ASI Automation Architect, Client Segments, Associate, Wealth Management

Introducing Morgan Stanley at Work:
We know a lot about investing and are certain theres no better investment a company can make than in its employees. People dont just drive a company; they are the company. So when people work at their best companies do too. Morgan Stanley at Work a division of Morgan Stanley Wealth Management provides workplace financial solutions that build employee financial confidence foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity Financial Wellness and Retirement Solutions. Plus we provide all employees with Financial Empowerment so they have the knowledge tools and support needed to make the most of their workplace financial benefits.
What youll be part of - our Morgan Stanley at Work culture:
At Morgan Stanley at Work we walk the talk. We have created a place for our employees to learn achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.
We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers empathetic listeners team players and inclusive leaders. We are committed to your growth and development and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.
Primary Responsibilities:
> The Automation Architect (Associate) will be part of the Agility & Strategic Intelligence team within the Morgan Stanley at Work organization.
> Work with business and technology stakeholders to understand manual processes collect requirements and convert them into automation-ready process maps user stories acceptance criteria and test scenarios.
> Design build and support Python-led automation workflow solutions along with Dataiku and approved enterprise low-code/no-code tooling.
> Build practical AI-enabled automations and low-code/no-code agents that improve operational efficiency while validating outputs and maintaining required controls.
> Apply prompt engineering techniques to create test refine and document prompts for business workflows knowledge retrieval summarization classification and developer productivity use cases.
> Use AI productivity tools such as GitHub Copilot responsibly to accelerate coding documentation testing and troubleshooting while owning the final output quality.
> Configure data transformations validations reconciliations and exception handling for automation workflows using Python SQL or Dataiku where appropriate.
> Support end-to-end delivery for assigned tasks and small workstreams including build unit testing UAT support release readiness production monitoring and post-production support.
> Maintain clear documentation reusable components runbooks SOPs control evidence and support handoffs.
> Coordinate with onshore/offshore stakeholders on project details technical queries blockers and status updates.
> Analyze existing processes and tools to identify gaps and recommend improvements to reduce manual effort improve accuracy and strengthen controls.

The Associate Automation Specialist:
> Balances functional analysis and hands-on automation execution - able to move from requirement discovery to solution delivery for well-defined workstreams.
> Demonstrates ownership and accountability for assigned deliverables while seeking guidance for complex design risk or control decisions.
> Comfortable learning new automation AI and low-code/no-code platforms and applying them to practical business Required Skillset
> 3-5 years of relevant professional experience in Python-led automation data automation or software development; prior hands-on project delivery experience is required.
> Strong hands-on Python experience including scripting data processing API integration validation troubleshooting and reusable automation components.
> Working knowledge of Dataiku for data preparation visual recipes datasets automation flows or comparable data workflow platforms.
> Front-End/Web App Working Experience (HTML/CSS/JavaScript): Implement basic UI changes troubleshoot common front-end issues and partner with developers/QA on enhancements and defect fixes.
> Able to independently implement straightforward UI changes troubleshoot basic front-end issues and collaborate with developers/QA on web app enhancements and defect fixes.
> Exposure to low-code/no-code workflow and agent-building tools with ability to design simple business agents automations and human-in-the-loop flows.
> Good prompt engineering skills: write clear prompts define context test edge cases evaluate AI outputs and improve reliability through iterative refinement.
> Basic AI/GenAI knowledge is mandatory including understanding of LLM capabilities and limitations hallucination risks validation responsible use and data privacy.
> Ability to use AI-assisted developer tools such as GitHub Copilot to improve productivity while reviewing testing and owning final outputs.
> Strong requirements gathering and process analysis skills with ability to create process flows user stories acceptance criteria and technical specifications.
> Understanding of SQL/database concepts data mappings data quality checks reconciliations and basic ETL/data integration patterns.
> Understanding of SDLC/Agile delivery testing practices version control basics and production support fundamentals.
> Strong communication skills; comfortable interacting with both technical teams and non-technical business stakeholders.
Strongly Desired Qualifications
> Experience supporting production Python automations including incident triage root cause analysis monitoring and preventive fixes.
> Operational knowledge of Jira Confluence Git/GitHub or Bitbucket and basic CI/CD concepts.
> Experience with User Acceptance Testing test data preparation quality checks and documentation of control evidence.
> Experience in financial services employee benefit plans stock plan/equity administration or client/onboarding operations.
> Ability to coordinate with onshore and offshore teams and manage multiple priorities with limited supervision.

Preferred Skillsets
> Basic understanding of equity compensation and employee benefit plans.
> Working knowledge of OpenAI APIs or enterprise AI assistants were used within approved controls.
> Exposure to Automation Copilot Studio Power Apps or similar low-code/no-code platforms.
> Experience with Power BI/Tableau or reporting dashboards.
> Familiarity with cloud/data platforms such as Azure Snowflake or similar.
> Basic awareness of data security privacy and compliance requirements in automation and AI use cases.
> RPA skill including Studio development reusable workflows selectors queues Orchestrator basics exception handling and deployment support.

Qualifications
> BE/BTech in Computer Science IT Software Engineering or a related discipline; Computer Science stream equivalent relevant experience will also be considered.
> 3-4 years of hands-on experience in Python scripting data workflow automation automation or low-code/no-code solution delivery.
> Practical experience with Python as the primary automation/programming skill and exposure to Dataiku SQL or similar automation/data tooling.
> Associate-level role requiring independent execution of assigned deliverables; people management or senior technical leadership experience is not required.
Communication
> Strong interpersonal verbal and written communication

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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