Director, Wealth Management Operations Strategy

We are seeking an ambitious and detail-oriented Director to join our Wealth Management Operations Strategy team. In this position, you will play a key role in driving and executing strategic initiatives across the Wealth Management division. You will work alongside senior team members to advance high-priority projects, including emerging areas such as digital assets and tokenization. The ideal candidate will have a demonstrated history of excellence, embrace significant responsibilities and stay current with industry innovations tailored for wealth management clients.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls, and develop client relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Key Responsibilities:

Preparation and Communication

• Prepare high-impact presentation materials for senior leaders based on known or information provided
• Create and maintain regular communication channels with stakeholders to provide updates on project progress and gather feedback.

• Lead the development and implementation of strategies for digital asset integration within Wealth Management, including exploration of tokenization opportunities and their operational impact
• Partner with technology and product teams to define requirements and drive the successful rollout of digital asset-related initiatives.
• Oversee the lifecycle of projects focused on digital asset platforms, ensuring robust organizational frameworks and compliance measures are in place

• Serve as a key point of contact for internal stakeholders on project matters, demonstrating professionalism, expertise, and a deep understanding of both traditional and digital asset operations.

• Analyze and optimize operational processes for the secure and efficient management of digital assets, identifying opportunities for automation and scalability
• Develop frameworks and best practices for the organization, custody, and reporting of digital assets within the Wealth Management division
• Design and implement standardized processes and governance models for the management of both traditional and digital assets, ensuring data integrity and auditability
• Research and evaluate emerging trends and technologies in digital assets and wealth management operations, identifying opportunities for innovation and competitive advantage.

• Proactively identify, assess, and prioritize potential risks across all project phases, encompassing technical, financial, operational, and external factors.

• Facilitate and support the planning and execution of comprehensive change management strategies to ensure seamless transitions and successful adoption of project rollouts.

• Bachelor's degree in finance, Economics, Accounting, or a related quantitative field.
• A minimum of 6-8 years of relevant experience in a field such as investment banking, corporate development, private equity, or a related financial services role.
• Exceptional quantitative and analytical skills are essential.
• High proficiency in Microsoft Excel, PowerPoint, and Word
• Familiarity with Digital Asset Concepts
• Proven ability to manage multiple projects and competing priorities in a fast-paced, deadline-driven environment.
• Excellent verbal and written communication skills, with the ability to articulate complex ideas clearly and concisely.
• A strong work ethic, sharp attention to detail, and a collaborative, team-oriented mindset.