Director, Wealth Management Operations Strategy

Morgan Stanley • New York, NY

74d • $82,000 - $133,000

About The Position

We are seeking an ambitious and detail-oriented Director to join our Wealth Management Operations Strategy team. In this position, you will play a key role in driving and executing strategic initiatives across the Wealth Management division. You will work alongside senior team members to advance high-priority projects, including emerging areas such as digital assets and tokenization. The ideal candidate will have a demonstrated history of excellence, embrace significant responsibilities and stay current with industry innovations tailored for wealth management clients. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls, and develop client relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Requirements

• Bachelor’s degree in finance, Economics, Accounting, or a related quantitative field.
• A minimum of 4-6 years of relevant experience in a field such as investment banking, corporate development, private equity, or a related financial services role.
• Exceptional quantitative and analytical skills are essential.
• High proficiency in Microsoft Excel, PowerPoint, and Word.
• Proven ability to manage multiple projects and competing priorities in a fast-paced, deadline-driven environment.
• Excellent verbal and written communication skills, with the ability to articulate complex ideas clearly and concisely.
• A strong work ethic, sharp attention to detail, and a collaborative, team-oriented mindset.

Responsibilities

• Prepare high-impact presentation materials for senior leaders based on known or information provided.
• Create and maintain regular communication channels with stakeholders to provide updates on project progress and gather feedback.
• Manage the day-to-day execution of project workstreams, ensuring timelines are met and deliverables are of the highest quality.
• Collaborate closely with Analysts, Associates, Vice Presidents, and Executive Directors to support all phases of a transaction lifecycle.
• Serve as a key point of contact for internal stakeholders on specific project matters, demonstrating professionalism and expertise.
• Analyze current workflows and recommend enhancements to streamline operations and improve efficiency within Wealth Management.
• Identify potential risks associated with projects and develop mitigation strategies to ensure successful execution.
• Assist in the planning and implementation of change management strategies to ensure smooth transitions during project rollouts.

Benefits

• Comprehensive employee benefits and perks
• Opportunities for career advancement within the company
• Support for employees and their families at every point along their work-life journey

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees