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Finance Program Manager Lead

Morgan Stanley

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Morgan Stanley

Finance Program Manager Lead

Onsite New York City, NY, United States Full Time Junior
Posted 2 days ago
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Job Details

We are seeking an accomplished Executive Director to lead complex programs within the Finance organization. The Executive Director will join our Centralized Management team as a Finance Program Manager Lead, overseeing other Program Managers, in the Centralized Finance Change team. You will serve as the primary point of contact across Finance functional groups (e.g. Product Control, Regulatory Reporting, Treasury, Financial Planning & Analysis) and partner with line of businesses (e.g. ISG, Wealth Management, Investment Management) and supporting functions (e.g. Operations, Technology, Risk, Legal and Compliance) during all phases of the program lifecycle. This role requires a blend of strategic oversight, disciplined execution, and a proactive approach to drive alignment, manage complex dependencies, and ensure successful delivery of multi-workstream regulatory and strategic initiatives impacting the Finance Division. The ideal candidate has program management skills with deep experience in Finance projects and a proven ability to drive transformation initiatives across diverse stakeholders.


In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Executive Director level position within the Portfolio & Change Management job family which manages strategic change management, process re-engineering, and establishment of control procedures for projects. Focus on milestone delivery across projects, manage risks and issues that impact program objectives, and facilitate communication across related projects and impacted stakeholders to keep programs on track.


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:
- Serve as the primary point of contact for Finance leadership and cross-functional partners
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Lead end-to-end processes and/or programs that require complex decision making, advanced understanding of client and stakeholder needs and subject matter expertise
- Understand and adhere to the Firm's risk and regulatory standards, policies and controls; own risk and contingency plans for business area
- Act as a role model and culture carrier; embody and set an example of the Firm's values and hold yourself and team accountable to Firm standards
- Align and coordinate activities across Finance functions (e.g. Product Control, Legal Entity Control, Regulatory Reporting, Treasury) and partner with impacted key stakeholders to ensure initiatives align with Finance strategic priorities and regulatory commitments
- Ensure dependencies and deliverables are clearly defined and managed
- Establish and chair cross-functional program governance forums (e.g. Steering Committees); preparing agendas, materials, and key updates to ensure updates, decisions, risks, and dependencies are effectively documented, tracked, and communicated
- Communicate program objectives, risks, and outcomes effectively
- Facilitate decision-making across stakeholders/leadership and escalate issues as needed
- Oversee project execution across all workstreams, ensuring adherence to agreed milestones, timelines, scope, and budget, with a focus on outcomes and business readiness
- Implement and maintain a comprehensive risk and issue management process, ensuring timely escalation and mitigation to senior governance bodies while adhering to the Firm's risk and regulatory standards, policies, and controls
- Implement reporting tools and dashboards for visibility into project health (e.g. structured program updates, dashboards, and executive summaries for Finance Leadership, Steering Committees, and C-suite stakeholders)
- Provide PMO Leadership and support to Project Managers by defining

What you'll bring to the role:
- Bachelor's degree in Finance, Business Administration, or related field; MBA preferred
- Expertise in program management methodologies (PMP, Agile)
- Excellent communication and facilitation skills
- Advanced understanding of Finance functional area, industry, and competitive environment and technical skills, including risks and key regulations relevant to the division
- Strong technical skills
- Ability to inspire and support others by providing positive and constructive feedback and to acknowledge efforts of and promote team members
- Ability to manage risk and impact to functional area, and create plans to mitigate those risks
- Demonstrated success leading programs that span multiple divisions and jurisdictions
- Strong executive presence, communication and stakeholder management skills
- Proven ability to manage complex, multi-stakeholder initiatives
- 10+ years in Finance leadership roles, with at least 5 years in program/project management

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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 - 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 $275,000 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).

Required Skills
  • program management
  • finance
  • PMP
  • Agile
  • communication
  • stakeholder management
Company Details
Morgan Stanley
 New York City, NY, United States
Work at 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... Read more

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