Wealth Management Platform Manager - Assistant Vice President

Morgan-Stanley; Town of Islip (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking a detail-oriented Vice President to manage and deliver WM Platforms initiatives within the PMO. You will coordinate with Product, Technology, UX, Analytics, Risk/Controls and business channels to drive disciplined execution and transparent reporting.

Ideally you have a BS/BA and 5+ years in financial services, wealth management, or consulting, with strong Excel and senior stakeholder communication skills.

Qualifications

• BS/BA degree required; 5+ years in financial services or related fields.
• Ability to drive cross-functional execution across Product, Technology, UX, Analytics, Marketing, Risk, Compliance.
• Strong analytical skills and data analysis in Microsoft Excel.
• Proficiency in Excel, PowerPoint, Word, Teams, SharePoint (and Project where applicable) for executive-ready reporting.
• Excellent written and verbal communication with senior stakeholders.

Responsibilities

• Lead end-to-end program execution for WM Platforms initiatives.
• Coordinate with Product, Technology, UX, Analytics, Risk/Controls, Legal, Compliance and business channels.
• Produce weekly, monthly, and quarterly executive-ready progress reports.

Skills

Cross-functional execution

Analytical thinking

Executive reporting

Communication skills

Education

BS/BA degree

Tools

Microsoft Excel

PowerPoint

Word

Teams

SharePoint

Project

Job description

Wealth Management Platforms Manager - AVP

Purchase, NY

Morgan Stanley’s Wealth Management (WM) Platforms organization is seeking a detail-oriented, analytical Vice President to serve as a Program Manager within the Program Management Office (PMO). In this role, you will coordinate across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. You will partner with senior stakeholders across Product, Technology, UX, Analytics, Risk/Controls, and business channels to drive rigorous execution and reporting.

About Morgan Stanley

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.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals.

WM Platforms manages industry-leading platforms across all WM channels and client segments, with a mission to deliver a unified digital experience, unlock growth, and drive efficiencies. The PMO team serves as a trusted partner to platform owners, providing program oversight and end-to-end execution support—from idea generation through implementation and rollout—ensuring platform enhancements are delivered seamlessly across Advisor, Workplace, and Direct channels.

What you’ll do in the role:

• You will lead end-to-end program execution for select WM Platforms initiatives, translating strategy into integrated plans, milestones, and measurable outcomes.
• Partner with Product, Technology, UX, Analytics, Risk/Controls, Legal, Compliance, and business channels to align scope, priorities and dependencies that enable disciplined execution across the portfolio.
• You will be accountable for weekly, monthly, and quarterly reporting, synthesizing updates from Product and Technology teams into clear executive-ready views of progress, risks, issues, and decisions.
• You will drive day-to-day delivery rigor by coordinating cross-functional teams, tracking actions, and ensuring timely resolution of blockers through structured problem solving and escalation.
• Partner with Risk, Legal, and Compliance to ensure appropriate controls, documentation, and approvals are embedded throughout the delivery lifecycle.
• Manage delivery readiness across testing strategy, release planning, and business launch activities, coordinating with Technology, QA, and business stakeholders.
• You will be the point person for ad-hoc requests and urgent issue mitigation, leading structured problem-solving with Technology, Product, Legal, Compliance, Fraud, and Risk partners and escalating as needed.
• Manage centralized documentation and delivery artifacts by maintaining an organized Teams repository that supports auditability, transparency, and consistent program execution.

Skills Required:

• A BS/BA degree is required, along with 5+ years of professional experience in financial services, Wealth Management, and/or consulting with a focus on project/program management, product management, and/or technology delivery.
• Demonstrated ability to drive cross-functional execution across Product, Technology, UX, Analytics, Marketing, Risk, Compliance, and business stakeholders
• Strong analytical and problem-solving skills, including the ability to perform data analysis in Microsoft Excel
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, Teams, SharePoint (and Project where applicable), with the ability to produce executive-ready materials and clear management reporting.
• Excellent written, verbal, and interpersonal communication skills, with the ability to tailor messages by audience and build trusted relationships with senior stakeholders.

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 $85,000 and $140,000 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.