Senior Transformation Program Manager

Morgan Stanley; Dallas (TX); On-site; USD 99,000 - 171,000; Full time

Job summary

Morgan Stanley is seeking an experienced program delivery professional to support a business transformation across Wealth Management divisions. The role coordinates multi-disciplinary teams, emphasizes readiness planning, governance, and timely delivery of complex initiatives.

The successful candidate will have 6–8 years in PM or management consulting in financial services, with strong Excel/PowerPoint/SharePoint skills, and a track record in change programs and stakeholder collaboration.

Qualifications

• A minimum of 6-8 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
• BS/BA degree required. Advanced degrees a plus.

Responsibilities

• Work in a matrix reporting structure and partner with all functional disciplines impacted by transformation deliverables to define program plans and readiness strategy that covers the various phases of integration and transformation.
• Contribute to strategy to implement short and long initiatives along a structured plan.
• Identify and propose solutions to risk issues and new business initiatives by working with various partners within the organization.
• Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities.
• Create a governance structure for managing complex activities that involve multiple businesses, technology, marketing, communications, training and control partners.
• Build and maintain a firm-wide delivery roadmap that can be used to drive priorities, identify dependencies and ensure appropriate engagement with clients and participants.
• Provide transparency and reporting to stakeholders and senior management.
• Provide mechanisms to capture & monitor remediation of any potential risks or issues. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
• Ensure accurate and consistent reporting of activities across all governance forums outside of direct control.

Skills

Program management

Cross-functional leadership

Strategic planning

Stakeholder management

Change management

Communications

Presentations

Excel proficiency

Education

BS/BA degree

Advanced degrees a plus

Tools

Excel

PowerPoint

SharePoint

Job description

Morgan Stanley is seeking an experienced program delivery professional to support a business transformation across Wealth Management divisions. The role coordinates multi-disciplinary teams, emphasizes readiness planning, governance, and timely delivery of complex initiatives.

The successful candidate will have 6–8 years in PM or management consulting in financial services, with strong Excel/PowerPoint/SharePoint skills, and a track record in change programs and stakeholder collaboration.