Strategic Change Manager, Assistant Vice President

Morgan Stanley; Purchase (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking a Strategic Change Manager - Assistant Vice President for its Wealth Management Platforms in Purchase. You will drive transformative change, bridging business, technology, and operations to deliver platform solutions and new processes at scale.

The role emphasizes end-to-end program management, risk/issue escalation, and embedding AI-enabled workflows across platforms. Strong communication and ownership are essential to succeed.

Qualifications

• At least 5 years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated.
• Bachelor’s Degree required.
• Strong analytical, strategic thinking and problem-solving skills.
• Experience with Agile or application development methodology for technology projects is a plus.
• Experience designing and delivering Agentic AI and/or Generative AI solutions a plus.
• Experience delivering enterprise workflow and intelligent automation solutions a plus.

Responsibilities

• Help lead and drive critical strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business process flows, performing impact analysis, end-to-end user testing and feedback support, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics.

Skills

Independent leader

Strong communication

Ownership & accountability

Problem solving

Prioritization

Stakeholder management

Education

Bachelor's Degree

Tools

Agile

Job description

Strategic Change Manager - Assistant Vice President

Wealth Management Platforms

Location: Purchase

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals.

The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence, and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.

We are seeking a candidate who is energized by the opportunity to drive transformative change at scale. The candidate will help drive initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.

Primary responsibilities include:

• Help lead and drive critical strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business process flows, performing impact analysis, end-to-end user testing and feedback support, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics.

• Liaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation.

• Plan, structure, and facilitate meetings with cross-functional teams, control partners, and senior management to facilitate alignment and decision-making.

• Build trusted relationships with stakeholders across a range of functions to anticipate needs, gather input, and ensure clear communication.

• Lead program milestone management, end-to-end program tracking, coordination, and risk/issue escalation.

• Provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models.

• Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs.

Skills Required:

• Must be highly motivated and an independent leader with a strong work ethic

• Exceptional written, verbal, and visual communication and story-telling skills.

• Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.

• Ability to effectively manage ambiguity and apply problem solving skills

• Able to prioritize and manage multiple concurrent initiatives

• Ability to simplify and communicate complex subject matter

Qualifications:

• At least 5 years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated.

• Bachelor’s Degree required.

• Strong analytical, strategic thinking and problem-solving skills.

• Experience with Agile or application development methodology for technology projects is a plus.

• Experience designing and delivering Agentic AI and/or Generative AI solutions a plus.

• Experience delivering enterprise workflow and intelligent automation solutions 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 $85,000 and $140,000 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.