Institutional Platform Strategy - AVP (New York)

AVP- Institutional Platform Strategy

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. 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. It manages digital products used by over 16,000 Financial Advisors across the firm. WM Platforms consists of nine sub-teams including : Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution, Business Control & Support, and the Chief Operating Office. The Institutional Platforms Strategy Team drives strategic initiatives aimed at scaling our Institutional Consulting Businesses; including Outsourced Chief Investment Office (OCIO), Graystone Consulting, Corporate Retirement, Institutional RIA, and the MS Family Office. The team is responsible for creating scalable solutions across all elements of the client and advisor experience - Pipeline and Prospect Management, Client Onboarding, Portfolio Setup and Management, Performance Reporting and Analytics, Money Movement, 401(k) Plan Management, and Institutional Billing and Financials. The candidate will lead high-priority initiatives across Institutional Consulting Solutions (ICS) with a focus on building and scaling a premier shared service model for our institutional client segment. The candidate will be responsible for leading the effort to identify and refine business opportunities / risk / requirements, assess and reengineer platforms, and execute strategic solutions by leveraging the Firm's agile framework. The position will have a unique opportunity to engage with stakeholders and leadership across multiple lines of business (including Wealth Management, OCIO, MS Family Office, Global Investment Office, Morgan Stanley at Work, and Technology) to enhance our business offering and operating model.

We are seeking a candidate with a strategic mindset and entrepreneurial spirit, with proven experience in strategy / product management and a solid understanding of the wealth management business. Primary Responsibilities :

• Lead all aspects of large-scale and complex workstreams, including conceptualizing project scope, timelines, and dependencies, tracking and reporting key milestones, and engaging and influencing project stakeholders
• Partner with business stakeholders to gather, conceptualize, and define requirements which will automate business processes that support institutional clients utilizing tools including integrating generative AI capabilities
• Support all aspects of the product life cycle including requirement gathering, execution / agile leadership, user acceptance testing, and ongoing subject matter expertise
• Prepare and deliver presentations to senior management to allow for informed strategic decision-making
• Conduct market and user experience research to define complex business problems and develop both tactical and strategic solutions
• Plan and facilitate the rollout of Institutional Platforms' product suite
• Drive initiatives that advance Morgan Stanley's Integrated Firm Strategy by identifying and executing opportunities

Qualifications :

Expected base pay rates for the role will be between $85,000 and $135,000 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.

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).