WM Platforms COO/Project Manager

Company Profile:

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.

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 Overview:

The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out. 

The Portfolio Management & Execution Strategy Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives.

This specific role will be supporting teams across Morgan Stanley at Work and Digital Client Experience Platforms.

Morgan Stanley at Work is a division within Morgan Stanley Wealth Management which offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients.

Job Overview

As part of the PMES PMO team, this individual will provide program oversight and support across the platform portfolio and for select initiatives across critical WM platforms. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients.

Principal Responsibilities

• Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget
• Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership 
• Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy
• Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy
• Assist in the development of the target operating, service, and support models
• Support Engagement & Adoption strategy, and provide support for pilot and business launch
• Maintain strong partnerships with teams across the business and technology teams to drive successful execution
• Provide transparency to stakeholders into progress towards goals, including leading governance

Desired Skills

• Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately
• Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance

• Problem solving and consensus-building skills  
• Strong presentation skills, including ability to create PowerPoint presentations for various levels of management
• Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall) 
• Ability to organize and prioritize work
• Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making
• 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
• Eagerness to learn the business and understand technical requirements 
• Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams
• BS/BA degree required 
• Minimum of 6-8 years of professional experience in project management, product management or technology 
• Experience in the financial services industry, Wealth Management, or consulting
• Agile training a plus, but not required

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Expected base pay rate 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).

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).