Vice President, Project Manager - Business Transformation Services

Morgan StanleyCoppell, TX
$99,000 - $171,000

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. This role will provide program management and delivery support for key business initiatives, with an initial focus on a business transformation project spanning Morgan Stanley divisions. The role involves coordinating across multi-disciplinary teams, focusing on program planning, readiness planning, program execution, risk monitoring, remediation planning, and management reporting.

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

  • Work in a matrix reporting structure and partner with all functional disciplines impacted by transformation deliverables to define program plans and readiness strategy that covers the 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 that involve multiple businesses, technology, marketing, communications, training and control partners.
  • Build and maintain a firm-wide delivery roadmap that can be used 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 & monitor remediation of any potential risks or issues. In addition, 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.

Benefits

  • commission earnings
  • incentive compensation
  • discretionary bonuses
  • other short and long-term incentive packages
  • other Morgan Stanley sponsored benefit programs
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service