Director, Wealth Management Operations Strategy
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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
- 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.
- Manage the day‑to‑day execution of project workstreams, ensuring timelines are met and deliverables are of the highest quality.
- Collaborate closely with Analysts, Associates, Vice Presidents, and Executive Directors to support all phases of a transaction lifecycle.
- Serve as a key point of contact for internal stakeholders on specific project matters, demonstrating professionalism and expertise.
- Analyze current workflows and recommend enhancements to streamline operations and improve efficiency within Wealth Management.
- Identify potential risks associated with projects and develop mitigation strategies to ensure successful execution.
- Assist in the planning and implementation of change management strategies to ensure smooth transitions during project rollouts.
Qualifications & Skills
- Bachelor’s degree in finance, Economics, Accounting, or a related quantitative field.
- A minimum of 4–6 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.
- 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.
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 is 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 $82,000 – $133,000 per year at the commencement of employment. Base pay will be determined individually and is only part of the total compensation package, which 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 is an equal opportunity employer committed to diversifying its workforce. The firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital 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).
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