Operations Manager - Parametric

Morgan Stanley - Alpharetta, GA

Full-time - Mid Level

Hybrid - Alpharetta, GA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Manager at Parametric, part of Morgan Stanley Investment Management, plays a crucial role in overseeing the operations department within the Alpharetta office. This senior position involves leading cross-functional teams, managing client-facing operational support, and ensuring efficient production processes that align with the firm's goals. The role requires strong leadership, project management skills, and the ability to implement changes that enhance operational efficiency.

Responsibilities

• Demonstrates strong leadership and supervisory skills for cross functional teams in the Alpharetta office
• Functional ownership includes applying client account updates, managing client contacts, proxy voting, ADV mailing, and custodian configuration
• Resolves issues quickly with a sense of urgency and understands downstream effects/risks when reviewing large sets of data
• Coaches and mentors staff; ensures adequate staffing and training
• Delegates or allocates workloads appropriately across the team
• Reviews and recommends new methods and procedures to improve daily operations
• Acts as a point of escalation for internal and external clients
• Manages and identifies challenge areas and executes plans for improvement
• Implements changes and new processes in the department
• Communicates with other managers, directors, and staff to coordinate new initiatives or address client needs
• Responsible for allocating department resources, hiring staff, and conducting performance reviews
• Defines business requirements related to technology needs for both internal and external vendors.

Requirements

• Bachelor's (4yr) degree with a concentration in finance or accounting
• 7 years' experience in Financial Services
• At least two years leading and managing people
• Proven experience as a leader
• Strong project management skills
• Well organized, self-starter with the ability to analyze information and support the staff
• Ability to plan, prioritize, and meet tight deadlines
• Exceptional written and verbal communication skills
• Proficient in MS Outlook and capable of handling large volumes of email correspondence
• Ability to function successfully in ambiguous conditions
• Prior experience with billing operations, account maintenance, and/or client activities is a plus.