams.
    • Provide consultation and ensure continuity with product and development teams on solution.

Job Requirements
  • Bachelor's degree required/Master's degree preferred
  • A minimum of 10 years of experience in Finance/Asset Management, Strategy, Business Analysis or System analysis
  • Excellent verbal and written communication skills
  • Management and leadership experience
  • Experience leading and influencing others to achieve measurable results.
  • Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
  • Advanced experience working with Scaled Agile software development processes
  • Advanced skills using a variety of tools to document workflows and data mapping including but not limited to 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
  • Strong experience with Agile, Miro/Lucid, SQL, Excel, Visio, Balsamiq, Jira, Tableau

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:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Expected base pay rates for the role will be between $140,000 and $300,000 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).

Client-provided location(s): New York, NY, USA; Alpharetta, GA, USA
Job ID: Morgan-549783205979
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)