About The Position

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. 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.

Requirements

  • 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.
  • BS/BA degree required; advanced degrees a plus.
  • Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
  • Proven ability to manage multiple projects and priorities.
  • Experience developing partnerships with and successfully coordinating across various business and functional stakeholders.
  • Ability to lead and influence cross-functional teams where there is no direct reporting chain.
  • Experience managing major organizational change programs, such as merger integrations or corporate restructure.
  • 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 create polished PowerPoint presentations.
  • Independent self-starter who can manage multiple activities to aggressive deadlines.
  • Eagerness to learn the business and understand detailed technical requirements.
  • Experience working with cross functional teams, including product management, UX, technology, marketing, communications, learning & development, legal and compliance.
  • Highly skilled in Microsoft Excel, PowerPoint, and SharePoint.

Responsibilities

  • Provide program management and delivery support for key business initiatives.
  • Coordinate across multi-disciplinary teams with a focus on program planning, readiness planning and program execution.
  • Identify and propose solutions to risk issues and new business initiatives.
  • Translate strategy into actionable plans with defined ownership and roles/responsibilities.
  • Create a governance structure for managing complex activities involving multiple businesses.
  • Build and maintain a firm-wide delivery roadmap to drive priorities and identify dependencies.
  • Provide transparency and reporting to stakeholders and senior management.
  • Capture & monitor remediation of any potential risks or issues.
  • Ensure accurate and consistent reporting of activities across all governance forums.

Benefits

  • Comprehensive employee benefits and perks.
  • Opportunities for professional development and career growth.
  • Support for employees and their families at every point along their work-life journey.
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