Executive Director, Project Manager - Business Transformation Services

474 MS Services Group, Inc.; United States; On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley invites applications for a senior program/ project management role focused on leading complex, cross-functional initiatives in financial services. The successful candidate will design governance structures, coordinate across business, tech, and control partners, and drive delivery while maintaining rigorous documentation and risk controls.

Ideal candidates bring 10+ years in project or product management within wealth management, FinTech, or consulting, with exceptional

Qualifications

• BS/BA degree required.
• Advanced degrees a plus.
• A minimum of 10 years of professional experience in project management, product management or technology.
• Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting.
• Occasional travel may be required.
• Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
• Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders.
• Ability to lead and influence cross-functional teams where there is no direct reporting chain.
• 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 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 technical requirements.
• Experience managing major organizational change programs, such as merger integrations or corporate restructure.
• Experience working with cross functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
• Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint

Responsibilities

• Work with all functional disciplines impacted by the project to ensure end-to-end planning is comprehensive and results in a project plan.
• Create a governance structure for managing complex programs that involve multiple business, technology and control partners.
• Build and maintain a program roadmap to drive delivery priorities.
• Manage dependencies with legal, risk and compliance partners.
• Provide transparency to stakeholders into progress towards project goals.
• Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. with audit trail.
• Provide mechanisms to capture and monitor remediation of any potential risks.
• Enable escalation of items impacting timely delivery or scope changes.
• Monitor project costs and resource allocations to ensure investment aligns with firm priorities.
• Ensure reporting across governance forums outside direct control.
• Oversee project managers and consultants to deliver against firm priorities.

Skills

BS/BA degree

Advanced degrees

10+ years experience

Financial services

Cross-functional leadership

Strong written & verbal communication

PowerPoint

Excel

SharePoint

Travel willingness

Education

BS/BA degree

Advanced degrees

Tools

PowerPoint

Excel

SharePoint

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.

Primary Responsibilities

• 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 project
• Create a governance structure for managing complex programs that involve multiple business, technology and control partners
• Working with key business partners, build and maintain a program roadmap that can be used to drive delivery priorities
• Manage dependencies with legal, risk and compliance partners
• Provide transparency to stakeholders into progress towards project goals
• 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
• Monitor project costs and resource allocations to ensure investment is used in the best interests of Firm
• Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control
• 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
• Manage project managers and consultants to deliver against firm priorities

Qualifications

• BS/BA degree required.
• Advanced degrees a plus.
• A minimum of 10 years of professional experience in project management, product management or technology
• Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting
• Occasional travel may be required
• Proven ability to manage delivery/execution of a wide range of tasks and initiatives
• Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders
• Ability to lead and influence cross-functional teams where there is no direct reporting chain
• 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 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 technical requirements
• Experience managing major organizational change programs, such as merger integrations or corporate restructure
• Experience working with cross functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
• Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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 $150,000 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 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.

What We Do