Jobs and Careers
MO
Executive Director, Strategic Change Leader
Morgan StanleyWestchester, United Statesfull_timeVerifiedPosted 14 Aug 2025
💰 $250,000/yr($175,000/yr – $250,000/yr)
About the role
Executive Director, Strategic Change Leader
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.
The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI), and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.
We are seeking a forward-thinking leader who is energized by the opportunity to drive transformative change at scale. The candidate will lead initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.
Primary responsibilities include:
> Deliver meaningful impact to the Firm by executing strategic initiatives that enable efficiency and business growth.
> Oversee and drive the end-to-end execution of strategic change initiatives, from concept through post-execution measurement. This includes gathering and creating business requirements, performing impact analysis, end-to-end user testing, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics.
> Liaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation.
> Lead conversations across multiple stakeholder groups; freely developing networks, building consensus, and prioritizing deliverables clearly and effectively to manage a multi-faceted roadmap.
> Perform business analysis, create detailed technology requirements (use-cases, user stories, or any other artifacts) and provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models.
> Effectively navigate the complexities of delivering new and enhanced software/applications, ensuring alignment with business needs, risk controls, and technology architecture.
> Creation of presentation decks for socialization with a wide range of stakeholders, business partners, and senior management.
> Communicate updates on project timelines and report key milestones to stakeholders and internal leadership.
> Establish and shape governance frameworks designed to prioritize solutions that are built strategically with an eye towards risk mitigation, reusability and sustainability.
> Foster a culture that values diverse perspectives, bold thinking, and relentless improvement.
> Fosters ownership by creating teams and involving them in developing goals, making decisions and being accountable for results.
Skills Required:
> Experience leading large-scale transformation initiatives with a focus on operational efficiency and technology enablement.
> Exceptional communication and story-telling skills to articulate vision, drive alignment, and inspire change.
> Confident and influential communicator regardless of audience or complexity of subject matter.
> Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.
> Comfort operating in a dynamitic fast-paced environment; able to connect dots and make sound decisions based on disparate information.
> Ability to deliver engaging, informative, well-organized requirements and concept designs.
> Proven ability to gain consensus across multiple teams to help drive execution, informational gathering and manage expectations.
> Strong business analytical and logic skills. Qualifications:
> 15+ years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated.
> Bachelor's Degree required.
> Strong analytical, strategic thinking and problem-solving skills with the ability to define complex business problems, synthesize data, and provide and execute on tactical and strategic solutions.
> Familiarity with change management, and program governance structures in large matrixed organizations.
> Experience with Agile or application development methodology for technology projects is a plus.
> Knowledge of Software development life cycle (SLDC) and understanding of Product Management software such as JIRA is a plus.
> Experience designing and delivering Agentic AI and/or G
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.
The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI), and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.
We are seeking a forward-thinking leader who is energized by the opportunity to drive transformative change at scale. The candidate will lead initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.
Primary responsibilities include:
> Deliver meaningful impact to the Firm by executing strategic initiatives that enable efficiency and business growth.
> Oversee and drive the end-to-end execution of strategic change initiatives, from concept through post-execution measurement. This includes gathering and creating business requirements, performing impact analysis, end-to-end user testing, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics.
> Liaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation.
> Lead conversations across multiple stakeholder groups; freely developing networks, building consensus, and prioritizing deliverables clearly and effectively to manage a multi-faceted roadmap.
> Perform business analysis, create detailed technology requirements (use-cases, user stories, or any other artifacts) and provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models.
> Effectively navigate the complexities of delivering new and enhanced software/applications, ensuring alignment with business needs, risk controls, and technology architecture.
> Creation of presentation decks for socialization with a wide range of stakeholders, business partners, and senior management.
> Communicate updates on project timelines and report key milestones to stakeholders and internal leadership.
> Establish and shape governance frameworks designed to prioritize solutions that are built strategically with an eye towards risk mitigation, reusability and sustainability.
> Foster a culture that values diverse perspectives, bold thinking, and relentless improvement.
> Fosters ownership by creating teams and involving them in developing goals, making decisions and being accountable for results.
Skills Required:
> Experience leading large-scale transformation initiatives with a focus on operational efficiency and technology enablement.
> Exceptional communication and story-telling skills to articulate vision, drive alignment, and inspire change.
> Confident and influential communicator regardless of audience or complexity of subject matter.
> Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.
> Comfort operating in a dynamitic fast-paced environment; able to connect dots and make sound decisions based on disparate information.
> Ability to deliver engaging, informative, well-organized requirements and concept designs.
> Proven ability to gain consensus across multiple teams to help drive execution, informational gathering and manage expectations.
> Strong business analytical and logic skills. Qualifications:
> 15+ years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated.
> Bachelor's Degree required.
> Strong analytical, strategic thinking and problem-solving skills with the ability to define complex business problems, synthesize data, and provide and execute on tactical and strategic solutions.
> Familiarity with change management, and program governance structures in large matrixed organizations.
> Experience with Agile or application development methodology for technology projects is a plus.
> Knowledge of Software development life cycle (SLDC) and understanding of Product Management software such as JIRA is a plus.
> Experience designing and delivering Agentic AI and/or G
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s
Similar roles
Client Executive- Financial Services, Risk Management
Edgewood Partners Insurance Center
New York City
$140,000/yr
Client Executive, Private Equity/M&A- Risk Management
Edgewood Partners Insurance Center
Greenwich
$175,000/yr
Bilingual Strategic Cuisines Flex Account Executive (Spanish)
Toast
Houston
$185,000/yr