Global Head of Client and Account Data Management - Executive Director


Morgan Stanley

2019-01-04 03:47:41

Job location Barkingside, Greater London, United Kingdom

Job type: fulltime

Job industry: Executive Positions

Job description

The company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

  • Establish and lead data creation, validation and maintenance processes across client and account data, e.g., automated integrity checks and remediation team
  • Lead the team to implement a data quality program, including performing party & account data quality reviews, sampling and analysis, and issues management
  • Act as the Technology roadmap sponsor
  • Define and lead vision for automation, data acquisition, ingestion, indexing, etc, including but not limited to Thompson Reuters (AVOX), Markit, Bloomberg, Lexis/Nexis, etc.); also for data lineage, profiling, glossary.
  • Define and lead vision for party and account workflow and case management
  • Define and lead vision for delivery instructions
  • Partner on the development of a data governance framework for party and account data, inclusive of delivery instructions
  • Establish clear roles and responsibilities, i.e., steward, owner, custodian, consumers
  • Implement data governance metrics, to measure, monitor and demonstrate accountability to business
  • Metrics/KPIs on quality, effectiveness, responsiveness, changes
  • Act as the Party and Account Data Steward in partnership with the BU data owners, technology as the data custodian, and the overarching data council's leadership
  • Define, agree, and manage accessibility, stability, availability, consistency, security, auditability
  • Define and maintain standards, policies, processes, organization
  • Data definitions, taxonomy, model, change management, prioritization, sources, (re)certification, etc.
  • Training and education, planning and prioritization, etc.
  • Act as the Enterprise Party Profile (EPP) Data Steward, defining governance and standards for creating and maintaining single party profiles across ISG (A2) and Wealth (PADT)
  • Participate in data management related Industry forums on behalf of Morgan Stanley, i.e., GLEIF
  • Functionally lead the Data Processing Utility for Client and Account data
  • Parties
  • Create, validate and maintain A2 party data
  • Corp action processing
  • Cross LOB ID reconciliation
  • Maintenance of EPP IDs
  • Sales and legal hierarchy management
  • AVOX, LEI, and other external data sources
  • Accounts
  • Create, maintain, close acct/SSI
  • Active/inactive account status
  • Systems recon, i.e., GCIA/A2
  • Set up customer entitlements & reports
  • Stakeholder management
  • Results focused
  • Proven track records in delivery
  • Reference data background and experience

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