ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT TEAM
The Core Operations Platform is designed to build, integrate, and support a unified technology ecosystem that enables efficient, scalable, and controlled execution of Client and Market Operations processes.
It serves as the central backbone for operational workflows, consolidating fragmented systems into a single, orchestrated platform that improves data integrity, reduces manual effort, and enhances operational transparency. This aligns with the broader vision of moving from multi-system, manual processes to a unified, workflow-driven model
ABOUT THE ROLE
The Director, Software Engineering is responsible for providing technical leadership, project management, process development, training, support, and a technology vision for the Core Operation Platform. This team is responsible for multiple business processes namely Account Onboarding, Activities, Reconciliation and Reporting. The role will work with Data Services and Portfolio Management technology teams across the Direct Indexing business priorities, to design and develop technology solutions, and to improve business processes. This spans across core services to enable onboarding through our partners as well as business facing websites to allow the efficient onboarding and management of Accounts. These services will help streamline the rule-based portfolio analytics, order generation and straight through processing allow for exception driven portfolio management.
The Director will work closely with the Client Relationship Group and Market Operations for designing efficient applications to onboard accounts while minimizing risk. They will also work with the Digital Team developing services to that will be used by our Financial Advisor portal. In this role, the candidate will develop the appropriate software strategy, striking a balance between: (1) alignment with the growth objectives of the Business; (2) higher performance and consistently high quality; and (3) cost effective application structure and use of new technologies.
This leader will shape the long term product vision, drive engineering excellence, partner closely with business stakeholders, and ensure scalable, intuitive user experiences across operational teams.
This is a senior leadership role accountable for setting direction, executing delivery, and building a high performing team that modernizes how users interact with operations platform and supporting data systems.
PRIMARY RESPONSIBILITIES
Strategy & Vision
- Define and execute the technology roadmap for the Core Operations Platform, aligning investments and capabilities with business priorities and long-term growth objectives.
- Drive architecture and technology decisions that promote scalability, resiliency, security, and operational efficiency.
- Contribute to and help advance the AI and automation strategy for the Core Operations Platform, focusing on practical use cases that improve efficiency and decision-making.
Product & Delivery Execution
- Lead the design, development, and delivery of technology solutions supporting account onboarding, operational workflows, reconciliation, reporting, and client servicing.
- Champion engineering best practices, including software quality, automation, performance optimization, and continuous improvement.
Business Engagement & Stakeholder Partnership
- Partner closely with Operations, Client Relationship Group, Digital, Data Services, and Portfolio Management Technology teams to identify and deliver high-impact solutions.
- Translate business needs into technology strategies that improve user experience, operational efficiency, and risk management.
People Leadership & Organizational Development
- Build, lead, and develop a high-performing engineering team, fostering a culture of accountability, collaboration, and innovation.
- Recruit, mentor, and retain top talent while supporting career development and succession planning.
Governance, Risk & Operational Excellence
- Ensure technology solutions adhere to regulatory, security, and operational risk standards while maintaining platform stability and reliability.
- Establish strong governance, support, and change management practices that enable effective delivery and continuous operational improvement.
JOB REQUIREMENTS
- Bachelor's degree in Computer Science
- Asset management industry experience preferred.
- 15+ years of hands-on development experience managing all aspects of technical projects with a proven track record of delivering well architected and well written software solutions.
- 7+ years of Experience supervising and guiding software development teams and fostering an engaging, collaborative environment.
- 10+ Years of Experience developing scalable solutions with advanced programming languages including .Net and Java framework.
- Proven track record of becoming a subject matter expert in areas related to current assignments.
- Strong leadership skills including:
- Vision and strategy
- Influencing and consensus building
- Communication
- Total quality commitment
- Ownership and accountability
- Project management
- Successful track record of development and implementation of an innovative strategic vision and plans, and competence in building strategies to deliver technology to meet business goals and objectives. Ability to transform strategy into tactical plans and delivery.
- A creative, self-confident self-motivator with a "can do" orientation, along with the ability to function both independently and as a member of a team. Can work well in a fast paced entrepreneurial environment.
- Passionate, forward thinking and creative individual with high ethical standards and integrity.
- Ability to collaborate and partner as a business professional. The ability to facilitate, gain compromise and/or consensus within diverse teams.
- Assertiveness balanced with a sensitivity toward and concern for people. The ability to create strong work ethics and committed teams, foster open dialogue, and promote individual and team success.
- Superior written and verbal communication skills in customer and internal environment.
- Experience identifying and implementing AI and automation use cases to improve operational efficiency and decision-making.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
