Wealth Platforms Program Manager (AVP)

PowerToFly; Town/Village of Harrison (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley’s Wealth Management Platforms team seeks a detail-oriented VP to lead program management across WM initiatives in Purchase, NY. You will coordinate across Product, Technology, UX, Analytics, Risk/Controls, and business channels to drive disciplined execution and transparent reporting.

The role emphasizes risk monitoring, scope management, budget tracking, and governance, with a focus on delivering end-to-end platform improvements for Advisor, Workplace, and Direct channels.

Qualifications

• BS/BA degree required with 5+ years in financial services, WM, or consulting focused on program delivery.
• Demonstrated ability to drive cross-functional execution across Product, Technology, UX, Analytics, Risk/Controls, and business stakeholders.
• Strong analytical and problem-solving skills with data analysis in Microsoft Excel.
• Advanced proficiency in Excel, PowerPoint, Word, Teams, SharePoint (and Project where applicable) for executive-ready reporting.
• Excellent written and verbal communication; ability to build trusted relationships with senior stakeholders.

Responsibilities

• Lead end-to-end program execution for WM Platforms initiatives with integrated plans and milestones.
• Partner with Product, Technology, UX, Analytics, Risk/Controls, Legal, Compliance to align scope and priorities.
• Account for weekly, monthly, and quarterly reporting; deliver executive-ready progress views.
• Drive day-to-day delivery rigor by coordinating cross-functional teams and resolving blockers.
• Ensure controls, documentation, and approvals are embedded throughout the lifecycle.
• Manage delivery readiness across testing, release planning, and business launch activities.
• Serve as point person for ad-hoc requests and urgent issue mitigation with cross-functional partners.
• Maintain centralized documentation and delivery artifacts for auditability.

Skills

Cross-functional collaboration

Analytical thinking

Strong communication

Data analysis

Execution management

Education

BS/BA degree

Tools

Microsoft Excel

PowerPoint

Word

Teams

SharePoint

Project

Job description

Morgan Stanley’s Wealth Management Platforms team seeks a detail-oriented VP to lead program management across WM initiatives in Purchase, NY. You will coordinate across Product, Technology, UX, Analytics, Risk/Controls, and business channels to drive disciplined execution and transparent reporting.

The role emphasizes risk monitoring, scope management, budget tracking, and governance, with a focus on delivering end-to-end platform improvements for Advisor, Workplace, and Direct channels.