Management-CS Global-Lead (Management) : Job Level - Executive Director

Reposted Yesterday
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Dallas, TX, USA
In-Office
165K-265K Annually
Expert/Leader
Fintech • Financial Services
The Role
Leads Morgan Stanley’s global travel and expense management function, including strategy, operations, policy governance, compliance controls, technology platforms, corporate card collaboration, and employee support. Drives transformation, automation, and AI-enabled solutions while partnering with Finance, Technology, Compliance, Risk, Legal, HR, vendors, and Corporate Services. Oversees global operations, executive escalations, stakeholder engagement, and a geographically dispersed team, emphasizing operational excellence, risk management, employee experience, and continuous improvement.
Summary Generated by Built In

We are seeking someone to join our team as the Global Lead (Executive Director) of T&E Expense Management. The Global Head of Expense Management is responsible for leading the Firm's global expense management function, providing strategic leadership and operational oversight responsible for expense policy, reimbursement operations, compliance controls, expense technology platforms, collaborating on corporate card programs, and employee support services. This role requires balancing business enablement with strong risk management while continuously evolving industry-leading expense solutions that enhance efficiency, strengthen controls, and improve employee experience across the end-to-end travel and expense ecosystem.
In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. This is an Executive Director position within the Travel and Expense Management team..
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:

  • Lead the Firm's global Expense Management function, defining strategy, operating model, and long-term vision.
  • Provide executive oversight of global expense operations, ensuring service excellence, operational efficiency, and compliance with Firm policies and regulatory requirements.
  • Drive global transformation initiatives across processes, technology, automation, and AI-enabled solutions to enhance employee experience and strengthen controls.
  • Establish and maintain a robust governance framework for expense policy, risk management, controls, and stakeholder engagement.
  • Partner with senior leaders across Finance, Technology, Compliance, Risk, Legal, HR, and Corporate Services to influence strategy and deliver business outcomes.
  • Lead, develop, and inspire a global organization while fostering a culture of accountability, innovation, and continuous improvement.
  • Partner with Corporate Travel colleagues to ensure a robust and efficient end-to-end T&E experience.
  • Collaborate with vendors such as SAP Concur, and others to ensure maximum performance from third-party tools and mitigation of service issues.
  • Serve as the escalation point for VIP and executive-level matters, driving timely resolution of complex issues through proactive stakeholder management and white-glove service delivery.
  • Build and lead an engaged, high-performing team by coaching talent, promoting continuous development, and creating a culture that values open communication, innovation, collaboration, and diverse perspectives.

What you'll bring to the role:

  • 10+ years of extensive leadership experience in travel and expense management including significant leadership experience within a global organization.
  • Deep expertise in expense operations, policy governance, risk management, compliance, and industry best practices.
  • Proven track record of leading large-scale transformation programs, process modernization efforts, and technology implementations.
  • Strong strategic mindset with the ability to balance business enablement, employee experience, operational excellence, and risk management.
  • Demonstrated ability to influence executive stakeholders and build partnerships across complex, matrixed organizations.
  • Exceptional leadership, communication, and people management skills, with experience leading global and geographically dispersed teams.

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 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 $165,000 and $265,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.


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, sex stereotype, gender, 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 (M/F/Disability/Vet).

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.

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

  • 10+ years of extensive leadership experience in travel and expense management
  • Significant leadership experience within a global organization
  • Deep expertise in expense operations, policy governance, risk management, compliance, and industry best practices
  • Proven track record leading large-scale transformation programs, process modernization efforts, and technology implementations
  • Strong strategic mindset balancing business enablement, employee experience, operational excellence, and risk management
  • Demonstrated ability to influence executive stakeholders and build partnerships across complex, matrixed organizations
  • Exceptional leadership, communication, and people management skills
  • Experience leading global and geographically dispersed teams

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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