Vice President, Project Manager - Business Transformation Services

Morgan Stanley; Dallas (TX); On-site; USD 99,000 - 171,000; Full time

Job summary

Morgan Stanley is seeking an experienced program delivery professional to support a business transformation across Wealth Management divisions. The role coordinates multi-disciplinary teams, emphasizes readiness planning, governance, and timely delivery of complex initiatives.

The successful candidate will have 6–8 years in PM or management consulting in financial services, with strong Excel/PowerPoint/SharePoint skills, and a track record in change programs and stakeholder collaboration.

Qualifications

• A minimum of 6-8 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
• BS/BA degree required. Advanced degrees a plus.

Responsibilities

• Work in a matrix reporting structure and partner with all functional disciplines impacted by transformation deliverables to define program plans and readiness strategy that covers the various phases of integration and transformation.
• Contribute to strategy to implement short and long initiatives along a structured plan.
• Identify and propose solutions to risk issues and new business initiatives by working with various partners within the organization.
• Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities.
• Create a governance structure for managing complex activities that involve multiple businesses, technology, marketing, communications, training and control partners.
• Build and maintain a firm-wide delivery roadmap that can be used to drive priorities, identify dependencies and ensure appropriate engagement with clients and participants.
• Provide transparency and reporting to stakeholders and senior management.
• Provide mechanisms to capture & monitor remediation of any potential risks or issues. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
• Ensure accurate and consistent reporting of activities across all governance forums outside of direct control.

Skills

Program management

Cross-functional leadership

Strategic planning

Stakeholder management

Change management

Communications

Presentations

Excel proficiency

Education

BS/BA degree

Advanced degrees a plus

Tools

Excel

PowerPoint

SharePoint

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

Department Profile

The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion.

Primary Responsibilities

As a member of the BTS team, this individual will provide program management and delivery support for key business initiatives. The initial primary focus of this role will be support of a business transformation project that will span Morgan Stanley divisions. For this project and others to be undertaken, this role will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting.

Key responsibilities will include but will not be limited to the following:

• Work in a matrix reporting structure and partner with all functional disciplines impacted by transformation deliverables to define program plans and readiness strategy that covers the various phases of integration and transformation.
• Contribute to strategy to implement short and long initiatives along a structured plan.
• Identify and propose solutions to risk issues and new business initiatives by working with various partners within the organization.
• Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities.
• Create a governance structure for managing complex activities that involve multiple businesses, technology, marketing, communications, training and control partners.
• Build and maintain a firm-wide delivery roadmap that can be used to drive priorities, identify dependencies and ensure appropriate engagement with clients and participants.
• Provide transparency and reporting to stakeholders and senior management.
• Provide mechanisms to capture & monitor remediation of any potential risks or issues. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
• Ensure accurate and consistent reporting of activities across all governance forums outside of direct control.

Skills Required

• Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
• Proven ability to manage multiple projects and priorities.
• Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders.
• Ability to lead and influence cross-functional teams where there is no direct reporting chain.
• Experience managing major organizational change programs, such as merger integrations or corporate restructure.
• Strong written and verbal communications skills. Ability to interact at all levels of the organization and tailor messages appropriately.
• Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
• Independent self-starter who can manage multiple activities to aggressive deadlines.
• Eagerness to learn the business and understand detailed technical requirements.
• Experience working with cross functional teams, including product management, UX, technology, marketing, communications, learning & development, legal and compliance.
• Highly skilled in Microsoft Excel, PowerPoint, and SharePoint.
• Occasional travel may be required.

Qualifications

• A minimum of 6-8 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
• BS/BA degree required. Advanced degrees a plus.

What You Can Expect From Morgan Stanley

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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 $99,000 and $171,000 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.