Morgan Stanley · 2 months ago
Wealth Management Platforms Program Manager, AVP
Purchase, NY
Full-time
Onsite
Mid, Senior Level
$85K/yr - $140K/yr
5+ years expMorgan Stanley is a leading global financial services firm known for its investment banking and wealth management services. The Wealth Management Platforms Program Manager, AVP will oversee program delivery and support across critical WM platforms, collaborating with multi-disciplinary teams to ensure effective execution and strategic decision-making for key stakeholders.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget
Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership
Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy
Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy
Assist in the development of the target operating, service, and support models
Support Engagement & Adoption strategy, and provide support for pilot and business launch
Maintain strong partnerships with teams across the business and technology teams to drive successful execution
Provide transparency to stakeholders into progress towards goals, including leading governance
Qualification
Required
Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately
Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance
Problem solving and consensus-building skills
Strong presentation skills, including ability to create PowerPoint presentations for various levels of management
Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall)
Ability to organize and prioritize work
Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making
Strong organizational skills with a high attention to detail
Independent self-starter who can manage multiple activities to aggressive deadlines
Strong time management skills and ability to drive projects to completion within budget
Eagerness to learn the business and understand technical requirements
Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams
BS/BA degree required
Minimum of 5 years of professional experience in project management, product management or technology
Experience in the financial services industry, Wealth Management, or consulting
Preferred
Agile training a plus, but not required
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
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2026-01-11
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