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VP, Business Management
Morgan Stanley. Own and maintain enterprise workforce reporting and roster management processes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in workforce analytics, reporting, and organizational strategy, with a strong focus on process improvement, operational efficiency, and data integrity. Capable of translating complex workforce data into actionable insights for leadership and strategic planning.
Highest-signal resume keywords
Workforce AnalyticsAdvanced ExcelAccess GovernanceProcess ImprovementStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Workforce ReportingOrganizational StrategyOperational ExecutionData QualityDashboardingAttrition AnalysisCapacity PlanningResource AllocationEmployee OnboardingOrganizational Risk Assessment
Soft Skills
Relationship ManagementCommunication SkillsLeadership Decision-MakingStrategic PrioritizationMulti-Tasking
Tools & Technologies
HR SystemsPower BIOperational DashboardsEntitlement PlatformsWorkforce Planning Tools
Industry Keywords
Wealth ManagementBrokerageFinancial ServicesContact Center OperationsDigital Client Engagement
About the role
Key responsibilities & impact- Own and maintain enterprise workforce reporting and roster management processes
- Produce recurring headcount, attrition, hiring, and organizational-change reporting
- Support workforce forecasting, capacity planning, hiring targets, and organizational reviews
- Develop forward-looking workforce views for capacity, hiring trade-offs, resource allocation, and organizational risk
- Manage employee transitions, manager changes, job code alignment, hierarchy maintenance, and organizational restructuring
- Partner with HR and business leaders to ensure workforce data accuracy and reporting integrity
- Manage access provisioning, entitlement reviews, role updates, and employee onboarding activities
- Liaise between Risk, Technology, Compliance, and operational teams
- Coordinate EPR submissions, approvals, audits, and periodic reviews
- Support application onboarding, entitlement package development, and role-based access governance
- Conduct access remediation and assist with organizational risk assessments
- Develop and maintain operational dashboards, scorecard inputs, and workforce analytics
- Analyze attrition, employee movement, licensing populations, and organizational trends
- Translate workforce and operational data into leadership insights and strategic planning inputs
- Support leadership reporting and business reviews
- Identify automation opportunities and drive reporting process improvements
- Partner with offshore resources to document, transition, and scale recurring reporting activities
- Support level-up programs, talent reviews, organizational alignment, and career pathing efforts
- Consolidate and analyze performance data for workforce mobility decisions
- Coordinate with HR to validate employee eligibility and workforce readiness
- Act as a trusted advisor to business leaders on workforce, organizational, and access-related initiatives
- Partner across HR, Risk, Compliance, Technology, and Operations to execute strategic priorities
- Shape strategic roadmaps, governance routines, and operating models
- Lead process improvement focused on efficiency, scalability, governance, and transparency
- Document procedures and create sustainable operating models for recurring business processes
Requirements
What you’ll need- Strong experience in workforce analytics, business management, operations, organizational strategy, or related functions
- Advanced Excel and reporting capabilities
- Experience with workforce data, organizational reporting, HR systems, Power BI, and operational dashboards
- Familiarity with access governance, entitlement management, audit processes, and risk controls
- Ability to connect operational execution to strategic priorities, leadership decision-making, risk management, and scalable business outcomes
- Ability to manage multiple high-visibility initiatives simultaneously
- Strong relationship management and communication skills
- Proven ability to drive process improvement and operational efficiency
- 5+ years of experience
- Experience in workforce analytics and reporting, access governance and risk controls, operational execution, stakeholder management, data quality and process integrity, dashboarding and business insights, process improvement, and talent program support
- Preferred: experience in Wealth Management, Brokerage, Financial Services, Contact Center Operations, or Digital Client Engagement
- Preferred: knowledge of HR systems, organizational hierarchy maintenance, workforce planning tools, entitlement platforms, and operational reporting environments
- Preferred: experience partnering with offshore or shared-service resources
Benefits
Comp & perks- Comprehensive employee benefits and perks
- Support for employees and their families throughout their work-life journey
- Opportunities for internal mobility across the business
- Incentive compensation
- Discretionary bonuses
- Other short- and long-term incentive packages
- Morgan Stanley-sponsored benefit programs