Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

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.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Overview:

The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out.

The WM Platforms Portfolio Management & Execution Strategy Team is part of the COO organization and provides project, program, and portfolio management leadership, support, and oversight across the portfolio and for select initiatives.

The Service & AI Portfolio Management Lead role will be support a portfolio of work inclusive of client service platforms, generative Ai, and automation work.

Job Overview

As a leader within the PMES Portfolio Management Organization, this individual will provide be responsible for portfolio governance and program oversight and support for select initiatives across critical strategic goals, where they will be responsible for mitigating risks, pulling together stakeholders, proactively clearing obstacles before the become roadblocks, and identifying decisions, risks, and accomplishments that should be escalated. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients. As a people-leader, this individual will be responsibly for shepherding their team members through an evolution in project management approach as our workforce evolves globally.

Principal Responsibilities

Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budgetLead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadershipPartner with Platform Leadership to conduct current state analysis and set strategyProvide support related to project governance, Legal, Risk & Compliance, business launch and testing strategyAssist in the development of the target operating, service, and support modelsSupport Engagement & Adoption strategy, and provide support for pilot and business launchMaintain strong partnerships with teams across the business and technology teams to drive successful executionProvide transparency to stakeholders into progress towards goals, including leading governance

Desired Skills

Organizational Change Leadership: experience leading through transitions and providing thought leadership on opportunities and risk mitigationPeople Leadership: manage a team juggling multiple priorities in a matrixed operating environmentStrong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriatelyAbility to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and complianceProblem solving and consensus-building skillsStrong presentation skills, including ability to create PowerPoint presentations for various levels of managementKnowledge of Agile Methodology and SDLC processes (e.g., Waterfall)Ability to organize and prioritize workStrong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision makingStrong organizational skills with a high attention to detailIndependent self-starter who can manage multiple activities to aggressive deadlinesStrong time management skills and ability to drive projects to completion within budgetEagerness to learn the business and understand technical requirementsHighly skilled in Microsoft Excel, PowerPoint, Word, and TeamsBS/BA degree requiredMinimum of 10-15 years of professional experience in project management, product management or technologyExperience in the financial services industry, Wealth Management, or consultingAgile training a plus, but not required

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 89 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.

Expected base pay rate for the role will be between $170,000 and $250,000 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).