The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers / Divestitures / Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion.
As a member of the Business Transformation Services (BTS) team, this individual will support initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions.
This contributor will provide support, and work with project teams to build out a project’s governance, reporting and tracking, and overall execution model from initiation to scale. The candidate will be expected to think analytically and critically, be detail oriented, and client centric.
Key responsibilities include:
-Working with all functional disciplines impacted by the project to ensure ‘end to end’ planning is comprehensive and results in a project plan that will achieve stated goals of the initiative
-Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy.
-Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
-Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
-Ensure effective communication and reporting to functional teams, manager, stakeholders, and senior leadership. Develop program dashboards that articulate project status and timeline
-Support key program leads and resources in executing key deliverables
-Independently identify opportunities to drive project/ programs forward
-Maintain strong partnerships with business and technology teams to drive successful project execution
Qualifications:
-BS/BA degree required. Advanced degrees a plus.
-A minimum of 3-5 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management
-Ability to quickly turn around high-quality work in a fast-paced environment
-Ability to drive delivery/execution of a wide range of tasks and initiatives
-Ability to work independently, proactively and possess a strong sense of accountability / ownership
-Ability to lead and influence cross-functional teams to meet delivery timelines
-Ability to highlight key risks and issues that may impact the project / program health, and manage the risk to closure
-Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
-Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management
-Independent self-starter who can manage multiple activities to aggressive deadlines
-Eagerness to learn the business and understand detailed requirements
-Organizational skills and ability to organize information in a meaningful way
-Experience managing one or various workstreams
-High attention to detail; follows through to ensure accuracy of materials
-Highly skilled in Excel, PowerPoint, Word, Project, Visio, SharePoint, and JIRA
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.
Expected base pay rates for the role will be between $76,000 and $120,000 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.
