Wealth Management Platforms Portfolio Management Lead - Executive Director

Portfolio Management Lead

Company Profile : Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. 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.

Department Overview : The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out. 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.

Job Overview : 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.

Principal Responsibilities :

• 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

Desired Skills :

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.

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).