Morgan Stanley
AVP- Institutional Platform Strategy
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 to grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
Wealth Management (WM) Platforms manages industry‑leading platforms across all WM channels and client segments, providing a unified digital experience, unlocking growth, and delivering efficiencies for Advisors, Clients, and Institutions. It manages digital products used by over 16,000 Financial Advisors across the firm. WM Platforms consists of nine sub‑teams, including Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution, Business Control & Support, and the Chief Operating Office.
The Institutional Platforms Strategy Team drives strategic initiatives aimed at scaling our Institutional Consulting Businesses, including Outsourced Chief Investment Office (OCIO), Graystone Consulting, Corporate Retirement, Institutional RIA, and the MS Family Office. The team is responsible for creating scalable solutions across all elements of the client and advisor experience—Pipeline and Prospect Management, Client Onboarding, Portfolio Setup and Management, Performance Reporting and Analytics, Money Movement, 401(k) Plan Management, and Institutional Billing and Financials.
The candidate will lead high‑priority initiatives across Institutional Consulting Solutions (ICS) with a focus on building and scaling a premier shared service model for our institutional client segment. The candidate will be responsible for leading the effort to identify and refine business opportunities, risks, and requirements, assess and reengineer platforms, and execute strategic solutions by leveraging the firm’s agile framework. The position will have a unique opportunity to engage with stakeholders and leadership across multiple lines of business (including Wealth Management, OCIO, MS Family Office, Global Investment Office, Morgan Stanley at Work, and Technology) to enhance our business offering and operating model.
Responsibilities
Lead all aspects of large‑scale and complex workstreams, including conceptualizing project scope, timelines, and dependencies, tracking and reporting key milestones, and engaging and influencing project stakeholders.
Partner with business stakeholders to gather, conceptualize, and define requirements which will automate business processes that support institutional clients utilizing tools including integrating generative AI capabilities.
Support all aspects of the product life cycle including requirement gathering, execution/agile leadership, user acceptance testing, and ongoing subject matter expertise.
Prepare and deliver presentations to senior management to allow for informed strategic decision‑making.
Conduct market and user experience research to define complex business problems and develop both tactical and strategic solutions.
Plan and facilitate the rollout of Institutional Platforms’ product suite.
Drive initiatives that advance Morgan Stanley’s Integrated Firm Strategy by identifying and executing opportunities.
Qualifications
5+ years of experience in financial services, wealth management, product management, and/or business strategy/management related fields.
Undergraduate degree required.
Strong analytical, strategic thinking, and problem‑solving skills with the ability to define complex business problems, synthesize data, and provide and execute on tactical and strategic solutions.
Strong written and verbal communication skills in both business and technical contexts.
Be solutions‑ and detail‑oriented and quickly turnaround high‑quality work without sacrificing speed or accuracy.
Ability to work in a fast‑paced environment, both independently and as part of a team, and under strict and changing deadlines with demonstrated leadership abilities.
Proactive self‑starter with a strong sense of ownership, accountability, and work ethic.
A track record of success and a demonstrated ability to exercise good judgement and discretion.
Familiarity with wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
Experience with agile framework/JIRA preferred, but not required.
Strong proficiency in Microsoft Office, particularly in Excel, PowerPoint, and Visio.
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 our decisions every day. At Morgan Stanley, you’ll have the 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 proudly support our employees and their families at every point along their work‑life journey, offering attractive and comprehensive benefits and perks in the industry. There’s ample opportunity to move within the business for those who show passion and grit.
Base Pay Range $85,000.00/yr – $140,000.00/yr
Seniority Level
Executive
Employment Type
Full‑time
Job Function
Other
Equal Employment Opportunity Statement Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It ensures 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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Wealth Management (WM) Platforms manages industry‑leading platforms across all WM channels and client segments, providing a unified digital experience, unlocking growth, and delivering efficiencies for Advisors, Clients, and Institutions. It manages digital products used by over 16,000 Financial Advisors across the firm. WM Platforms consists of nine sub‑teams, including Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution, Business Control & Support, and the Chief Operating Office.
The Institutional Platforms Strategy Team drives strategic initiatives aimed at scaling our Institutional Consulting Businesses, including Outsourced Chief Investment Office (OCIO), Graystone Consulting, Corporate Retirement, Institutional RIA, and the MS Family Office. The team is responsible for creating scalable solutions across all elements of the client and advisor experience—Pipeline and Prospect Management, Client Onboarding, Portfolio Setup and Management, Performance Reporting and Analytics, Money Movement, 401(k) Plan Management, and Institutional Billing and Financials.
The candidate will lead high‑priority initiatives across Institutional Consulting Solutions (ICS) with a focus on building and scaling a premier shared service model for our institutional client segment. The candidate will be responsible for leading the effort to identify and refine business opportunities, risks, and requirements, assess and reengineer platforms, and execute strategic solutions by leveraging the firm’s agile framework. The position will have a unique opportunity to engage with stakeholders and leadership across multiple lines of business (including Wealth Management, OCIO, MS Family Office, Global Investment Office, Morgan Stanley at Work, and Technology) to enhance our business offering and operating model.
Responsibilities
Lead all aspects of large‑scale and complex workstreams, including conceptualizing project scope, timelines, and dependencies, tracking and reporting key milestones, and engaging and influencing project stakeholders.
Partner with business stakeholders to gather, conceptualize, and define requirements which will automate business processes that support institutional clients utilizing tools including integrating generative AI capabilities.
Support all aspects of the product life cycle including requirement gathering, execution/agile leadership, user acceptance testing, and ongoing subject matter expertise.
Prepare and deliver presentations to senior management to allow for informed strategic decision‑making.
Conduct market and user experience research to define complex business problems and develop both tactical and strategic solutions.
Plan and facilitate the rollout of Institutional Platforms’ product suite.
Drive initiatives that advance Morgan Stanley’s Integrated Firm Strategy by identifying and executing opportunities.
Qualifications
5+ years of experience in financial services, wealth management, product management, and/or business strategy/management related fields.
Undergraduate degree required.
Strong analytical, strategic thinking, and problem‑solving skills with the ability to define complex business problems, synthesize data, and provide and execute on tactical and strategic solutions.
Strong written and verbal communication skills in both business and technical contexts.
Be solutions‑ and detail‑oriented and quickly turnaround high‑quality work without sacrificing speed or accuracy.
Ability to work in a fast‑paced environment, both independently and as part of a team, and under strict and changing deadlines with demonstrated leadership abilities.
Proactive self‑starter with a strong sense of ownership, accountability, and work ethic.
A track record of success and a demonstrated ability to exercise good judgement and discretion.
Familiarity with wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
Experience with agile framework/JIRA preferred, but not required.
Strong proficiency in Microsoft Office, particularly in Excel, PowerPoint, and Visio.
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 our decisions every day. At Morgan Stanley, you’ll have the 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 proudly support our employees and their families at every point along their work‑life journey, offering attractive and comprehensive benefits and perks in the industry. There’s ample opportunity to move within the business for those who show passion and grit.
Base Pay Range $85,000.00/yr – $140,000.00/yr
Seniority Level
Executive
Employment Type
Full‑time
Job Function
Other
Equal Employment Opportunity Statement Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It ensures 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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