Data Strategy and Information Delivery COO

  • Morgan Stanley, Purchase, NY - United States

  • $ 350,000+

Desired areas of expertise:

Data Strategy

Leading global financial services firm providing a wide range of investment banking and wealth management services is looking for a candidate


  • Direct and lead the operational implementation for major strategic transformation initiatives, oversee the operating structure to ensure both efficient and cost- effective contributions at every stage of the process
  • Maintain efficient daily operations by initiating, coordinating, and enforcing  policies and procedures; developing, revising, and implementing work-flow and  productivity parameters; trouble-shooting with technology, Business Units, and team members
  • Identify process improvement opportunities, assess potential gains, prioritize and propose action plans and timelines
  • Lead and manage change through influencing matrixed resources to achieve system-wide performance improvement initiatives
  • Oversee the delivery and design of new programs and applications to improve the Field & Client experience. Collaborate with partners in forming cutting-edge ideas driven by business needs, translate into executable product and technical roadmaps and implement on time and on budget
  • Regularly and systematically evaluate the teams gaps and make recommendations to close those gaps
  • Assist in developing and motivating personnel within the department. Provide career development and effective coaching for junior members of the team


  • Must have experience in Financial Services and managing teams.
  • Must have knowledge of metrics, key performance indicators and analysis.• Excellent communication and interpersonal skills.
  • Excellent organizational and presentation skills.
  • Demonstrated ability to work with all internal levels within a given organization, including the Senior Management.
  • Demonstrated ability to communicate and interact well with business partners.
  • Demonstrated ability to work in a high profile, high pressure environment effectively.
  • Demonstrated ability to communicate effectively with key internal and/or external stakeholders.
  • Must have strong managerial skills to effectively direct a staff of professional and technical employees in implementing the short- and long-term goals and direction for the area(s) of responsibility.
  • Demonstrated ability to complete short- and long-term projects effectively and as efficiently as possible.
  • Demonstrated analytical capabilities and quantitative skills.
  • Bachelor’s degree
  • Minimum 12 years related experience, including at least 5 years in a department lead role -in a large, multi-faceted, fast-paced organization or Financial Services/Wealth Management preferred.
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