Stock Plan Project Operations- Manager (AVP)

474 MS Services Group, Inc.; United States; On-site; USD 82,000 - 133,000; Full time

Job summary

Morgan Stanley is seeking a Stock Plan Project Operations Manager within Change, Analytics & Strategy to drive operating and technology strategies, manage transformation initiatives, and lead Agile fleet activities for the Stock Plan business. You will collaborate with the Morgan Stanley At Work Operations Change the Bank team to deliver impactful business outcomes.

The role emphasizes front-to-back knowledge of Stock Plan processes, data analysis, risk remediation, and the use of automation/AI

Qualifications

• 3+ years of project experience in Wealth Management or related field.
• Subject matter expertise in Stock Plan operations and back-to-front processes.
• Experience designing and validating UAT strategies and test plans.

Responsibilities

• Manage complex Stock Plan projects and improve operations effectiveness.
• Lead front-to-back knowledge transfers and analytics, with risk remediation.
• Develop UAT plans, test cases, and validation with business users.
• Coordinate work, train team members, and track change control milestones.
• Build relationships with partners and internal/external stakeholders.
• Leverage automation and AI tools to drive day-to-day efficiency.
• Translate strategy into actionable plans with ownership and clear roles.
• Produce program status reports for senior management and portfolio reviews.
• Provide transparency on issues and risks and implement mitigation strategies.
• Develop KPIs and metrics for leadership review.
• Lead by example, work independently and with high activity levels.

Skills

Project management

Agile

Data analysis

Process improvement

UAT planning

Communication

Leadership

Automation tools

AI tooling

Tools

Alteryx

UIPath

Microsoft CoPilot

Job description

The Stock Plan Project Operations Manager is a Team Specialist position at Director P3 level within Change, Analytics & Strategy, which is responsible for developing operating and technology strategies, managing and executing transformation initiatives, leading Agile fleet activities, driving innovation, developing analytics solutions and delivering business outcomes. This role will support the Morgan Stanley At Work Operations Change the Bank team.

The focus will be on managing and delivering projects for Stock Plan business and to improve Operations effectiveness to support.

• Manage complex processes and/or support significant process management/project efforts
• Serve as a subject matter expert with front-to-back knowledge of Stock Plan operational processes and platforms, working with Team Manager to perform data analysis, process improvement, identify & remediate risks, propose and implement improvements/changes
• Participate in the design and development of UAT strategies, test plans, and test cases in collaboration with business users to validate that systems meet business requirements
• Coordinate work, train and develop other team members where required, including documentation and tracking of change control milestones and tasks for multiple projects
• Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and points of contact with internal and external organizations
• Leverage automation and internal Artificial Intelligence tools to efficiently execute on day to day activities as part of the role as well as for solutions to implement for stakeholders you support
• Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities
• Build program and project status reporting aligned with enterprise project portfolios
• Provide transparency to Senior Management with respect to Portfolio issues, risks and recommend/implement strategies for effective and efficient operations.
• Develop, implement and present KPIs / metrics to senior management
• Perform other duties and special projects as assigned
• Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
• Ability to operate independently across the majority of day-to-day responsibilities
• Strong organizational, project management and analytical skills
• Strong written and verbal communication skills
• Ability to think commercially, understand the impact of initiatives, risks on the operational budget
• Ability to address non-standard issues within area of expertise
• Self-motivated and able to work in a strong team and high activity environment
• Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
• Experience with Automation and AI tools (ie. Alteryx, UIPath, Microsoft CoPilot)
• Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
• At least 3 years' of project experience within the industry, preferably in Wealth Management
• Experience in Equity Compensation is a plus

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 $82,000 and $133,000 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.