Director, Project Manager - Business Transformation Services

474 MS Services Group, Inc.; Coppell (TX); On-site; USD 76,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Project Manager within the BTS team of Wealth Management to drive programs from initiation to scale, collaborating with business, technology and risk partners to build governance, reporting and execution models.

You will require 3–5 years of project management or related experience in financial services, strong communication skills, and the ability to deliver high-quality work in a fast-paced environment; proficiency with Excel, PowerPoint, Word, Project, Visio,

Qualifications

• BS/BA degree required; advanced degrees are a plus.
• 3–5 years in project management, product development, business management, or consulting in financial services.
• Ability to deliver high-quality work in a fast-paced environment.
• Proven ability to lead and influence cross-functional teams to meet deadlines.

Responsibilities

• Lead end-to-end project planning with all impacted disciplines.
• Analyze program dependencies and inform timelines and strategy.
• Document requirements, scope changes and maintain audit trails.
• Capture and monitor remediation of risks; escalate issues as needed.
• Develop dashboards to report project status and timelines.
• Support key program leads in delivering deliverables.
• Identify opportunities to advance projects and programs.
• Maintain partnerships with business and tech teams for execution.

Skills

Cross-functional leadership

Analytical thinking

Communication skills

Project management

Attention to detail

Ownership / accountability

Education

BS/BA degree required

Advanced degree a plus

Tools

Excel

PowerPoint

Word

Project

Visio

SharePoint

JIRA

Job description

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.

The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers / Divestitures / Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. As a member of the Business Transformation Services (BTS) team, this individual will support initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This contributor will provide support, and work with project teams to build out a project's governance, reporting and tracking, and overall execution model from initiation to scale. The candidate will be expected to think analytically and critically, be detail oriented, and client centric.

Key responsibilities include:

• Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of the initiative
• Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy.
• Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
• Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
• Ensure effective communication and reporting to functional teams, manager, stakeholders, and senior leadership. Develop program dashboards that articulate project status and timeline
• Support key program leads and resources in executing key deliverables
• Independently identify opportunities to drive project/ programs forward
• Maintain strong partnerships with business and technology teams to drive successful project execution

Qualifications:

• BS/BA degree required. Advanced degrees a plus.
• A minimum of 3-5 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management
• Ability to quickly turn around high-quality work in a fast-paced environment
• Ability to drive delivery/execution of a wide range of tasks and initiatives
• Ability to work independently, proactively and possess a strong sense of accountability / ownership
• Ability to lead and influence cross-functional teams to meet delivery timelines
• Ability to highlight key risks and issues that may impact the project / program health, and manage the risk to closure
• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
• Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management
• Independent self-starter who can manage multiple activities to aggressive deadlines
• Eagerness to learn the business and understand detailed requirements
• Organizational skills and ability to organize information in a meaningful way
• Experience managing one or various workstreams
• High attention to detail; follows through to ensure accuracy of materials
• Highly skilled in Excel, PowerPoint, Word, Project, Visio, SharePoint, and JIRA

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.

Expected base pay rates for the role will be between $76,000 and $120,000 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 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.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions-and in the ability of capital to work for the benefit of all society.