In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is a Director, Advanced Specialist position at the P4 job level within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.

At Morgan Stanley Baltimore, we support the Firm’s global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

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.

Key Responsibilities

• Identify and deliver automation opportunities across Wealth Management Operations, including trade processing, settlements, reconciliations, client reporting, reference data, and exception management
• Design, build, test, deploy, and support automation solutions using RPA, workflow, and scripting technologies
• Translate operational and control requirements into scalable, resilient automation solutions
• Embed strong controls, validations, audit trails, and exception handling into all automations
• Ensure solutions comply with internal governance, change management, and regulatory requirements
• Partner with Risk, Compliance, and Audit teams to support reviews, documentation, and control testing
• Monitor and support production automations, including incident resolution and root‑cause analysis
• Develop reusable components, standards, and best practices for WM Operations automation
• Provide transparent communication on delivery status, risks, and benefits to stakeholders
• Mentor and guide junior automation developers and analysts

Required Qualifications

• Bachelor’s degree in Computer Science, Engineering, Finance, or a related field (or equivalent experience)
• 5+ years of experience delivering automation solutions within Financial Services
• Hands‑on experience with automation platforms such as UiPath, Blue Prism, Automation Anywhere, or Power Automate
• Strong scripting or programming skills (e.g., Python, VBA, SQL, PowerShell)
• Solid understanding of Wealth Management or Capital Markets Operations processes
• Experience working in regulated, production‑critical environments with strong controls
• Strong analytical, problem‑solving, and communication skills

Preferred Qualifications

• Direct experience supporting WM Operations functions such as Settlements, Trade Support, Reconciliations, or Client Reporting
• Experience integrating automations with legacy or mainframe‑based systems
• Familiarity with workflow orchestration, APIs, and system integrations
• Experience supporting audits, regulatory exams, or control attestations
• Relevant automation or platform certifications

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. Our 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.

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. United States (All States) 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. Asia and India 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.

Salary range for the position: $93,000.00 and $140,000.00 per year. The successful candidate

may be eligible for an annual discretionary incentive compensation award. The successful candidate may be

eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a

discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical,

Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life

Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state

and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term

Disability, in addition to other special perks reserved for our employees. Please visit

mybenefits.morganstanley.com to learn more about our benefit offerings

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).