Lead, Salesforce Administration & Enablement - Parametric at Morgan Stanley

Minneapolis, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

225000.0

Posted On

06 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Salesforce Administration, Project Management, Data Management, Team Leadership, Agile Methodologies, Salesforce Best Practices, Communication Skills, Problem Solving, CRM Management, Financial Industry Knowledge, User Support, Documentation, System Maintenance, Integration Management, Configuration Knowledge, User Adoption

Industry

Financial Services

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 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 Platform Implementation team 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 administration and delivery for Morgan Stanley's independent affiliate, Parametric. The individual in this role will be responsible for overseeing the ongoing administration and support as well as the lifecycle of Salesforce projects from initial requirements to successful implementation. Through use of project management and Salesforce implementation best practices, the individual in this role will ensure Salesforce 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 Salesforce administration and best practices across various use cases and verticals with a track record of high-quality delivery and end user support. 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, build relationships internally and proactively work to advance Parametric's Salesforce roadmap. PRIMARY RESPONSIBILITIES Ensure the org adheres to Salesforce best practices, maintain documentation, and to take ownership of release cycles to implement and deploy new features and updates. Collaborate with the Salesforce product team and other internal teams to validate business requirements and any downstream considerations for current setup/configuration. Lead a small team of Salesforce admins and developers to ensure the right work is being prioritized and that personal and professional development goals are being met. Work in a Scrum (Agile) environment through sprints by tracking progress, status and risks, as well as constraints Participate in bi-weekly sprint planning to ensure that projects and system needs are allocated and prioritized appropriately. Own administration support of the Salesforce environment with an eye towards continual improvement and automation of processes. Proactively perform system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer. Use data management skills to improve data quality, implementing rules and automation as needed and work with users to create operational metrics and reporting for various use cases across the company. Develop technical and user facing documentation as needed. Drive end user enablement and adoption within the platform by ensuring access is provisioned accurately and efficiently, that roles and profiles have clear definition, and that end user communication is succinct and timely. 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, or CRM management 5+ years of experience with strategic ownership of elements of a Salesforce platform including vision, roadmap, and work prioritization. Experience managing a small team providing direct guidance and project leadership as well as mentorship Comprehensive Salesforce product knowledge and hands-on administration experience with Sales and Service Cloud. Experience supporting large-scale, technically complex solutions on Salesforce, including experience managing integrations between Salesforce and other tools (Marketing Cloud, Seismic, Workfront, Tableau or other tools via REST APIs) Strong configuration knowledge with a desire to implement best practice solutions. Strong communication skills and experience collaborating across many different operating teams, across business and technology. Highly self-motivated to deliver both independently and with strong team collaboration. Strong attention to detail and strong written and oral communication skills for a variety of audiences, stakeholder groups, and technical proficiency levels. Ability to prioritize and manage multiple projects independently and simultaneously meet deadlines and adapt to changing priorities and timelines. Salesforce Certified Administrator & Salesforce Advanced Administrator certification. Additional Salesforce certifications a plus 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 89 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 https://www.morganstanley.com/about-us/global-offices 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 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).

Responsibilities

The individual will oversee the ongoing administration and support of Salesforce projects, ensuring they are delivered on time and meet user needs. They will collaborate with project teams and lead a small team of Salesforce admins and developers.