Morgan Stanley
Wealth Management Platforms Portfolio Management Lead - Executive Director
Morgan Stanley, Purchase, New York, United States, 10577
Overview
Wealth Management Platforms Portfolio Management Lead - Executive Director at Morgan Stanley. This role sits within the WM Platforms organization, which manages platforms and experiences across Advisor, Workplace and Direct channels to deliver integrated platform capabilities. The Portfolio Management & Governance Team provides program management support and oversight across the platform portfolio and select initiatives. Morgan Stanley is a leading global financial services firm offering investment banking, securities, investment management and wealth management services. The Firm serves clients across the world from more than 1,200 offices in 43 countries.
Responsibilities Work with Leadership/Stakeholders to prioritize key features and business outcomes in alignment with strategy and budget.
Lead problem solving discussions around key business risks and dependencies (internal/external) and provide updates to leadership.
Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy.
Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy.
Assist in the development of the target operating, service, and support models.
Support Engagement & Adoption strategy, and provide support for pilot and business launches.
Maintain strong partnerships with teams across business and technology to drive successful execution.
Provide transparency to stakeholders into progress toward goals, including governance updates.
Qualifications and Skills Organizational Change Leadership: experience leading through transitions and mitigating risk.
People Leadership: experience managing a team in a matrixed environment.
Strong written and verbal communications skills; ability to tailor messages for multiple levels.
Ability to drive cross-functional teams (product management, UX, technology, analytics, marketing, risk, compliance).
Excellent problem solving, consensus-building, and presentation skills (PowerPoint).
Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall).
Strong analytical skills with data analysis in Microsoft Excel.
Strong organizational skills and attention to detail; able to manage multiple activities to aggressive deadlines.
Independent self-starter with time management skills to drive projects to completion within budget.
Eagerness to learn the business and understand technical requirements.
Proficiency in Microsoft Excel, PowerPoint, Word, and Teams.
BS/BA degree required; minimum of 12 years of professional experience in project management, product management or technology.
Experience in the financial services industry, Wealth Management, or consulting.
Agile training is 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 — guide decisions every day to serve clients, communities and our more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley offers a supportive, empowering environment with opportunities to learn, grow, and move across the business for those who show passion and grit. For more information about our offices globally, copy and paste this link into your browser: https://www.morganstanley.com/about-us/global-offices Compensation
Expected base pay rates for the role will be between $175,000 and $250,000 per year at start. Base pay is determined on an individualized basis and may be part of a total compensation package that includes commission earnings, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefits. Equal Opportunity
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It is the policy of the Firm to provide equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, transgender status, sexual orientation, national origin, citizenship, disability, marital or civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Seniority level
Director
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr
Wealth Management Platforms Portfolio Management Lead - Executive Director at Morgan Stanley. This role sits within the WM Platforms organization, which manages platforms and experiences across Advisor, Workplace and Direct channels to deliver integrated platform capabilities. The Portfolio Management & Governance Team provides program management support and oversight across the platform portfolio and select initiatives. Morgan Stanley is a leading global financial services firm offering investment banking, securities, investment management and wealth management services. The Firm serves clients across the world from more than 1,200 offices in 43 countries.
Responsibilities Work with Leadership/Stakeholders to prioritize key features and business outcomes in alignment with strategy and budget.
Lead problem solving discussions around key business risks and dependencies (internal/external) and provide updates to leadership.
Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy.
Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy.
Assist in the development of the target operating, service, and support models.
Support Engagement & Adoption strategy, and provide support for pilot and business launches.
Maintain strong partnerships with teams across business and technology to drive successful execution.
Provide transparency to stakeholders into progress toward goals, including governance updates.
Qualifications and Skills Organizational Change Leadership: experience leading through transitions and mitigating risk.
People Leadership: experience managing a team in a matrixed environment.
Strong written and verbal communications skills; ability to tailor messages for multiple levels.
Ability to drive cross-functional teams (product management, UX, technology, analytics, marketing, risk, compliance).
Excellent problem solving, consensus-building, and presentation skills (PowerPoint).
Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall).
Strong analytical skills with data analysis in Microsoft Excel.
Strong organizational skills and attention to detail; able to manage multiple activities to aggressive deadlines.
Independent self-starter with time management skills to drive projects to completion within budget.
Eagerness to learn the business and understand technical requirements.
Proficiency in Microsoft Excel, PowerPoint, Word, and Teams.
BS/BA degree required; minimum of 12 years of professional experience in project management, product management or technology.
Experience in the financial services industry, Wealth Management, or consulting.
Agile training is 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 — guide decisions every day to serve clients, communities and our more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley offers a supportive, empowering environment with opportunities to learn, grow, and move across the business for those who show passion and grit. For more information about our offices globally, copy and paste this link into your browser: https://www.morganstanley.com/about-us/global-offices Compensation
Expected base pay rates for the role will be between $175,000 and $250,000 per year at start. Base pay is determined on an individualized basis and may be part of a total compensation package that includes commission earnings, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefits. Equal Opportunity
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It is the policy of the Firm to provide equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, transgender status, sexual orientation, national origin, citizenship, disability, marital or civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Seniority level
Director
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr