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Advisor Platforms Project Manager

Posted on Jan 31, 2019 by Morgan Stanley USA

New York, NY 10001
28 Jan 2019
Annual Salary
Description 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 The Wealth Management Investment Platforms team is responsible for supporting the creation, on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. The FA Platforms team manages digital products used by over 16,000 Financial Advisors across the firm. Primary Responsibilities As part of the FA Platforms team, this individual will provide program management support for select digital initiatives. This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. The individual will collaborate with partners in technology and product management to deliver digital solutions for Financial Advisors. The position will be based in New York, NY with occasional travel.


Qualifications: • BS/BA degree required. Advanced degrees a plus. • A minimum of 3-5 years of professional experience in project management, product management, or technology Required Skills • Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately • Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management • Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making • Independent self-starter who can manage multiple activities to aggressive deadlines • Eagerness to learn the business and understand detailed technical requirements • Familiar with SDLC processes (e.g., Waterfall) and Agile Methodology • Experience working with cross functional teams, including product management, UX, technology, analytics, marketing, risk and compliance. • Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint Desired Skills: • Professional experience in the financial services industry, Wealth Management, FinTech Advisor Platforms Project Manager

Reference: 635210082