Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.

The Wealth Management Automation & Workflow Solutions (A&W) team is responsible for driving business transformation across Wealth Management and beyond, with a focus on automation, process optimization, innovation, and centralization opportunities. The team leads various strategic initiatives that involve developing workflow solutions to address complex problems while driving business enablement and efficiency.

We are seeking a highly motivated professional to join this dynamic team. The candidate will lead initiatives responsible for enhancing and maintaining service and processing platforms for various business areas. Primary focus areas will cover the analysis, design, and delivery of workflow solutions to establish and enhance existing business processes within Central Risk Organization, develop integrated Automation Workflow Program and a broader portfolio of business transformation projects to support various operations and central teams across Wealth Management.

Primary Responsibilities Include

• Manage efforts to incorporate new technology capabilities onto the Wealth Management Workflow Ecosystem
• Oversee, create, and implement business cases and technology requirements for projects that reduce risk, drive operational efficiency and business enablement
• Act as a liaison between business, product, User Experience, and technology teams to identify and prioritize platform enhancement scope, milestones, and timelines
• Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs
• Deliver end user engagement and adoption initiatives, including training collateral development and management

Skills & Qualifications:

• Bachelor’s degree required

• 5+ years of experience in financial services, wealth management, and/or business strategy/reengineering fields
• Strong analytical, strategic thinking, & problem-solving skills with the ability to execute on strategic solutions
• Strong project management, organization, communication, attention to detail and analytical skills
• Proven ability to manage delivery/execution of a wide range of tasks and initiatives
• Ability to quickly turnaround high-quality work without sacrificing skill or accuracy
• Experience developing partnerships & successfully coordinating across multiple lines of business/product areas.
• Ability to work in a fast-paced environment, managing expectations and deadlines across various projects.
• Possess strategic thinking and ability to plan and execute efficiently on assigned projects
• Excellent written and verbal communication skills
• Strong proficiency in Microsoft Office particularly in PowerPoint
• Experience with Agile or application development methodology for technology projects, including user story creation, is a plus
• Knowledge of Software development life cycle & understanding of Product Management software (JIRA) a plus

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 rates for the role will be between $110,000 and $180,000 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).