Strategic Change Leader, Offshore Delivery Strategy and AI Testing – Vice President

Overview

Wealth Management Platforms, Purchase, NY. We are seeking a forward-thinking leader who is energized by the opportunity to drive transformative change  candidate will lead initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.

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. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including:
Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

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.

• Design and implement scalable GenAI and Agentic AI testing frameworks, including validation of model behavior, prompt performance, accuracy testing, and end-to-end evaluation of AI-enabled workflows.
• Design and operationalize onshore / offshore operating models by establishing clear engagement practices, pipeline management, communication cadences, and handoff expectations to ensure effective cross-time zone collaboration.
• Build strong partnership with offshore counterparts to facilitate ongoing prioritization and capacity discussions, jointly shaping and evolving the operating model over time.
• Manage ongoing engagement with business, risk, and control partners for AI-enabled workflows in production. Consolidate testing outcomes, performance metrics, and issue remediation efforts into clear, decision-ready materials for leadership and stakeholder socialization.
• Design, build, and oversee sustainable program-level performance updates that showcase key metrics, progress, and impacts. Create and maintain materials that create visibility into program activities, reinforce accountability, and facilitate decision making.
• Communicate updates on project timelines and report key milestones to stakeholders and internal leadership.
• Establish and shape governance frameworks designed to support prioritization decisions and manage program risk.
• Foster a culture that values diverse perspectives, bold thinking, and relentless improvement.

• Experience leading large-scale transformation initiatives with a focus on operational efficiency and technology enablement.
• Experience implementing or managing onshore/offshore delivery strategies is a plus.
• Experience designing and governing technology testing frameworks (Generative AI and/or Agentic AI experience preferred but not required).
• Exceptional communication and story-telling skills to articulate vision, drive alignment, and inspire change.
• Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.
• Comfort operating in ambiguous, dynamic environment; able to connect dots…