Strategic Change Manager - Associate

711 MS Smith Barney, LLC; Town/Village of Harrison (NY); On-site; USD 58,000 - 115,000; Full time

Job summary

Morgan Stanley in Purchase, NY seeks a Strategic Change Manager – Associate Wealth Management Platforms to drive transformation across processes, technology, and automation in Wealth Management.

You will partner with cross-functional teams, manage milestones, shape user journeys, and deliver outcomes that increase efficiency and client focus, all while navigating ambiguity and delivering AI-enabled solutions.

Qualifications

• At least 2 years of relevant experience in wealth management, consulting or similar field.
• 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.

Responsibilities

• Support critical workstreams from concept through post-execution measurement.
• Assist and lead development of presentations for cross-functional teams and senior management.
• Build trusted relationships with stakeholders across functions.
• Support program milestone management and risk/issue escalation.
• Develop user journeys, use cases, and workflows aligned with goals.
• Liaise between business, technology, operations and field service teams.
• Manage onboarding of new software and automation on Wealth Management platforms.

Skills

Independent leadership

Communication skills

Self-starter

Ambiguity management

Multitasking

Simplifying complex topics

Education

Bachelor's Degree

Tools

Agile Methodology

Agentic AI/Generative AI

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 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.