Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion.
Primary Responsibilities
As a member of the Business Transformation Services (BTS) team, this individual will provide project management support for initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This independent contributor will provide support, and work with projects to build out a project's governance, reporting and tracking, from initiation, to execution, and to scale. The candidate will be expected to think analytically, be detail oriented and client centric.
Key responsibilities include:
• Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project
• Conduct analysis on program dependencies, progress through the various phase to inform timelines, execution, and business strategy.
• Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
• Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
• Ensure effective communication and reporting to functional teams, manager, and stakeholders
• Support key program leads and resources in executing key deliverables
• Independently identify opportunities to drive project/ programs forward
Qualifications:
• BS/BA degree required. Advanced degrees a plus.
• The position will be based in New York, NY
• A minimum of 6-8 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management
• Ability to quickly turn around high-quality work in a fast-paced environment
• Ability to drive delivery/execution of a wide range of tasks and initiatives independently and possess a strong sense of accountability/ownership
• Ability to lead and influence cross-functional teams to meet delivery timelines
• Ability to highlight key risks and issues that may impact the project/ program health, and manage the risk to closure
• Ability to identify problems and provide a path for solution or escalation
• Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management
• Proven experience developing partnerships with and successfully coordinating across various stakeholders
• Eagerness to learn the business and understand detailed requirements
• Strong organizational skills and ability to organize information in a meaningful way
• Strong listening and verbal/written communications and inter-personal skills with ability to tailor message to audience
• Experience managing multiple workstreams
• High attention to detail; follows through to ensure accuracy of materials
• Highly-skilled in Microsoft Office (Excel, PowerPoint, Word, Teams and Project) and Visio
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
FOR NEW YORK CITY ONLY:
Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.