Sources of insights and inspiration: I have four life mentors that
I stay connected with to provide insights, advice and wisdom.
Two of them are well-known industry experts, and the other
two help me maintain a strong balance in my life, both personally and professionally. Other things I attribute to success
include attending key industry conferences, staying connected
with experts and trends, and reading articles every day.
Managing Director/Head of
Cybersecurity for Wealth Management
Technology, Morgan Stanley
Accomplishment(s): Over the past few years, we have built out
a great Wealth Management Cybersecurity team at Morgan
Stanley, whose focus is the protection of our financial advisors
and our clients from cyber threats. The team includes cybersecurity experts who worked with me and for me at the National
Security Agency. We are also responsible for Financial Advisor
and Client cybersecurity education.
How to get more women into Wealth Tech: There are so many
great opportunities for women to be part of Wealth Tech
innovation right now, especially in the cybersecurity and
fraud prevention space. With so many new identity and access
management and authentication technologies really coming
to fruition, the opportunity to build in stronger security while
minimizing client friction is huge.
Our view is that we want our clients to be strongly authenticated with us at all times in ways that are seamless and transparent
to them, but then we also want to meet them at their level of concern and give them optionality to adopt even stronger security.
Advice for those starting out: The advice that I would give to
people starting out in their careers would be not to let fear get
in the way of doing the things that scare them most. I received
this advice in July 2008 from a woman that I deeply respected.
I was considering taking a new position at the time but I was
afraid that I was underqualified and that I would fail. Despite
my fear, I followed her advice, took the position that scared
me, and it ended up changing the course of my career.
Since then, I’ve passed this advice on to many others and
encouraged them to do the thing that scares them whether that’s
learning something new, speaking in public, asking for more
responsibility, etc. Doing the thing that scares you means keeping an open mind and saying yes to people and to experiences.
I’d also recommend that young technologists invest in their
relationships with their peers. We all invest in our relationships
with our bosses and with our team members, but those peer
relationships are critical and often ignored. Don’t wait until you
need your peers to do something to build a rapport with them.
Sources of insights and inspiration: I find our Wealth
Management clients to be a great source of inspiration. When
we survey our clients about what they care most about, they
tell us that cybersecurity is a top priority. They have high
expectations of us and our ability to reliably protect their
assets and their data. This inspires us to constantly advance
the state of the art around authentication, data protection and
cyber-enabled fraud detection.
Vice President of Integrated Solutions,
Accomplishment(s): Fidelity has long offered integrations, and
our integration platform offering is very broad. We also have a
very diverse client base with complex needs and priorities. My
team is focused on making it easier for our clients and third
parties to maximize how they use the technology we offer, and
really develop the platforms that are right for them.
Integration Xchange, which launched just over a year ago, is
a big part of that. It’s a place where our clients and third-party
technologists can go to explore and build solutions that meet
their business needs. Thinking outside the box from all aspects
was and continues to be important. Integration Xchange is
geared towards technologists, which means every single person
involved in our delivery can provide great feedback on our user
experience and new ideas. That’s been very unique and valuable.
Advice for those starting out: First, make sure to network
with the goal of really learning from others. Many people only
actively network when they are contemplating a new job, but
networking is a great way to stay current and learn how others are solving for the challenges they’re facing. Remember
that networking is a two-way street. You’re there to learn, but
don’t forget that you can bring insights and knowledge to the
table in return. Second, follow your passion, even if you’re not
as confident in those areas as you are in your current role. You
can always learn new skills, and that’s another reason why
networking is so important. The people in your network can
help you develop new areas of expertise.
Sources of insights and inspiration: I try to meet with as many
people as I can. That includes our clients, technologists around
the industry, my team and network, and more. You can learn so
much in a conversation. I also read a lot — newspapers, magazines, white papers, history, you name it. I prefer reading over
video, so I will even read the transcript of a TED Talk.
Janet Levaux is editor-in-chief of Investment Advisor. She can be reached