Business Analyst-Stock Plan Project Team , Director jobs in United States
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Morgan Stanley · 3 days ago

Business Analyst-Stock Plan Project Team , Director

Morgan Stanley is a global leader in financial services, known for evolving and innovating to better serve clients. The Director in Wealth Management Operations will drive platform strategy and support multiple projects, focusing on developing technology strategies, managing transformation initiatives, and delivering business outcomes.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Serve as a subject matter expert with front-to-back knowledge, working with Team Manager to perform data analysis, process improvement, identify & remediate risks, propose and implement improvements/changes
Participate in the design and development of UAT strategies, test plans, and test cases in collaboration with business users to validate that systems meet business requirements
Coordinate work, train and develop other team members where required, including documentation and tracking of change control milestones and tasks for multiple projects
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and points of contact with internal and external organizations
Leverage automation and internal Artificial Intelligence tools to efficiently execute on day to day activities as part of the role as well as for solutions to implement for stakeholders you support
Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities
Develop, implement and present metrics to senior management
Perform other duties and special projects as assigned

Qualification

Wealth Management experienceData analysisAutomation toolsProject managementAgile methodologyAnalytical skillsCommunication skillsProcess improvementRelationship managementTeam leadership

Required

Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
Ability to operate independently across the majority of day-to-day responsibilities
Strong organizational, project management and analytical skills
Strong written and verbal communication skills
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Ability to address non-standard issues within area of expertise
Self-motivated and able to work in a strong team and high activity environment
Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
Experience with Automation and AI tools (ie. Alteryx, UIPath, Microsoft CoPilot)
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
At least 3 years' of project experience within the industry, preferably in Wealth Management

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

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 Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Wei Christianson
Co-CEO Asia Pacific
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Company data provided by crunchbase