Executive Director, Strategic Change Leader
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Job Location:
Purchase, NY - USA
Yearly Salary:
$ 175000 - 250000
Posted on:
17-08-2025
Vacancies:
1 Vacancy
Job Summary
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 Firms 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 forward-thinking leader who is energized by the opportunity to drive transformative change at scale. The candidate will lead initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.
Primary responsibilities include:
>Deliver meaningful impact to the Firm by executing strategic initiatives that enable efficiency and business growth.
>Oversee and drive the end-to-end execution of strategic change initiatives from concept through post-execution measurement. This includes 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.
>Liaise between business technology operations and field service teams to deliver platform solutions and new process creation.
>Lead conversations across multiple stakeholder groups; freely developing networks building consensus and prioritizing deliverables clearly and effectively to manage a multi-faceted roadmap.
>Perform business analysis create 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.
>Effectively navigate the complexities of delivering new and enhanced software/applications ensuring alignment with business needs risk controls and technology architecture.
>Creation of presentation decks for socialization with a wide range of stakeholders business partners and senior management.
>Communicate updates on project timelines and report key milestones to stakeholders and internal leadership.
>Establish and shape governance frameworks designed to prioritize solutions that are built strategically with an eye towards risk mitigation reusability and sustainability.
>Foster a culture that values diverse perspectives bold thinking and relentless improvement.
>Fosters ownership by creating teams and involving them in developing goals making decisions and being accountable for results.
Skills Required:
>Experience leading large-scale transformation initiatives with a focus on operational efficiency and technology enablement.
>Exceptional communication and story-telling skills to articulate vision drive alignment and inspire change.
>Confident and influential communicator regardless of audience or complexity of subject matter.
>Self-starter with a strong sense of ownership accountability and entrepreneurial spirit.
>Comfort operating in a dynamitic fast-paced environment; able to connect dots and make sound decisions based on disparate information.
>Ability to deliver engaging informative well-organized requirements and concept designs.
>Proven ability to gain consensus across multiple teams to help drive execution informational gathering and manage expectations.
>Strong business analytical and logic skills. Qualifications:
>15 years of relevant experience in wealth management consulting or careers where a similar skill set is developed and demonstrated.
>Bachelors Degree required.
>Strong analytical strategic thinking and problem-solving skills with the ability to define complex business problems synthesize data and provide and execute on tactical and strategic solutions.
>Familiarity with change management and program governance structures in large matrixed organizations.
>Experience with Agile or application development methodology for technology projects is a plus.
>Knowledge of Software development life cycle (SLDC) and understanding of Product Management software such as JIRA is a plus.
>Experience designing and delivering Agentic AI and/or Generative AI 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 - 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.
To learn more about our offices across the globe please copy and paste into your browser.
Morgan Stanleys 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).
Required Experience:
Director
Key Skills
- Fiscal Management
- Fundraising
- Assisted Living
- Management Experience
- Hospice Care
- Nonprofit Management
- Operations Management
- Strategic Planning
- Budgeting
- Grant Writing
- Leadership Experience
- Public Speaking
About Company
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, ... View more
