Director, Project Manager - Business Transformation Services

Morgan Stanley•Dallas, TX

About The Position

Morgan Stanley is a leading global financial services firm. The Business Transformation Services (BTS) team within Morgan Stanley Wealth Management 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. As a member of the Business Transformation Services (BTS) team, this individual will support 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 contributor will provide support, and work with project teams to build out a project’s governance, reporting and tracking, and overall execution model from initiation to scale. The candidate will be expected to think analytically and critically, be detail oriented, and client centric.

Requirements

BS/BA degree required.
A minimum of 3-5 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
Ability to work independently, proactively 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
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management
Independent self-starter who can manage multiple activities to aggressive deadlines
Eagerness to learn the business and understand detailed requirements
Organizational skills and ability to organize information in a meaningful way
Experience managing one or various workstreams
High attention to detail; follows through to ensure accuracy of materials
Highly skilled in Excel, PowerPoint, Word, Project, Visio, SharePoint, and JIRA

Nice To Haves

Advanced degrees a plus.

Responsibilities

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 the initiative
Conduct analysis on program dependencies, progress through the various phases 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, stakeholders, and senior leadership. Develop program dashboards that articulate project status and timeline
Support key program leads and resources in executing key deliverables
Independently identify opportunities to drive project/ programs forward
Maintain strong partnerships with business and technology teams to drive successful project execution