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Client Onboarding & Enhanced Due Diligence- Change the Bank- Project Manager Director (AVP)

Morgan Stanley
1 New York Plaza, United States, United Statesfull_timeVerifiedPosted 3 Sept 2025
💰 $133,000/yr($82,000/yr$133,000/yr)

About the role

COBDD Change the Bank (CTB) provides support across the COBDD organization to centralized support to Client Onboarding and Enhanced Due Diligence Operations for enhancement initiatives. We're seeking someone to join our team as a COBDD Change the Bank (CTB) Project Manager Director in Wealth Management Operations Group to manage the project life cycle of key strategic programs and initiatives across our organization.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within the COBDD Change the Bank Team.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

As a member of the Change the Bank (CTB) team, this individual will provide project management support for initiatives aligned to Client Onboarding and Enhanced Due Diligence Operations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This independent contributor will provide support, and work with project teams, to build out a project's governance, reporting and tracking, from initiation, to execution, and to scale. The candidate will be expected to think analytically, be detail oriented and client centric
> 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 project
> 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, and stakeholders
> Support key program leads and resources in executing key deliverables
> Independently identify opportunities to drive project/ programs forward

What you'll bring to the role:

- Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
- Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
- Ability to operate independently across the majority of day-to-day responsibilities
- Culture carrier across Operations, embracing the Firm's core values and acting as a role model
- 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 independently
- 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
- Skilled in Microsoft Excel, PowerPoint, Word, Project, Visio, and SharePoint
- At least 4 years' relevant experience would generally be expected to find the skills required for this role

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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

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Company

Morgan Stanley

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