Morgan Stanley

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's 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 Implementation team sits within Platform Solution Management and is responsible for leading the design and deployment of solutions using internal and third-party vendor systems for our business. Implementations can be high profile initiatives which require team members to have senior level exposure and play an active role in transforming the organization. A typical implementation is at least as much about implementing business transformation strategies as it is about technology. This means that we develop a true partnership with our clients, i.e., our business teams, in realizing their strategic objectives.

ABOUT THE ROLE

We are looking for someone to take point on Salesforce implementation delivery for Morgan Stanley's independent affiliate, Parametric. The individual in this will be responsible for overseeing the lifecycle of Salesforce projects from initial requirements to successful implementation and ongoing support. Through use of project management and Salesforce implementation best practices, the individual in this role will ensure Salesforce implementation projects are delivered on time and meet user needs by working with project teams within and across the organization, coordinating technical delivery and maintaining high quality user relationships throughout the process. A successful candidate will demonstrate in-depth knowledge of business processes and business system analysis techniques with a strong background in Salesforce administration and best practices across various use cases and verticals.

The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is familiar with the financial industry and has knowledge about the inner workings of CRM and cloud-based technologies. The candidate should have the ability to solve problems and build relationships internally and own and advance the Salesforce roadmap.

PRIMARY RESPONSIBILITIES

• Collaborate with the Salesforce product team and other internal teams to validate business requirements and any downstream considerations for current setup/configuration.
• Supervise the Salesforce team including defining the product roadmap, aligned to stakeholders' priorities, and outline priorities and resource allocation on a sprint-by-sprint basis.
• Understand data analysis requirements and translate conceptual workflow diagrams into Salesforce configurations.
• Expertise in integrating Salesforce with other technologies and vice versa, as well as experience with governance, collaborating with IT / Developers and familiar with development operations.
• Experience using integration tools, such as Salesforce APIs, Alteryx, and various ETL tools to integrate with other systems used in the organization such as Snowflake and other instances of Salesforce.
• Proven ability to adhere to Salesforce best practices, maintain documentation, and to take ownership of release cycles to implement and deploy new features and updates
• Provide administration support of the Salesforce environment, as needed.
• Willing to participate in broader Platform Implementation projects, as needed.

JOB REQUIREMENTS

• 7+ years of consulting, product ownership, project management, business analysis, information/data management and/or CRM management (specifically Salesforce).
• Experience managing a small team providing direct guidance and project leadership as well as mentorship
• Preference given to those who have done development work or managed projects using automation tools in the Salesforce ecosystem (flow, process builder, Lightning apps, Visualforce, etc.)
• Highly self-motivated to deliver both independently and with strong team collaboration.
• Proven ability to collaborate and communicate effectively with technology, business, and development personnel.
• Strong attention to detail and strong written and oral communication skills with the ability to gather, write, interpret, critique and present requirements and technical specifications to stakeholders
• Ability to prioritize and manage multiple projects independently and simultaneously meet deadlines and adapt to changing priorities and timelines.
• Willingness to learn the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
• Experience in translating requirements into project deliverables and partnering with the business and key stakeholders to model, design, and help build solutions in Salesforce.
• Salesforce Certified Administrator. Additional Salesforce certifications a plus
• Proficient with Salesforce Lightning Design System, and the Salesforce development lifecycle.
• Desirable: Bachelor's/Postgraduate degree, professional qualification, or relevant experience.

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.

Salary range for the position: $110,000 - $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 mybenefits.morganstanley.com 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).