Morgan Stanley
Vice President, Project Manager - Business Transformation Services
Morgan Stanley, New York, New York, us, 10261
Vice President, Project Manager - Business Transformation Services
Join to apply for the
Vice President, 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, 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, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
Department Profile The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion.
Primary Responsibilities
Work in a matrix reporting structure and partner with all functional disciplines impacted by transformation deliverables to define program plans and readiness strategy that covers the various phases of integration and transformation.
Contribute to strategy to implement short and long initiatives along a structured plan.
Identify and propose solutions to risk issues and new business initiatives by working with various partners within the organization.
Translate strategy into actionable plans with defined ownership and responsibilities and ensure delivery of activities.
Create a governance structure for managing complex activities that involve multiple businesses, technology, marketing, communications, training and control partners.
Build and maintain a firm-wide delivery roadmap that can be used to drive priorities, identify dependencies and ensure appropriate engagement with clients and participants.
Provide transparency and reporting to stakeholders and senior management.
Provide mechanisms to capture & monitor remediation of any potential risks or issues. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
Ensure accurate and consistent reporting of activities across all governance forums outside of direct control.
Skills Required
Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Proven ability to manage multiple projects and priorities.
Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders.
Ability to lead and influence cross-functional teams where there is no direct reporting chain.
Experience managing major organizational change programs, such as merger integrations or corporate restructure.
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 working with cross-functional teams, including product management, UX, technology, marketing, communications, learning & development, legal and compliance.
Highly skilled in Microsoft Excel, PowerPoint, and SharePoint.
Occasional travel may be required.
Qualifications
A minimum of 6-8 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
BS/BA degree required. Advanced degrees a plus.
This role will be filled in either Dallas, TX or Westchester, NY.
Benefits & Expectations 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 to do what’s best for our clients, communities, and more than 80,000 employees across 1,200 offices worldwide. 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.
Expected base pay rates for role will be between $120,000 and $205,000 per year at the commencement of employment. Base pay if hired will be determined on an individualized basis and is only part of the total compensation package. Compensation may also include commission earnings, incentive compensation, discretionary, other short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.
Legal Notices 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, 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 (F/M/Disability/Vet).
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Vice President, 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, 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, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
Department Profile The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion.
Primary Responsibilities
Work in a matrix reporting structure and partner with all functional disciplines impacted by transformation deliverables to define program plans and readiness strategy that covers the various phases of integration and transformation.
Contribute to strategy to implement short and long initiatives along a structured plan.
Identify and propose solutions to risk issues and new business initiatives by working with various partners within the organization.
Translate strategy into actionable plans with defined ownership and responsibilities and ensure delivery of activities.
Create a governance structure for managing complex activities that involve multiple businesses, technology, marketing, communications, training and control partners.
Build and maintain a firm-wide delivery roadmap that can be used to drive priorities, identify dependencies and ensure appropriate engagement with clients and participants.
Provide transparency and reporting to stakeholders and senior management.
Provide mechanisms to capture & monitor remediation of any potential risks or issues. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
Ensure accurate and consistent reporting of activities across all governance forums outside of direct control.
Skills Required
Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Proven ability to manage multiple projects and priorities.
Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders.
Ability to lead and influence cross-functional teams where there is no direct reporting chain.
Experience managing major organizational change programs, such as merger integrations or corporate restructure.
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 working with cross-functional teams, including product management, UX, technology, marketing, communications, learning & development, legal and compliance.
Highly skilled in Microsoft Excel, PowerPoint, and SharePoint.
Occasional travel may be required.
Qualifications
A minimum of 6-8 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
BS/BA degree required. Advanced degrees a plus.
This role will be filled in either Dallas, TX or Westchester, NY.
Benefits & Expectations 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 to do what’s best for our clients, communities, and more than 80,000 employees across 1,200 offices worldwide. 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.
Expected base pay rates for role will be between $120,000 and $205,000 per year at the commencement of employment. Base pay if hired will be determined on an individualized basis and is only part of the total compensation package. Compensation may also include commission earnings, incentive compensation, discretionary, other short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.
Legal Notices 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, 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 (F/M/Disability/Vet).
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