Strategic Change Manager - Associate

Morgan Stanley; Town/Village of Harrison (NY); On-site; USD 58,000 - 115,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for internal mobility

Job summary

Morgan Stanley is seeking a Strategic Change Manager - Associate to support transformative initiatives within Wealth Management. The ideal candidate will help modernize business processes, ensure smooth transitions to new systems, and enhance overall efficiency through innovative technology solutions.

This role seeks a leader with at least 2 years of experience in wealth management or consulting, exceptional communication abilities, and strong analytical skills. Expected pay ranges from $58,000 to $115,000 annually, depending on individual qualifications and circumstances.

Qualifications

• At least 2 years of relevant experience in wealth management or consulting.
• Strong analytical, strategic thinking, and problem-solving skills.
• Experience with Agile or application development methodology is a plus.

Responsibilities

• Support critical workstreams of strategic change initiatives.
• Lead the development of presentations for cross-functional teams.
• Build trusted relationships with stakeholders.
• Manage program milestone management and tracking.
• Liaise between business and technology teams.

Skills

Motivated independent leader

Exceptional communication skills

Strong analytical skills

Ability to manage ambiguity

Prioritization of multiple initiatives

Simplification of complex subjects

Education

Bachelor’s Degree

Job description

Strategic Change Manager - Associate

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:

• Support critical workstreams of strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business requirements, 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.

• Support and lead the development of presentations and updates for 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.

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

• Support the development of critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs.

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

• Manage efforts to incorporate new and enhanced software/applications and automation capabilities onto the Workflow and other Wealth Management platforms.

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 2 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.

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 $58,000 and $115,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).