Wealth Management Platforms Portfolio Management Lead - Executive Director

WM Platforms 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
> 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 12 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