Wealth Management HR & Process Improvement Lead

Morgan Stanley; New York (NY); On-site; USD 91,000 - 132,000; Full time

Job summary

Morgan Stanley in Purchase, NY or NYC seeks a Wealth Management HR program manager to drive disciplined execution of enterprise talent strategy, workforce planning, promotions and performance management through strong project management, stakeholder engagement, analytics and governance.

You will shape high-impact WM HR experiences, including town halls, onboarding and employee engagement activities, and partner across HR and the business to coordinate restructurings and strategic actions, while

Qualifications

• A Bachelor's degree and 3-6 years of Human Resources, Business or Project Management experience.
• Strong client focus with outstanding judgment, critical thinking and strong verbal and written skills.
• Ability to remain calm and execute in a fast-paced, high volume, ever changing environment.
• Ability to flex with the uncertainties of an evolving, dynamic organization.
• Service and solutions oriented.
• Maturity to handle highly confidential matters and maintain discretion.
• Excellent interpersonal skills.
• Team oriented with strong influencing skills and demonstrated ability or aptitude for team leadership.
• Ability to engage in reasoned dialogue on all issues, to be flexible and affect change.
• Self-starter with strong project management, process improvement and change management skills.
• Curiosity and a continuous-improvement mindset, with the ability to challenge existing ways of working and translate business needs into simpler, more efficient processes.
• Familiarity with AI, automation, workflow or data-visualization tools, and the judgment to apply them responsibly with appropriate attention to accuracy, confidentiality, risk and human oversight.
• Strong Microsoft Excel, PowerPoint, Word and Visio knowledge with aptitude to learn quickly.
• Strong attention to detail with excellent prioritization skills

Responsibilities

• Serve as the central coordination point for Wealth Management HR, driving the disciplined execution of enterprise talent, workforce planning, promotion, performance management and other strategic HR priorities through strong project management, stakeholder engagement, analytics and governance.
• Shape and deliver high-impact experiences for the WM HR community, including Town Halls, Offsites, Learning Forums, onboarding and employee engagement activities that strengthen connection, capability and culture.
• Partner across HR and the business to coordinate restructuring activities, workforce actions and organizational changes and other strategic initiatives, ensuring thoughtful planning, clear governance and seamless execution.
• Identify and prioritize opportunities to simplify and rethink end-to-end HR processes, eliminate manual work and leverage AI, automation and other digital tools to improve speed, quality, consistency and the employee experience.
• Lead process optimization initiatives from discovery through implementation - designing simpler future-state workflows, establishing appropriate controls and human oversight, driving adoption, and translating improvements into measurable capacity and efficiency gains.
• Collaborate with WM & HR Sr. Management, WM Talent and D&I partners, Rewards and Analytics and other HR Product teams to ensure communication and execution on various initiatives & projects.
• Build and maintain working relationships with key stakeholders across the organization and within Human Resources,
• Assist with HR Purchase location logistics, hoteling, space planning initiatives.

Skills

Project management

Communication skills

Adaptability

MS Office suite

Discretion

Education

Bachelor's degree

Tools

AI tools

Workflow automation

Data visualization

Job description

Morgan Stanley in Purchase, NY or NYC seeks a Wealth Management HR program manager to drive disciplined execution of enterprise talent strategy, workforce planning, promotions and performance management through strong project management, stakeholder engagement, analytics and governance.

You will shape high-impact WM HR experiences, including town halls, onboarding and employee engagement activities, and partner across HR and the business to coordinate restructurings and strategic actions, while