WM Platforms Portfolio Management Lead – Executive Director

Wealth Management Platforms
New York Plaza, NY

As part of the PMG team, this individual will provide program oversight and support across the platform portfolio and for select initiatives across critical WM platforms. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients.

About Morgan Stanley

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.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

The Portfolio Management & Governance Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives.

What you’ll do in the role:

• Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget

• Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership 

• Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy

• Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy

• Assist in the development of the target operating, service, and support models

• Support Engagement & Adoption strategy, and provide support for pilot and business launch

• Maintain strong partnerships with teams across the business and technology teams to drive successful execution

• Provide transparency to stakeholders into progress towards goals, including leading governance

Skills Required:

• Organizational Change Leadership: experience leading through transitions and providing thought leadership on opportunities and risk mitigation

• People Leadership: manage a team juggling multiple priorities in a matrixed operating environment

• Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately

• Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance

• Problem solving and consensus-building skills  

• Strong presentation skills, including ability to create PowerPoint presentations for various levels of management

• Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall) 

• Ability to organize and prioritize work

• Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making

• Strong organizational skills with a high attention to detail 

• Independent self-starter who can manage multiple activities to aggressive deadlines 

• Strong time management skills and ability to drive projects to completion within budget

• Eagerness to learn the business and understand technical requirements 

• Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams

• BS/BA degree required 

• Minimum of 10-15 years of professional experience in project management, product management or technology 

• Experience in the financial services industry, Wealth Management, or consulting

• Agile training a plus, but not required

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.