Morgan Stanley
Executive Director, Project Manager - Business Transformation Services
Morgan Stanley, Purchase, New York, United States, 10577
Executive Director, Project Manager - Business Transformation Services
Join to apply for the
Executive Director, Project Manager - Business Transformation Services
role at
Morgan Stanley .
Description 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 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.
Primary Responsibilities As a member of Business Transformation Services (BTS), this individual will provide program management support for select strategic initiatives, regulatory change, or integration efforts. 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.
Key responsibilities include but are not limited to:
Working with all functional disciplines impacted by the project to ensure end‑to‑end planning is comprehensive and results in a project plan that will achieve stated goals of the project.
Creating a governance structure for managing complex programs that involve multiple business, technology and control partners.
Building and maintaining a program roadmap with key business partners to drive delivery priorities.
Managing dependencies with legal, risk and compliance partners.
Providing transparency to stakeholders into progress towards project goals.
Ensuring comprehensive documentation of requirements, assumptions, changes in scope and establishing an audit trail to demonstrate that these activities have been addressed.
Providing mechanisms to capture and monitor remediation of any potential risks, and enabling appropriate escalation of items that may impact timely delivery or cause a change to the agreed scope of the project.
Monitoring project costs and resource allocations to ensure investment is used in the best interests of the firm.
Ensuring accurate and consistent reporting of activity across all governance forums outside of direct control.
Managing project managers and consultants to deliver against firm priorities.
Qualifications
BS/BA degree required. Advanced degrees a plus.
A minimum of 10 years of professional experience in project management, product management or technology.
Professional experience in the financial services industry, wealth management, fintech, or management consulting.
Occasional travel may be required.
Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Proven experience developing partnerships with and successfully coordinating across various business, technology, operations and control partners and stakeholders.
Ability to lead and influence cross‑functional teams where there is no direct reporting chain.
Strong written and verbal communication skills, ability to interact at all levels of the organization and tailor messages appropriately.
Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
Independent self‑starter who can manage multiple activities to aggressive deadlines.
Eagerness to learn the business and understand detailed technical requirements.
Experience managing major organizational change programs, such as merger integrations or corporate restructuring.
Experience working with cross‑functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint.
Locations
Dallas, TX
Westchester, NY
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 the decisions we make every day. 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 of their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There is also ample opportunity to move within the business for those who show passion and grit.
Equal Opportunity Statement Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, gender identity or expression, 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.
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Executive Director, Project Manager - Business Transformation Services
role at
Morgan Stanley .
Description 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 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.
Primary Responsibilities As a member of Business Transformation Services (BTS), this individual will provide program management support for select strategic initiatives, regulatory change, or integration efforts. 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.
Key responsibilities include but are not limited to:
Working with all functional disciplines impacted by the project to ensure end‑to‑end planning is comprehensive and results in a project plan that will achieve stated goals of the project.
Creating a governance structure for managing complex programs that involve multiple business, technology and control partners.
Building and maintaining a program roadmap with key business partners to drive delivery priorities.
Managing dependencies with legal, risk and compliance partners.
Providing transparency to stakeholders into progress towards project goals.
Ensuring comprehensive documentation of requirements, assumptions, changes in scope and establishing an audit trail to demonstrate that these activities have been addressed.
Providing mechanisms to capture and monitor remediation of any potential risks, and enabling appropriate escalation of items that may impact timely delivery or cause a change to the agreed scope of the project.
Monitoring project costs and resource allocations to ensure investment is used in the best interests of the firm.
Ensuring accurate and consistent reporting of activity across all governance forums outside of direct control.
Managing project managers and consultants to deliver against firm priorities.
Qualifications
BS/BA degree required. Advanced degrees a plus.
A minimum of 10 years of professional experience in project management, product management or technology.
Professional experience in the financial services industry, wealth management, fintech, or management consulting.
Occasional travel may be required.
Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Proven experience developing partnerships with and successfully coordinating across various business, technology, operations and control partners and stakeholders.
Ability to lead and influence cross‑functional teams where there is no direct reporting chain.
Strong written and verbal communication skills, ability to interact at all levels of the organization and tailor messages appropriately.
Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
Independent self‑starter who can manage multiple activities to aggressive deadlines.
Eagerness to learn the business and understand detailed technical requirements.
Experience managing major organizational change programs, such as merger integrations or corporate restructuring.
Experience working with cross‑functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint.
Locations
Dallas, TX
Westchester, NY
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 the decisions we make every day. 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 of their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There is also ample opportunity to move within the business for those who show passion and grit.
Equal Opportunity Statement Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, gender identity or expression, 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.
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