#549783534483
rganization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
The Program Management AVP for Wealth Management Platforms will provide program management support and oversight for select initiatives. This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. The individual will collaborate with partners in Technology and Product Management to deliver solutions for Clients and Financial Advisors.
Key Responsibilities
Work with Leadership/Stakeholders to prioritize key features and Business outcomes that align with Platform and Firm strategy
Partner with Fleet Leads and Product Owners to conduct current state analysis and develop target state
Lead problem solving discussions
Provide general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention
Provide meeting support including meeting set-up, meeting notes, and preparing draft/tentative agendas ahead of upcoming meetings
Provide support for program governance, LRC, business launch and testing strategy
Provide transparency to stakeholders and leadership into progress towards goals, risks and issues
Maintain strong partnerships with teams across the business and technology to drive successful execution
Experience
Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required
Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry
Partnering/working with stakeholders across different areas
Skills Required
Work independently and with a team, possessing strong sense of accountability and relationship-building
Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders
Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
Strong organizational skills with a high attention to detail
Independent self-starter who can manage multiple activities to aggressive deadlines
Strong time management skills and ability to drive projects to completion within budget
Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
Expected base pay rate for the role will be between $85,000 and $135,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).