Director - Workplace Salesforce Product Team (Wealth Management)

Lead the review and analysis of business processes to support ongoing enhancement in Salesforce CRM.
Work with stakeholders to identify and document operational pain points and project scope.
Work with the development squad and internal subject matter experts to support business process evolution.
Be a resident Salesforce expert advising senior business line stakeholders.
Provide training to stakeholders across business lines on best practices and recommended processes in Salesforce.
Help develop and support our short-term and long-term product strategy to ensure we achieve our stated business outcomes, strategic and integration priorities.
Develop ongoing communications that share the progress and quantify the impact of team led initiatives and status, to ensure awareness, transparency, and collaboration.
Has the ability to tell a compelling story using product metrics/data, and visualization platforms such as Tableau to facilitate productive interactions with business partners and stakeholders and influence data-driven decision making.
Establishes collaborative partnerships with the Morgan Stanley at Work business team to better understand their needs and align on future requirements, ranging from standardization of processes, leveraging market practices to the optimization of workflows, and sharing of best practices.
Builds strong working relationships with cross-functional teams to identify, execute, implement, and track process improvement opportunities.

* What you ll bring to the role:

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
2+ 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; Zuora CPQ, Conga Composer, Conga Contracting and DocuSign an asset
Positive contributor to our team s culture