WM Platforms COO/Program Manager, AVP - Morgan Stanley : Job Details

This role sits in our Purchase, NY office and will be required to be onsite 3-4 days a week.

About Us

Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Division Profile

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary

The Program Management AVP for Wealth Management Platforms will provide program management support and oversight for select initiatives. This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. The individual will collaborate with partners in Technology and Product Management to deliver solutions for Clients and Financial Advisors.

Key Responsibilities

• Work with Leadership/Stakeholders to prioritize key features and Business outcomes that align with Platform and Firm strategy
• Partner with Fleet Leads and Product Owners to conduct current state analysis and develop target state
• Lead problem solving discussions
• Provide general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention
• Provide meeting support including meeting set-up, meeting notes, and preparing draft/tentative agendas ahead of upcoming meetings

Provide support for program governance, LRC, business launch and testing strategy

• Provide transparency to stakeholders and leadership into progress towards goals, risks and issues
• Maintain strong partnerships with teams across the business and technology to drive successful execution

Experience

• Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required
• Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry
• Partnering/working with stakeholders across different areas

Skills Required

• Work independently and with a team, possessing strong sense of accountability and relationship-building
• Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders
• Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
• Strong organizational skills with a high attention to detail
• Independent self-starter who can manage multiple activities to aggressive deadlines
• Strong time management skills and ability to drive projects to completion within budget
• Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rate for the role will be between $85,000 and $135,000 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. 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).