WMF Strategy & Initiatives Director

Overview

We're seeking someone to join our Strategy & Initiatives team as a Director in Wealth Management Finance. The Wealth Management Finance Strategy & Initiatives team partners closely with the Finance division and the Wealth Management Business Unit to drive strategic transformation and support new business growth. As a key member of this team, you will lead and execute projects focused on simplifying and modernizing Wealth Management Finance data and systems infrastructure.

You will also serve as a representative for Finance, collaborating with business partners on new initiatives and strategic priorities. This role provides an opportunity to manage both small and large projects across the Wealth Management Finance organization, working with stakeholders to deliver impactful solutions and drive continuous improvement.

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
• Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
• Act as a role model and culture carrier;
  Embody and set an example of the Firm's values and holds yourself and others accountable to Firm standards
• Collaborate with Wealth Management Finance, Technology, and Business partners to assist in managing and executing large-scale, enterprise-wide strategic initiatives
• Understand new business initiatives and consult with appropriate Finance teams to define strategic approaches, and define deliverables
• Drive continuous improvement of existing Wealth Management Finance systems, data and infrastructure
• Work cross-functionally, partnering with stakeholders while ensuring accountability for deliverables
• Ensure comprehensive documentation of project requirements, design, testing, and implementation processes
• Track and follow up on all project-related issues to ensure timely resolution and ability to anticipate and escalate risks
• Create and deliver presentations to senior management detailing project status, resource allocations, and resource needs
• Leveraging agile methodologies for effective project execution
• Build and maintain strong partnerships across Finance, IT, and other business and product areas to support successful outcomes
• Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function

• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• Ability to provide positive and constructive feedback and acknowledge efforts of team members
• Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
• In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• B.A./B.S. in relevant field
• 5+ years of relevant experience
• A high aptitude for numbers and a quick grasp of new applications and technology
• Must be willing to learn, grow and remain agile
• Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
• A desire to work in a team-based environment and contribute as a team player
• Extremely proficient with both MS Office

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that7s differentiated – and we7ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren7t 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, you7ll find an opportunity to work alongside the best and the brightest, in an…