WMF Strategy & Initiatives Director

Morgan Stanley•New York, NY

8d•$100,000 - $135,000

About The Position

We're seeking someone to join our Strategy & Initiatives team as a Director in Wealth Management Finance. The Wealth Management Finance Strategy & Initiatives team partners closely with the Finance division and the Wealth Management Business Unit to drive strategic transformation and support new business growth. As a key member of this team, you will lead and execute projects focused on simplifying and modernizing Wealth Management Finance data and systems infrastructure. You will also serve as a representative for Finance, collaborating with business partners on new initiatives and strategic priorities. This role provides an opportunity to manage both small and large projects across the Wealth Management Finance organization, working with stakeholders to deliver impactful solutions and drive continuous improvement. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Director level position within our Portfolio & Change Management Job Family which manages strategic change management, process re-engineering, and establishment of control procedures for projects with a focus on milestone delivery across projects, managing risks and issues that impact program objectives and facilitating communication across related projects and impacted stakeholders to keep programs on track. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Requirements

Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
B.A./B.S. in relevant field
5+ years of relevant experience
A high aptitude for numbers and a quick grasp of new applications and technology
Must be willing to learn, grow and remain agile
Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
A desire to work in a team-based environment and contribute as a team player
Extremely proficient with both MS Office

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
Act as a role model and culture carrier; Embody and set an example of the Firm's values and holds yourself and others accountable to Firm standards
Collaborate with Wealth Management Finance, Technology, and Business partners to assist in managing and executing large-scale, enterprise-wide strategic initiatives.
Understand new business initiatives and consult with appropriate Finance teams to define strategic approaches, and define deliverables.
Drive continuous improvement of existing Wealth Management Finance systems, data and infrastructure.
Work cross-functionally, partnering with stakeholders while ensuring accountability for deliverables.
Ensure comprehensive documentation of project requirements, design, testing, and implementation processes.
Track and follow up on all project-related issues to ensure timely resolution and ability to anticipate and escalate risks.
Create and deliver presentations to senior management detailing project status, resource allocations, and resource needs.
Leveraging agile methodologies for effective project execution.
Build and maintain strong partnerships across Finance, IT, and other business and product areas to support successful outcomes.
Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function.