Project Manager (AVP)

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.Job DescriptionField Business Management is part of Wealth Management Field Home Office at Morgan Stanley Wealth Management. The Project Manager role (AVP) primary responsibility is to drive platform and policy strategy, development and execution of enhancements within Advisor & Asset Retention, Recovery and Retirement. In addition, work directly with Senior Management on key project management and strategic initiatives.Position Responsibilities * Project Manage the development of business requirements with Platforms and Technology as it relates JPN Management, Account Retention Tool, Advisor Legacy Program * Point person for Field Leadership and Corporate Partners to develop and implement projects, specifically WM Analytics and Data, Technology, Platforms, and Finance * Ownership and primary contact for department platforms development and execution * Partner with Field Management and Advisors to strategize on business requirements to efficiently manage and service clients with their Team and Partners * Responsible for training, education and support on departmental platforms, dashboards and systems. * Analyze data to support these strategic initiatives and determine impact * Collaborate with platform users to understand and anticipate their needs and translate them into product requirements * Develop, implement and present key data and metrics to senior management * Maintain cross departmental relationships to advance Firm wide strategies * Perform regular or ad hoc metrics, reporting and trend analysis * Field communication and training creation and execution * Perform other duties and special projects as assignedQualifications * Minimum of 5 year of Wealth Management or Industry experience * Bachelor's degree required * Strong organizational, project management and analytical skills * Strong written and verbal communication skills * Proficient in MS Office with emphasis on PowerPoint, Word and Excel * Understanding of web technologies and departmental platforms * Agile Product Owner experience a plus * Knowledge of Dataiku a plus * 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 detailWHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.Expected base pay rates for the role will be between $70,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).