Field Service Efficiency Program Lead, VP

Morgan Stanley•Harrison, NY

26d•$85,000 - $140,000

About The Position

Serve as a subject matter expert of the Field Service organization in design and development discussions with platform and technology partners, providing expert insights and guidance. Champion the identification of opportunities for efficiency improvements within the field. Leverage strong relationships developed through branch visits and virtual meetings to advocate effectively on behalf of the field. Lead the collection of feedback on initiatives and develop strategies to enhance engagement and adoption of new tools as they are implemented. Spearhead critical strategic change initiatives, working closely with platform and business partners to ensure successful execution. Establish and implement standards for measuring success, such as key performance indicators (KPIs), to track progress and outcomes. Play a critical role in partnering across various Client Segment Group Business areas to collaborate and deliver cohesive, scalable solutions that benefit the broader organization. Identify and elaborate on critical use cases and business processes that require innovation. Ensure alignment with the organization's vision and goals while addressing essential user and business needs. Must be highly motivated and an independent leader with a strong work ethic Exceptional written, verbal, and visual communication and story-telling skills. Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit. Ability to effectively manage ambiguity and apply problem solving skills Able to prioritize and manage multiple concurrent initiatives Ability to simplify and communicate complex subject matter At least 5 years of relevant experience in wealth management field branches, consulting or careers where a similar skill set is developed and demonstrated. Bachelor's Degree required. Strong analytical, strategic thinking and problem-solving skills. Experience with Agile or application development methodology for technology projects is a plus. Experience designing and delivering Agentic AI and/or Generative AI solutions a plus. Experience delivering enterprise workflow and intelligent automation solutions a plus. 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. 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. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. 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.

Requirements

Must be highly motivated and an independent leader with a strong work ethic
Exceptional written, verbal, and visual communication and story-telling skills.
Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.
Ability to effectively manage ambiguity and apply problem solving skills
Able to prioritize and manage multiple concurrent initiatives
Ability to simplify and communicate complex subject matter
At least 5 years of relevant experience in wealth management field branches, consulting or careers where a similar skill set is developed and demonstrated.
Bachelor's Degree required.
Strong analytical, strategic thinking and problem-solving skills.

Nice To Haves

Experience with Agile or application development methodology for technology projects is a plus.
Experience designing and delivering Agentic AI and/or Generative AI solutions a plus.
Experience delivering enterprise workflow and intelligent automation solutions a plus.

Responsibilities

Serve as a subject matter expert of the Field Service organization in design and development discussions with platform and technology partners, providing expert insights and guidance.
Champion the identification of opportunities for efficiency improvements within the field.
Leverage strong relationships developed through branch visits and virtual meetings to advocate effectively on behalf of the field.
Lead the collection of feedback on initiatives and develop strategies to enhance engagement and adoption of new tools as they are implemented.
Spearhead critical strategic change initiatives, working closely with platform and business partners to ensure successful execution.
Establish and implement standards for measuring success, such as key performance indicators (KPIs), to track progress and outcomes.
Play a critical role in partnering across various Client Segment Group Business areas to collaborate and deliver cohesive, scalable solutions that benefit the broader organization.
Identify and elaborate on critical use cases and business processes that require innovation.
Ensure alignment with the organization's vision and goals while addressing essential user and business needs.