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Description

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.

Department Profile

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.

Primary Responsibilities

As a member of the BTS team, this individual will provide program management and delivery support for key business initiatives. The initial primary focus of this role will be support of a business transformation project that will span Morgan Stanley divisions. For this project and others to be undertaken, this role will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting. 

Key responsibilities will include but will not be limited to the following:

• 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.

Skills Required:

• 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.

• Occasional travel may be required.

Qualifications

• 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.

This role will be filled in either Dallas, TX or Westchester, NY

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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.

Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

*Please note, final base compensation could vary based on location.

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).