Strategic Change Manager - Associate

Overview

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Wealth Management Platforms

Location:

Purchase

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, 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 candidate who is energized by the opportunity to drive transformative change  candidate will help drive initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.

Primary Responsibilities Include

• Support critical work streams of strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business requirements, performing impact analysis, end-to-end user testing and feedback support, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics.
• Support and lead the development of presentations and updates for cross-functional teams, control partners, and senior management to facilitate alignment and decision-making.
• Build trusted relationships with stakeholders across a range of functions to anticipate needs, gather input, and ensure clear communication.
• Support and lead program milestone management, end-to-end program tracking, coordination, and risk/issue escalation.
• Support the development of critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs.
• Liaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation.
• Manage efforts to incorporate new and enhanced software/applications and automation capabilities onto the Workflow and other Wealth Management platforms.

• Must be highly motivated and an independent leader with a strong work ethic
• Exceptional written, verbal, and visual communication and storytelling skills
• Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit
• Ability to effectively manage ambiguity and apply problem solving skills
• Able to prioritize and manage multiple concurrent initiatives
• Ability to simplify and communicate complex subject matter

• At least 2 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
• Experience with Agile or application development methodology for technology projects is a plus
• Experience designing and delivering Agentic AI and/or Generative AI solutions a plus

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 Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their…