Executive Director, Capital Planning
Morgan StanleyAbout the role
We’re seeking someone to join our Analytics team as an Executive Director in Capital Planning to work across a variety of internal and regulatory initiatives.
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm’s financial and capital resources. This is a Executive Director position within our Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you’ll do in the role:
· Collaborate with a varied group of colleagues in Finance and across the Firm
· Lead multiple, complex end-to-end processes and/or programs that require strategic decision making, continuous improvement and subject matter expertise
· Understand, develop and adhere to the Firm's risk and regulatory standards, policies and controls; own and manage risk and contingency plans for department
· Act as culture carrier and role model; embody and set an example of the Firm's values and hold yourself and team accountable to Firm standards
· Perform strategic capital and financial analysis to support Senior Management decision-making
· Lead capital recovery plan analysis, documentation and regulatory deliverables
· Lead capital impact analysis related to new/proposed regulatory rules, new initiatives, and new products
· Present capital planning results, optimization strategies and regulatory updates to Senior Management Committees
· Drive capital planning process enhancement and transformation
· Create and review documentation for the Firm’s capital contingency plan and capital adequacy assessment
· Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function. Coaches and motivates the whole team to achieve results.
What you’ll bring:
· Master of Capital Planning and technical skills, including risks and key regulations relevant to the division; Ability to drive overall strategy for function/department
· Extensive experience owning relationships with internal and external partners at all levels of the organization
· Ability to manage risks at a department wide / multidisciplinary level, and own contingency plans to mitigate those risks
· Strong analytical, writing and presentation skills, including ability to summarize complex business problems and detailed analysis with clarity and brevity
· Excellent communication, interpersonal and client service skills
· Ability to manage and develop a high-performing team
· Ability to work in a fast-paced, high-energy environment
· Proven track record of great teamwork and ability to work across organizational boundaries
· Ability to work on multiple projects under a compres
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