VP- Project Manager Officer- Wealth Management Operations

Morgan Stanley•New York, NY

22h

About The Position

We’re seeking someone to join our team as a Project Manager Officer in WM Operations to lead critical initiatives across the WM Operations organization with a focus on building and scaling strategic solutions through innovation and technology across the operating teams. This role is responsible for managing program status, risks, budgets, and resources across multiple workstreams, ensuring alignment with organizational goals and delivering executive-level visibility through dashboards and updates. 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. This is an Advanced Specialist position at Vice President level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner 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. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

Requirements

Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Ability to address non-standard issues within area of expertise
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
Experience in managing large scale initiatives across a variety of products, business lines, and technology
Ability to build and maintain relationships across key stakeholders and help to drive strategic goals and priorities
Strong analytical and communication skills, with the ability to synthesize complex data for executive audiences.
Expertise in risk management, budgeting, and resource planning.
At least 6 years’ relevant experience would generally be expected to find the skills required for this role

Responsibilities

Manage complex processes and/or support significant process management/project efforts
Drive end-to-end program planning and execution across WM Operations.
Define and monitor timelines, milestones, and deliverables to ensure timely delivery.
Manage program budgets and resource allocation to optimize efficiency and impact.
Identify, assess, and mitigate cross-project risks and dependencies.
Establish escalation protocols and contingency plans.
Develop and maintain high-impact dashboards and reporting tools for senior leadership.
Deliver concise, data-driven updates on program health, risks, and outcomes.
Ensure all programs support and advance WM Operations’ strategic objectives.
Partner with stakeholders to align program goals with business priorities.
Promote cross-project knowledge sharing and best practices.
Implement standardized reporting frameworks and governance models.
Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations