Morgan Stanley · 3 days ago
WMF Strategy & Initiatives Director
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $135K/yr
5+ years expMorgan Stanley is a global leader in financial services, known for its commitment to innovation and client service. They are seeking a Director for their Strategy & Initiatives team in Wealth Management Finance to lead and execute projects aimed at modernizing Finance data and systems, while collaborating with various business partners to drive strategic initiatives.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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
Qualification
Required
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
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
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
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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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