Executive Director, Project Manager - Business Transformation Services

Reposted Yesterday
Be an Early Applicant
2 Locations
Hybrid
150K-250K Annually
Expert/Leader
Fintech • Financial Services
The Role
Lead program management for strategic, regulatory, and integration initiatives. Coordinate multidisciplinary teams, establish governance, manage scope, budgets, risks, dependencies, and stakeholder reporting. Ensure documentation, audit trails, remediation tracking, and lead project managers and consultants to deliver firm priorities.
Summary Generated by Built In

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, 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 will include but will not be limited to the following:

  • 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 project

  • Create a governance structure for managing complex programs that involve multiple business, technology and control partners

  • Working with key business partners, build and maintain a program roadmap that can be used to drive delivery priorities

  • Manage dependencies with legal, risk and compliance partners

  • Provide transparency to stakeholders into progress towards project goals

  • Ensure comprehensive documentation of requirements, assumptions, changes in scope  etc. associated with project and establish an audit trail to demonstrate these activities have been addressed

  • Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project

  • Monitor project costs and resource allocations to ensure investment is used in the best interests of Firm

  • Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control 

  • Ensure comprehensive documentation of requirements, assumptions, changes in scope  etc. associated with project and establish an audit trail to demonstrate these activities have been addressed

  • Manage 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 communications 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 restructure

  • 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

This role will only be filled in either Purchase, New York or New York City, New York

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $150,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Skills Required

  • BS/BA degree
  • Advanced degree
  • Minimum 10 years professional experience in project management, product management or technology
  • Professional experience in financial services, Wealth Management, FinTech, or management consulting
  • Occasional travel availability
  • Proven ability to manage delivery/execution of diverse tasks and initiatives
  • Experience developing partnerships and coordinating across Business, Technology, Operations and Control partners
  • Ability to lead and influence cross-functional teams without direct reporting lines
  • Strong written and verbal communication skills
  • Strong presentation skills and ability to create polished PowerPoint presentations
  • Independent self-starter capable of managing multiple activities to aggressive deadlines
  • Eagerness to learn the business and understand detailed technical requirements
  • Experience managing major organizational change programs (merger integrations or restructures)
  • 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

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

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