Vice President, Project Manager - Business Transformation Services

Morgan Stanley•Dallas, TX

9d•Onsite

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 and across the Firm. BTS supports initiatives focused 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

Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Proven ability to manage multiple projects and priorities.
Proven 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 for various levels of management.
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.
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.

Nice To Haves

Advanced degrees a plus.

Responsibilities

Provide program management and delivery support for key business initiatives, with an initial focus on a business transformation project spanning multiple Morgan Stanley divisions.
Coordinate across multi-disciplinary teams focusing on program planning, readiness planning, and program execution across all impacted groups (business, technology, operations, external stakeholders).
Manage risk monitoring and remediation planning, and provide management reporting.
Partner with all functional disciplines impacted by transformation deliverables to define program plans and readiness strategy covering various phases of integration and transformation.
Contribute to strategy to implement short and long initiatives along a structured plan.
Identify and propose solutions to risk issues and new business initiatives by working with various partners within the organization.
Translate strategy into actionable plans with defined ownership and roles/responsibilities, and ensure delivery of activities.
Create a governance structure for managing complex activities involving multiple businesses, technology, marketing, communications, training, and control partners.
Build and maintain a firm-wide delivery roadmap to drive priorities, identify dependencies, and ensure appropriate engagement with clients and participants.
Provide transparency and reporting to stakeholders and senior management.
Provide mechanisms to capture and monitor remediation of potential risks or issues.
Enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
Ensure accurate and consistent reporting of activities across all governance forums outside of direct control.