Associate, Strategic Change Manager
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.
The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI), and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.
We are seeking a candidate who is energized by the opportunity to drive transformative change at scale. The candidate will help drive initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.
Primary responsibilities include:
Support critical workstreams of strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business requirements, performing impact analysis, end-to-end user testing, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics.Create and manage detailed technology requirements (use-cases, user stories, or any other artifacts) and provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models.Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needsLead backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholdersLiaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation.Manage efforts to incorporate new and enhanced software/applications and automation capabilities onto the Workflow and other Wealth Management platforms.Provide user support, break-fix, and platform maintenance projects.Skills Required:
Must be highly motivated and an independent leader with a strong work ethicExceptional communication and story-telling skills.Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.Ability to effectively manage ambiguity and apply problem solving skills.Able to prioritize and manage multiple concurrent initiatives.Ability to simplify and communicate complex subject matter.Qualifications:
At least two years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated.Bachelor’s Degree required.Strong analytical, strategic thinking and problem-solving skills.Experience with Agile or application development methodology for technology projects Knowledge of Software development life cycle (SLDC) and understanding of Product Management software such as JIRAExperience designing and delivering Agentic AI and/or Generative AI solutions a plus.Experience delivering enterprise workflow and intelligent automation solutions a plus.WHAT 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $80,000 and $105,000 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).