Business Enablement, Client Segments, Director, Wealth Management

About Us:

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

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you'll be part of - our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Within Morgan Stanley at Work , Equity Edge Online® (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.

Project Manager - Shared Services Role:

The Project Manager of Shared Services will act as a team lead and support the Manager of Shared Services in overseeing and supporting a team that that supports end-to-end projects for Relationship Managers ("RM"), Sales, and other initiatives supporting Morgan Stanley at Work.

The ideal candidate is technically proficient and possesses strong communication skills. They excel in building relationships with colleagues driving successful project outcomes and contributing to process enhancement. With a focus on adaptability and continuous improvement, the Project Manager thrives in a fast-paced environment and takes ownership of their responsibilities to ensure partner success and satisfaction.

• Act as a point of contact for team members, addressing their concerns and facilitating effective communication within the team.
• Take ownership of specific projects and execute tasks, while also working closely with the manager to allocate resources and manage project queue and priorities.
• Ability to lead a variety of projects providing solid project leadership, planning, execution, governance and direction.
• Assist with oversight of daily operations, ensuring tasks and projects are completed on time and to the required standards and report the progress to the manager.
• Implement and maintain operational procedures and best practices to enhance team efficiency and effectiveness.
• Coordinate training and development initiatives to enhance the skills and capabilities of team members.
• Identify potential operation risks and design effective control measures and mitigation plans to minimize business risk/impact
• Provide mentoring and coaching to team members, fostering a culture of continuous learning and professional growth.
• Identify opportunities for process improvements and efficiency gains within the offshore operations.
• Assist in implementing new tools, technologies, and processes to streamline workflows and enhance the team's performance.
• Assist in facilitating communication between offshore team and onshore departments, ensuring alignment and collaboration.

• Bachelor's degree in finance, accounting, business, or related field required.
• Minimum 7 years of experience in financial services, FinTech, equity compensation or related industries
• Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint) and Salesforce, with a willingness to learn new tools as necessary.
• Proven success in leading teams and executing solutions to develop strong client relationships and ensure client satisfaction.
• Ability to think strategically, creatively problem-solve, and manage projects simultaneously.
• Experience in customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively.
• Comfortable working in a fast-paced, evolving environment with a focus on continuous learning and training opportunities
• Excellent verbal and written communication skills in English.