Head of CBS Business Strategy & Operations (Hybrid)

We are seeking a highly analytical and strategic thinker to join our team as the Head of CBS (Corporate Business Solutions) Business Strategy & Operations. The role will report into the Global Head of CBS and support global CBS Senior Leadership. In this role you will drive critical business initiatives, focus on horizontal efficiencies, support decision-making, develop/maintain key work artifacts and run day to day operations of a global cross-functional team. CBS is a department within the Firm's Corporate Services (CS) Division.

In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. This is a Director level position within Business Unit Management, which performs business management/CAO functions such as headcount management, financials, people processes, executive communications, and strategic support.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What You'll Do In The Role

• Manage and build a CBS cross-functional workforce which is a combination of employees and consultants. In partnership with CBS leadership, developing Montreal talent and integrating into the broader CS /CBS organization.
• Strategy formulation and execution: working with the CBS Senior leadership team on defining go-forward objectives, tracking implementation, and reporting progress.
• CBS Risk governance and oversight: partnering with Firm and CS Risk on the proactive management of CBS risks (such as MNPI tracking).
• Primary interface into the Corporate Services Business Services and Innovation (BSI) team: leading critical initiatives such as workforce and location strategy implementation, expense management and annual budget exercises, reporting on client spend and updating CS level documents (Quarterly Business Review, Department Scorecard, etc.)
• CBS Technology portfolio management: partner with stakeholders such as Technology, CBS product owners and leadership to prioritize automation and GenAI projects. Maintain timeline and high-level milestones.
• Expense Management: monitoring and reporting on operating expenses. Partnering with CS expense management team on approvals, maintenance, monitoring and ensuring compliance with Firm expense policies and budgetary guidelines.
• Production and delivery of high-quality and meaningful executive reporting and analytics that support business decisions and aggregate materials for management and business reviews.
  
  

• 8+ years' experience in similar roles in a large global financial institution.
• Strong communication and interpersonal skills, with the ability to build relationships and work effectively across global teams and levels of the organization.
• Excellent analytical, organizational and presentation skills, with strong attention to detail and a track record of high-quality output.
• Independent, self-starter, excellent problem-solving abilities with an execution-driven attitude.
• Strong client focus, continuously developing/enhancing relationships with internal partners.
• Comfortable with ambiguity in a business environment that brings new challenges every day.
  
  

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.