Institutional Platform Strategy - AVP

AVP
- Institutional Platform Strategy

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. 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 to grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Wealth Management (WM) Platforms manages industry‑leading platforms across all WM channels and client segments, providing a unified digital experience, unlocking growth, and delivering efficiencies for Advisors, Clients, and Institutions. It manages digital products used by over 16,000 Financial Advisors across the firm. 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 Institutional Platforms Strategy Team drives strategic initiatives aimed at scaling our Institutional Consulting Businesses, including Outsourced Chief Investment Office (OCIO), Graystone Consulting, Corporate Retirement, Institutional RIA, and the MS Family Office. The team is responsible for creating scalable solutions across all elements of the client and advisor experience—Pipeline and Prospect Management, Client Onboarding, Portfolio Setup and Management, Performance Reporting and Analytics, Money Movement, 401(k) Plan Management, and Institutional Billing and Financials.

The candidate will lead high‑priority initiatives across Institutional Consulting Solutions (ICS) with a focus on building and scaling a premier shared service model for our institutional client segment. The candidate will be responsible for leading the effort to identify and refine business opportunities, risks, and requirements, assess and reengineer platforms, and execute strategic solutions by leveraging the firm’s agile framework. The position will have a unique opportunity to engage with stakeholders and leadership across multiple lines of business (including Wealth Management, OCIO, MS Family Office, Global Investment Office, Morgan Stanley at Work, and Technology) to enhance our business offering and operating model.

• Lead all aspects of large‑scale and complex work streams, including conceptualizing project scope, timelines, and dependencies, tracking and reporting key milestones, and engaging and influencing project stakeholders.
• Partner with business stakeholders to gather, conceptualize, and define requirements which will automate business processes that support institutional clients utilizing tools including integrating generative AI capabilities.
• Support all aspects of the product life cycle including requirement gathering, execution/agile leadership, user acceptance testing, and ongoing subject matter expertise.
• Prepare and deliver presentations to senior management to allow for informed strategic decision‑making.
• Conduct market and user experience research to define complex business problems and develop both tactical and strategic solutions.
• Plan and facilitate the rollout of Institutional Platforms’ product suite.
• Drive initiatives that advance Morgan Stanley’s Integrated Firm Strategy by identifying and executing opportunities.

• 5+ years of experience in financial services, wealth management, product management, and/or business strategy/management related fields.
• Undergraduate 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.
• Strong…