Vice President, Wealth Management Data Platform Strategy

Morgan-Stanley; South Jordan (UT); On-site; USD 250,000 - 450,000; Full time

Job summary

Morgan Stanley seeks a senior leader to own Wealth Management data platforms, driving governance, strategy, and delivery for the WM Middle Office. You will align business needs with technology, oversee audits, and champion scalable, compliant data solutions across the wealth business.

Lead cross-functional teams, promote data-driven decision making, and advance AI/automation to improve client outcomes and regulatory compliance.

Qualifications

• Bachelor’s or Master’s degree in Business, Finance, Data Science, or related field.
• 8+ years of experience in wealth management, data strategy, or business-driven data management.
• Strong understanding of wealth management business, financial instruments, market and reference data.
• Experience leading data governance, regulatory compliance, and data-driven decision-making.
• Proven ability to partner with technology teams on data architecture, analytics, and system enhancements.

Responsibilities

• Define and execute the strategic vision and roadmap for Wealth Management financial data platforms.
• Act as Product Owner for the WM Middle Office financial data platform, overseeing prioritization, funding alignment, and delivery of business initiatives.
• Establish and enforce data governance standards, controls, and policies to ensure data quality, integrity, security, and regulatory compliance.
• Lead data audits, reconciliations, and remediation efforts from a business perspective, ensuring regulatory adherence.

Skills

Leadership

Stakeholder management

Data governance

Data quality

Regulatory compliance

Jira

Confluence

Agile

Data strategy

Wealth management

Cloud data solutions

AI / automation

Education

Bachelor’s or Master’s degree in Business, Finance, Data Science, or related field

Tools

Jira

Confluence

Agile methodologies

Job description

Morgan Stanley seeks a senior leader to own Wealth Management data platforms, driving governance, strategy, and delivery for the WM Middle Office. You will align business needs with technology, oversee audits, and champion scalable, compliant data solutions across the wealth business.

Lead cross-functional teams, promote data-driven decision making, and advance AI/automation to improve client outcomes and regulatory compliance.