Wealth Management Platform Manager
Morgan Stanley
Wealth Management Platform Manager
Morgan Stanley
Manages investments and advises on financing
About Morgan Stanley
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.
Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.
Department Overview
In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals
WM Platforms manages industry-leading platforms across all WM channels and client segments, with a mission to deliver a unified digital experience, unlock growth, and drive efficiencies. The PMO team serves as a trusted partner to platform owners, providing program oversight and end-to-end execution support—from idea generation through implementation and rollout—ensuring platform enhancements are delivered seamlessly across Advisor, Workplace, and Direct channels.
What you’ll do in the role:
You will lead end-to-end program execution for select WM Platforms initiatives, translating strategy into integrated plans, milestones, and measurable outcomes.
Partner with Product, Technology, UX, Analytics, Risk/Controls, Legal, Compliance, and business channels to align scope, priorities and dependencies that enable disciplined execution across the portfolio.
You will be accountable for weekly, monthly, and quarterly reporting, synthesizing updates from Product and Technology teams into clear executive-ready views of progress, risks, issues, and decisions.
You will drive day-to-day delivery rigor by coordinating cross-functional teams, tracking actions, and ensuring timely resolution of blockers through structured problem solving and escalation.
Partner with Risk, Legal, and Compliance to ensure appropriate controls, documentation, and approvals are embedded throughout the delivery lifecycle.
Manage delivery readiness across testing strategy, release planning, and business launch activities, coordinating with Technology, QA, and business stakeholders.
You will be the point person for ad-hoc requests and urgent issue mitigation, leading structured problem-solving with Technology, Product, Legal, Compliance, Fraud, and Risk partners and escalating as needed.
Manage centralized documentation and delivery artifacts by maintaining an organized Teams repository that supports auditability, transparency, and consistent program execution.
Skills Required:
A BS/BA degree is required, along with 5+ years of professional experience in financial services, Wealth Management, and/or consulting with a focus on project/program management, product management, and/or technology delivery.
Demonstrated ability to drive cross-functional execution across Product, Technology, UX, Analytics, Marketing, Risk, Compliance, and business stakeholders
Strong analytical and problem-solving skills, including the ability to perform data analysis in Microsoft Excel
Advanced proficiency in Microsoft Excel, PowerPoint, Word, Teams, SharePoint (and Project where applicable), with the ability to produce executive-ready materials and clear management reporting.
Excellent written, verbal, and interpersonal communication skills, with the ability to tailor messages by audience and build trusted relationships with senior stakeholders.
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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Manages investments and advises on financing
Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.
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