Vice President

Morgan Stanley; Illinois; On-site; USD 140,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Transformation Officer within CORDS to drive strategic change across onboarding, KYC and regulatory programs. You will lead agile transformation efforts, mentor Product Owners and Scrum Masters, and partner with senior stakeholders to deliver scalable, data-informed outcomes that enhance efficiency and risk controls.

You will establish governance, maintain key artifacts, and guide teams through modernization initiatives while leveraging Jira, DevOps tools, and EUC

Qualifications

• Experience leading large-scale agile transformations.
• Ability to align business strategy with delivery across multiple functions.
• Strong stakeholder management and governance coordination.

Responsibilities

• Own strategic, large-scale agile transformations and digitization projects with cross-functional stakeholders.
• Ensure agile teams deliver value frequently and align with CORDS goals.
• Manage project roadmaps, track progress, escalate issues and ensure timely delivery.

Skills

Agile transformation leadership

Strategic project management

Stakeholder management

Team mentoring

Data-driven decision making

Change management

Effective communication

AI awareness

Tools

Jira

DevOps tools

EUC tools

Job description

Company Profile

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 lifestyles, perspectives and needs is an important part of our culture.

Division Profile

One of the largest divisions in the Firm, Operations is the first line of defense for Morgan Stanley’s financial and reputational well-being and essential in delivering value to our clients. Operations has a world-class team of innovative and dedicated professionals, with a unique vantaje point in the Firm interacting with all parts of the business, front to back. Operations leadership is passionate about people development and providing best in class employee opportunities through a diverse and inclusive work environment defined by open communication, collaboration, learning, and proactive career

Team Profile

Client Onboarding and Reference Data Services (CORDS) is an Operations group is responsible for adherence to client regulatory requirements during the life of the client’s relationship with Morgan Stanley. This includes Anti-Money Laundering (AML) Client Reference Screening, Know Your Client (KYC), and other non- KYC AML regulations such as MIFID, QIB, QFC, Dodd Frank, EMIR, HKPI, etc. CORDS has a global footprint with offices in Hong Kong, Bangalore, Mumbai, Tokyo, London, Glasgow, Baltimore, and New York.

Background On the Role:

The Transformation team within CORDS owns the strategic change agenda spanning all operations teams in the client lifecycle management process, including Onboarding, KYC Refresh, Market Regulations, Screening & Offboarding. The team ensures the consistent and effective deployment of transformational initiatives through agile project management and UAT oversight activities and realization of benefits through tracking change impact. A Transformation Officer role is a senior, strategic position focused on transforming operations into a more scalable, adaptable, automated customer‑centric environment. They act as a bridge between high‑level business strategy and the daily execution of technical and business change.

Primary Responsibilities:

The individual will be required to:

• Own strategic, large-scale agile transformations and digitization projects in partnership with cross functional stakeholders.
• Ensuring that agile teams (squads) are delivering value frequently, predictably, and in alignment with CORDS goals.
• Manage and execute project roadmap, tracking progress throughout the project lifecycle, escalating issues, and ensuring effective delivery to time.
• Establishing and maintaining appropriate Agile/Change management practices across the fleet to drive consistency.
• Managing and mentoring a team of Product Owners, Agile Practitioners and Scrum Masters to enhance team maturity.
• Ensure maintenance of key project management documentation and artifacts (e.g., risk logs, issues logs, requirements documents, test plans, and implementation strategies).
• Lead, participate, and represent the team in appropriate governance and working group forums to facilitate project progress and ensure all components remain on track.
• Manage stakeholder communication throughout the project lifecycle to ensure all invested parties are appraised of progress and issues are resolved in a timely manner.
• reporting structures that provide instant access to portfolio metrics, enabling data-driven decision-making for senior stakeholders.
• Ability to influence stakeholders, manage cross-functional teams, and explain complex concepts to non-specialists.
• A strong Transformation Mindset - solution orientated and drives innovation
• Management Experience committed to creating an environment where teams thrive and produce their best work
• A collaborative leadership approach, focusing on enabling teams rather than issuing instructions.
• Advanced knowledge of change management applications (Jira, DevOps tools, EUC) and Microsoft Office (Excel, PowerPoint, SharePoint).
• AI either under Desired or required skills. They need to have more than a casual awareness of AI to come into this space and be effective from day 1
• Data & metrics driven/understanding of

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.

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.