Strategic Project Management Specialist, AVP

Morgan Stanley; Purchase (NY); On-site; USD 85,000 - 135,000; Full time

Job summary

Morgan Stanley in Purchase, NY seeks an experienced project manager to lead complex initiatives within Wealth Management. You will coordinate end-to-end delivery, gather requirements from stakeholders, and govern project artifacts while producing senior-management communications.

The role demands 3–5 years of industry experience, exceptional organizational skills, and the ability to prioritize multiple workstreams in a fast-paced environment. Excellent communication is essential.

Qualifications

• Bachelor's degree required.
• 3-5 years of relevant industry experience.
• Highly organized with strong attention to detail; able to prioritize and manage multiple workstreams in a fast-paced environment.
• Self-starter who is motivated, intellectually curious, and solutions-oriented.
• Ability to learn new products, processes, and apply judgment to deliver outcomes aligned to business goals.
• Strong written and verbal communication skills, with experience partnering across teams and engaging senior stakeholders.

Responsibilities

• Coordinate day-to-day execution to support end-to-end delivery of multiple projects, ensuring alignment to business objectives, timelines, and dependencies.
• Partner with business stakeholders to gather and define requirements, success criteria, and key dependencies, translating inputs into clear project deliverables.
• Draft, maintain, and govern core project artifacts (e.g., scope, project plans/schedules, resource assumptions, and risk/issue logs).
• Produce senior management-ready communications, including presentations, dashboards, and status reports, highlighting progress, milestones, risk/issues, achievements and required decisions.
• Provide coordination and working-level guidance to project team members to enable effective collaboration, consistent communications, and continuous process improvement.
• Demonstrate strong organizational skills and attention to detail, effectively prioritize work in a dynamic environment, and quickly learning/adapting to new tools and platforms.

Skills

Strong communication

Cross-functional work

Project management

Organizational skills

Stakeholder management

MS Office

Education

Bachelor's degree

Tools

MS Office

Excel

PowerPoint

Job description

Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyle, perspectives, and needs is an important part of our culture. Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. The Morgan Stanley at Work COO team supports various business areas, including Global Public Equity, Global Private Markets, Executive Financial Services, and Retirement and Financial Wellness. We are seeing an experienced project manager to lead complex projects that advance strategic initiatives. The ideal candidate will have a strong project management background, excellent communication skills, and the ability to collaborate effectively with cross-functional teams.

Key responsibilities include:

• Coordinate day-to-day execution to support end-to-end delivery of multiple projects, ensuring alignment to business objectives, timelines, and dependencies.
• Partner with business stakeholders to gather and define requirements, success criteria, and key dependencies, translating inputs into clear project deliverables
• Draft, maintain, and govern core project artifacts (e.g., scope, project plans/schedules, resource assumptions, and risk/issue logs) ensuring accuracy and traceability
• Produce senior management-ready communications, including presentations, dashboards, and status reports, highlighting progress, milestones, risk/issues, achievements and required decisions across the book of work.
• Provide coordination and working-level guidance to project team members to enable effective collaboration, consistent communications, and continuous process improvement
• Demonstrate strong organizational skills and attention to detail, effectively prioritize work in a dynamic environment, and quickly learning/adapting to new tools and platforms.

Qualifications:

• Bachelor's degree required
• Minimum of 3-5 years of relevant industry experience
• Highly organized with strong attention to detail; able to prioritize and manage multiple workstreams in a fast-paced environment
• Self-starter who is highly motivated, intellectually curious, and solutions-oriented, with the ability to work independently while knowing when to escal
• Demonstrated ability to learn new products, processes, and apply judgment to deliver outcomes aligned to business goals
• Strong written and verbal communication skills, with experience partnering across teams and engaging senior stakeholders, able to synthesize complex information into clear, actionable updates
• Highly proficient in Microsoft Office, Excel, and PowerPoint
• Strong communication and stakeholder management skills, including working with senior managers

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 $135,000 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, whic