Head of Strategy for OCIO

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 Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust.

Position Summary

Morgan Stanley’s Outsourced Chief Investment Office (OCIO) provides portfolio management to clients of Morgan Stanley Wealth Management. OCIO partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g. Foundations, Endowments, Retirement Plans, UHNW Individuals, and Family Offices).

The Head of Strategy for OCIO has pivotal role leading a team responsible for defining strategic priorities for the business by identifying areas to improve business growth and/or efficiency, by assessing industry trends and competitive landscape, and by identifying strategic fit of initiatives with broader Wealth Management business priorities. The team is responsible for both devising strategies as well as driving implementation of the prioritized strategic projects in partnership with key stakeholders.

Job Duties and Responsibilities:

• Identify and drive strategic priorities for OCIO based on deep understanding of market trends, business performance, and competitive landscape

• Lead strategic projects end-to-end from idea generation to successful implementation

• Forge strong partnership with business leaders across the business and the Firm more broadly to drive successful launch of strategic projects

• Develop executive presentations and lead strategy discussions with senior stakeholders

• Manage strategic dashboard of key performance metrics and provide senior management with fact-based recommendations for business improvement

• Develop strong strategy team capable on taking on leadership roles for specific projects

Qualifications:

• 8+ years of professional experience in strategy, either in management consulting or within internal strategy teams, ideally within wealth management or related financial services

• Distinctive quantitative and qualitative analytical skills applied to problem solving of complex issues

• Self-motivated and autonomous, with strong sense of ownership and accountability

• Ability to forge partnerships with senior stakeholders and work collaboratively at all levels within the organization

• Strong project and time management skills; ability to lead cross functional work efforts

• Excellent executive communication skills

• Bachelor’s degree 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 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 $180,000 and $250,000 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).