Wealth Management Platforms Program Manager, AVP

Wealth Management Platforms Program Manager, AVP

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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.

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, providing project and program management support and oversight across the platform portfolio and for select initiatives.

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.

• 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

• 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 5 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

• Executive

• Full‑time

• Finance and Sales

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. 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…