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Director - Project Manager - Platforms- Wealth Management

Salary undisclosed

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Company Profile

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Division Profile

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary

We are seeking a talented and motivated Project Manager to join the Morgan Stanley Wealth Management Platforms Strategy and Execution team. The Wealth Management Platforms Strategy and Execution team supports development and implementation of strategic plans and initiatives across the Platforms organization. In the Business Analyst role, you will be responsible for leading and supporting strategic projects and initiatives in the Platforms organization. This role will focus primarily on Morgan Stanley’s Field Feedback program, centered on Platforms in the Advisor, Workplace, and Direct channels. In this role you will have the opportunity to help inform trends, decision making, and develop strategic plans.

Key Responsibilities

Key responsibilities will include but will not be limited to the following:

  • Assist in program management through weekly and monthly processes
  • Assist in documenting and developing business processes and policies
  • Support implementation and execution of changes based on end user feedback
  • Ensure projects / enhancements are clearly defined, on-track, and executed in a timely manner
  • Develop presentation materials to communicate status, insights, and recommendations to cross-functional audiences, up to the executive level
  • Partner across the Platforms organization to contribute to the larger initiatives
  • Lead ad-hoc project management efforts & strategic initiatives as they arise

The ideal candidate will be someone who thrives in a results-oriented environment, welcomes challenges, and embraces change. The candidate should possess strong analytical, project management, and presentation skills and be able to learn quickly and think creatively.

Experience And Qualifications

  • Bachelor’s degree required
  • 7-9 years of experience in financial services, wealth management, and/or business strategy/management related fields
  • Strong analytical, strategic thinking, and problem-solving skills with the ability to define complex business problems, synthesize data, and execute on tactical and strategic solutions
  • Proven ability to manage delivery/execution of a wide range of tasks and initiatives
  • Ability to be solution- and detail-oriented and quickly turnaround high-quality work without sacrificing skill or accuracy
  • Experience developing partnerships and successfully coordinating across cross-functional teams
  • Highly organized and detailed oriented
  • Team player that works well independently, a reliable self-started
  • Multi-tasking and adaptive to changing environments
  • Possess strategic thinking and ability to plan and execute efficiently on assigned projects
  • Ability to identify and take on opportunities beyond individual responsibilities
  • Excellent written and verbal communication skills
  • Ability to work with minimal supervision
  • Strong proficiency in Microsoft Office particularly in Excel and PowerPoint

Registration Required

  • None

EOE M/F/D/V Committed to Diversity

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
About Morgan Stanley
Size More than 5000
Industry Investment Banking & Brokerage
Location New York County, United States
Founded 1 January 1935
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