Wealth Platforms AVP: Strategic Program Leader

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

Job summary

Morgan Stanley is seeking a detail-oriented Wealth Management Platforms Manager - AVP in Purchase, NY. This role sits in the PMO and coordinates across Product, Technology, UX, Analytics, Risk/Controls, and business channels to drive disciplined execution and rigorous reporting.

You will lead multi-disciplinary teams, manage budgets and scope, and ensure delivery readiness through testing and launches. The role emphasizes risk monitoring, budget tracking, and management reporting, with senior

Qualifications

• A BS/BA degree is required.
• 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 with the ability to perform data analysis in Excel.
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, Teams, SharePoint (and Project where applicable).

Responsibilities

• Lead end-to-end program execution for WM Platforms initiatives with integrated plans and milestones.
• Coordinate with Product, Technology, UX, Analytics, Risk/Controls, Legal, Compliance and business channels to align scope and priorities.
• Deliver weekly, monthly, and quarterly reporting with executive-ready views of progress, risks and decisions.
• Drive delivery rigor by coordinating cross-functional teams and escalating blockers.
• Ensure controls and approvals are embedded throughout the delivery lifecycle with Risk, Legal, and Compliance.
• Oversee testing strategy, release planning, and launch activities with stakeholders.
• Manage ad-hoc requests and issue mitigation with cross-functional partners.
• Maintain organized delivery artifacts for auditability and transparency.

Skills

Cross-functional collaboration

Excel proficiency

MS Office Suite

Strategic thinking

Communication skills

Education

BS/BA degree

Tools

Microsoft Excel

PowerPoint

Word

Teams

SharePoint

Microsoft Project

Job description

Morgan Stanley is seeking a detail-oriented Wealth Management Platforms Manager - AVP in Purchase, NY. This role sits in the PMO and coordinates across Product, Technology, UX, Analytics, Risk/Controls, and business channels to drive disciplined execution and rigorous reporting.

You will lead multi-disciplinary teams, manage budgets and scope, and ensure delivery readiness through testing and launches. The role emphasizes risk monitoring, budget tracking, and management reporting, with senior