Workplace Salesforce Product Team - Wealth Management Platforms, AVP at Morgan Stanley

Calgary, Alberta, Canada -

Full Time

Start Date

Immediate

Expiry Date

15 Jan, 26

Salary

0.0

Posted On

17 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Salesforce Administration, Process Automation, Digital Product Management, Management Consulting, Strategy, Financial Services, Analytical Aptitude, Data Analysis, Project Management, Communication Skills, Collaboration, Excel Proficiency, Detail Oriented, Organizational Skills, Creative Thinking, Customer Success, Continuous Improvement

Industry

Financial Services

Description

> Work experience as a Salesforce administrator; consulting experience and particularly process automation experience using Salesforce preferred. > Bachelor's Degree in business, finance or related field/experience preferred > 3-5 years of experience in Digital Product Management, Management Consulting or Strategy, within the Financial Services industry > Previous experience working with large or multi-national companies helpful > Sets and carries out objectives, and fosters a culture of performance, continuous improvement > Excellent partnering skills; proven ability to collaborate with various levels of employees > Proven ability to seamlessly navigate and shift between strategic thinking and tactical activities, understanding the linkage and impact between them > Excellent analytical aptitude, sound judgment and experience with Excel / other data analysis tools > Able to identify operational and strategic issues and proactively drive solutions > Enjoys building initiatives from the ground-up and delivering on complex projects > Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement > Excellent communication skills and a proven ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively > Self-starter with ability to lead new projects proactively and resourcefully > Ability to thoughtfully utilize data/metrics to inform business decisions > Detail oriented with strong organizational, analytical and written communication skills > Flexible, team player with the ability to think creatively and strategically > Expert proficiency with Excel, Word, Visio and PowerPoint required > Experience managing the Salesforce integration of; Pardot, Salesforce to Salesforce connection an asset 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Responsibilities

The role involves working as a Salesforce administrator with a focus on process automation and digital product management within the wealth management platforms. The candidate will be responsible for setting objectives, fostering a culture of performance, and driving solutions to operational and strategic issues.