Executive Director, Project Manager - Business Transformation Services

Executive Director, Project Manager - Business Transformation Services

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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 from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

As a member of Business Transformation Services (BTS), this individual will provide program management support for select strategic initiatives, regulatory change, or integration efforts. This role will coordinate across a multi‑disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting.

Key responsibilities include but are not limited to:

• 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 the project.
• Creating a governance structure for managing complex programs that involve multiple business, technology and control partners.
• Building and maintaining a program roadmap with key business partners to drive delivery priorities.
• Managing dependencies with legal, risk and compliance partners.
• Providing transparency to stakeholders into progress towards project goals.
• Ensuring comprehensive documentation of requirements, assumptions, changes in scope and establishing an audit trail to demonstrate that these activities have been addressed.
• Providing mechanisms to capture and monitor remediation of any potential risks, and enabling appropriate escalation of items that may impact timely delivery or cause a change to the agreed scope of the project.
• Monitoring project costs and resource allocations to ensure investment is used in the best interests of the firm.
• Ensuring accurate and consistent reporting of activity across all governance forums outside of direct control.
• Managing project managers and consultants to deliver against firm priorities.

• BS/BA degree required. Advanced degrees a plus.
• A minimum of 10 years of professional experience in project management, product management or technology.
• Professional experience in the financial services industry, wealth management, fintech, or management consulting.
• Occasional travel may be required.
• Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
• Proven experience developing partnerships with and successfully coordinating across various business, technology, operations and control partners and stakeholders.
• Ability to lead and influence cross‑functional teams where there is no direct reporting chain.
• Strong written and verbal communication skills, ability to interact at all levels of the organization and tailor messages appropriately.
• Strong presentation skills, including ability 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 technical requirements.
• Experience managing major organizational change programs, such as merger integrations or corporate restructuring.
• Experience working with cross‑functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
• Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint.

• Dallas, TX
• Westchester, NY

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