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Corp & Institutional Solutions Project Manager

Employer
Morgan Stanley
Location
New York, USA
Salary
Competitive
Closing date
May 19, 2022

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Description - External
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.

Department Profile
Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Corporate Equity Solutions (CES), Retirement Plan Solutions (RPS), MS Financial Wellness (MSFW), as well as Digital Solutions, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee ("participant") experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.

Role
Morgan Stanley's CIS Project Management Office (PMO) team is seeking a Project Manager to provide program management support for select initiatives. The Project Manager will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. The primary role of the Project Manager is to ensure the CIS agenda is achieved, on schedule, on budget and to standards that meet expectations of Management Team.

Key responsibilities will include but will not be limited to the following:
  • Manage project roadmap that documents key milestones, timeline, and areas of risk across a given portfolio
  • Provide transparency to stakeholders into progress towards project goals
  • Ensure comprehensive documentation of requirements and project assumptions are established
  • Liaise with product owners and risk and control partners on review and approval of content impacting a project
  • Document senior management meeting minutes and replay back to audience
  • Enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
  • Develop senior management program dashboards that articulate project status and timeline
  • Partner with technology project managers to gain commitment on project milestones
  • Develop strong partnerships with business and technology teams to drive successful project execution
Qualifications - External
Qualifications & Skills Required
  • 4-6 years of experience of project management, process improvement, business analysis, and/or product management
  • PMP Designation an asset, but not required
  • Self-starter with proven ability to manage delivery/execution of a wide range of tasks and initiatives
  • Ability to identify problems and provide a path for solution or escalation
  • Proven experience developing partnerships with and successfully coordinating across various stakeholders
  • Strong listening and verbal/written communications with ability to tailor message to audience
  • Ability to work independently, proactively and possess a strong sense of accountability/ownership
  • Familiar with SDLC processes (e.g., Waterfall) and Agile Methodology
  • Eagerness to learn the business and understand detailed technical requirements
  • Ability to use desktop tools to develop presentations for senior management
  • Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint


Qualifications:

Description - External
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.

Department Profile
Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Corporate Equity Solutions (CES), Retirement Plan Solutions (RPS), MS Financial Wellness (MSFW), as well as Digital Solutions, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee ("participant") experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.

Role
Morgan Stanley's CIS Project Management Office (PMO) team is seeking a Project Manager to provide program management support for select initiatives. The Project Manager will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. The primary role of the Project Manager is to ensure the CIS agenda is achieved, on schedule, on budget and to standards that meet expectations of Management Team.

Key responsibilities will include but will not be limited to the following:
  • Manage project roadmap that documents key milestones, timeline, and areas of risk across a given portfolio
  • Provide transparency to stakeholders into progress towards project goals
  • Ensure comprehensive documentation of requirements and project assumptions are established
  • Liaise with product owners and risk and control partners on review and approval of content impacting a project
  • Document senior management meeting minutes and replay back to audience
  • Enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
  • Develop senior management program dashboards that articulate project status and timeline
  • Partner with technology project managers to gain commitment on project milestones
  • Develop strong partnerships with business and technology teams to drive successful project execution
Qualifications - External
Qualifications & Skills Required
  • 4-6 years of experience of project management, process improvement, business analysis, and/or product management
  • PMP Designation an asset, but not required
  • Self-starter with proven ability to manage delivery/execution of a wide range of tasks and initiatives
  • Ability to identify problems and provide a path for solution or escalation
  • Proven experience developing partnerships with and successfully coordinating across various stakeholders
  • Strong listening and verbal/written communications with ability to tailor message to audience
  • Ability to work independently, proactively and possess a strong sense of accountability/ownership
  • Familiar with SDLC processes (e.g., Waterfall) and Agile Methodology
  • Eagerness to learn the business and understand detailed technical requirements
  • Ability to use desktop tools to develop presentations for senior management
  • Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

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