The Wealth Management Chief Administrative Office (CAO) provides centralized oversight of WM business operations and financial management. We drive operational discipline, establish governance, and deliver reporting and insights that help WM operate more efficiently and effectively including real estate strategy and workplace planning.
Within CAO, the WM Real Estate team represents Wealth Management in firm real estate strategy and execution. This role is hands-on property management, strategy, analytics and stakeholder-management, where you'll solve workspace problems for Wealth Management, execute workspace strategy, translate space/occupancy data into clear insights, build executive-ready materials, and coordinate with Firm Corporate Services, WM leaders and other stakeholders to solve WM real estate needs and issues.
Responsibilities - Improve how we work: recommend and implement workspace, process and other enhancements to increase efficiency, clarity, and consistency
- Drive projects to completion: support special projects and initiatives (intake, tracking, meeting prep, action items, timelines, and follow-ups)
- Represent WM with partners: serve as a central point of coordination between WM businesses, Corporate Services, and other stakeholders for property-related questions, initiatives, and issue resolution
- Turn data into decisions: analyze space, occupancy, and utilization information; identify trends, gaps, and opportunities; translate findings into clear, concise insights
- Build executive-ready content: develop senior management presentations with a structured storyline, clean visuals, and actionable recommendations
- Own reporting accuracy: create, reconcile, and maintain occupancy reporting and supporting documentation; ensure inputs and outputs are consistent
- Ad hoc analysis: support additional analyses and deliverables as business needs evolve
Experience- Three or more years of relevant experience in project management or related disciplines including:
- Project coordination, analytics, business analyst, business management, workplace/real estate strategy/operations, reporting/insights
- Management consulting or other similar project-based and problem-solving experience
- Capital improvement or building systems experience helpful
- Coordinating renovations and capital projects (scope, schedule, budget, change orders)
- Basic construction literacy (reading proposals, understanding sequencing and dependencies)
- Stakeholder management (owners/asset managers, tenants, contractors)
- Turnover/readiness management (unit turns, punch lists, make-ready timelines)
- BA/BS degree required
Skills/Abilities- Strong written and verbal communication skills; confident interacting with cross-functional stakeholders
- Strong analytical, problem-solving, and data-quality mindset; exceptional attention to detail
- Basic construction literacy (reading proposals, understanding sequencing and dependencies)
- Advanced Excel and PowerPoint skills; ability to synthesize complex information into executive-level storytelling
- Superior organizational skills: ability to prioritize and deliver in a fast-paced, evolving environment
- Technically proficient and a quick learner of new and updated platforms
- Ability to occasionally travel to various Wealth Management locations
Expected base pay rates for the role will be between 85,000 and 140,000 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
