VP, Transformation & Analytics — Wealth Ops

Morgan-Stanley

Town of Islip (NY)

On-site

USD 120,000 - 173,000

Full time

14 days+

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Job summary

Morgan Stanley is seeking a Vice President to lead the Transformation, Metrics & Analytics within Wealth Management Operations CMCPR. You will shape the transformation agenda, govern programs, and drive automation, AI, and operating-model improvements across the department.

You will partner with Operations, Technology, Risk, Finance and Global Transformation to translate strategy into execution, measure benefits, and deliver scalable process improvements for client service, risk management and

Qualifications

10+ years of relevant experience in Operations, Business Management, COO, Transformation, Strategy, Consulting, Program Management, or related disciplines.
3+ years of people leadership experience, with a demonstrated track record of building, developing, and leading high-performing teams in a complex, matrixed environment.
Demonstrated leadership experience driving large-scale transformation initiatives within complex financial services organizations.
Strong understanding of operating model design, governance frameworks, organizational effectiveness, and execution management.
Experience establishing and managing transformation portfolios, executive governance structures, and performance management disciplines.
Proven ability to influence senior stakeholders and lead cross-functional initiatives in a matrixed environment.
Executive-level communication and presentation skills with experience preparing materials for senior leadership audiences.

Responsibilities

Lead the development and execution of the CMCPR transformation strategy, ensuring alignment with departmental objectives, WM Operations priorities, and the Global Operations Transformation goals and agenda.
Oversight of the department’s transformation portfolio, including strategic initiatives, automation programs, operating model enhancements, and productivity initiatives.
Identify opportunities to improve organizational effectiveness, operational scalability, risk management, and capacity creation through process redesign, workflow optimization, and technology enablement.
Drive adoption of emerging technologies, including workflow automation, artificial intelligence (GenAI, Agentic AI), software solutions, and intelligent document processing capabilities.
Refine and maintain the governance framework supporting transformation, automation, and strategic initiatives across CMCPR.
Drive operating model discipline through enhanced prioritization, execution management, accountability, and benefit realization practices.
Lead portfolio governance forums, steering committees, and cross-functional leadership discussions to review progress, manage risks, and align strategic priorities.
Develop frameworks that improve transparency, decision-making, resource allocation, and execution consistency across the department.
Develop executive scorecards, management dashboards, KPI frameworks, and performance reporting that support data-driven decision making.
Refine methodologies to measure and track transformation benefits, including productivity gains, capacity creation, risk reduction, cost efficiencies, and control improvements.
Oversee the CMCPR automation strategy and centralized automation function, including governance, prioritization, resource allocation, and delivery oversight.
Champion a culture of innovation, continuous improvement, transformational mindset, and operational excellence across the organization.
Drive adoption of automation capabilities and self-service tools across the department, promoting scalable solutions and reusability across functions.
Partner with Operations and Technology teams to accelerate modernization efforts and maximize business value realization.
Lead and develop the department’s Transformation, Metrics & Analytics team, fostering a culture of accountability, collaboration, and continuous development.