Institutional Securities Strategic Consulting & Transformation - Business Solutions Group (BSG) - Associate/Vice President

Overview

The Business Solutions Group (BSG) team sits within Morgan Stanley’s Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion.

This role will play a foundational part in delivering high-impact engagements while combining advisory consulting, program delivery, and data-driven analytics capabilities.

Primary Responsibilities

As a key member of the BSG team, this individual will work in cross-functional agile teams alongside various business stakeholders (e.g. business, technology, operations, risk and finance) to innovate and consult on developing new or enhancing existing technologies. This role offers the opportunity to collaborate with colleagues and industry experts to design and deliver high performance data frameworks and technical platforms that power advanced analytics engagements and solutions.

Key responsibilities will include but will not be limited to the following:

Advisory, Program Delivery & Consulting

• Support high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology

• Provide program management and delivery support, including planning, execution, readiness, and governance across cross-functional teams

• Partner with stakeholders to define problems, diagnose issues, and develop actionable, sustainable solutions

• Manage project plans, track risks and issues, and report progress against milestones and benefits

• Support change management, process improvements, control, and governance initiatives

• Assist in preparing presentations, reporting materials, and updates for senior management

• Track and analyze engagement performance, including budgets, staffing, and key metrics

• Collaborate with business, technology, operations, finance, and risk teams to deliver integrated solutions

• Build strong stakeholder relationships and operate effectively across all levels of the organization

• Promote a collaborative, high-performance team culture

Data & Analytics

• Design and deliver analytics solutions, including dashboards, automation tools, and data-driven frameworks to support decision-making

• Work with cross-functional teams to develop and enhance data platforms and technology solutions

• Perform analysis on financial and operational datasets to identify insights and efficiency opportunities

• Build, support, and scale data pipelines and frameworks across structured and unstructured data environments

• Leverage visualization tools (Power BI, Tableau, Excel) to communicate insights effectively

• Support advanced analytics initiatives including machine learning and emerging technologies (e.g., LLMs, automation workflows)

Skills Required:

• Strong consulting and program delivery experience with the ability to manage multiple initiatives simultaneously

• Proven stakeholder management and cross-functional collaboration skills

• Strong data analytics experience, including ability to leverage data visualization tools (i.e., Power BI, Tableau, Excel)

• Experience with machine learning models, LLM, agentic workflows and RAG implementation

• Proven ability to manage delivery/execution of a wide range of tasks and initiatives

• Understanding of data engineering concepts (data pipelines, structured/unstructured data)

• Proven ability to manage multiple projects and priorities

• Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders

• 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

• Independent self-starter who can manage multiple activities to aggressive deadlines

• Eagerness to learn business and understand detailed technical requirements

Qualifications

• 3-7 years of experience in management consulting, strategy, transformation, or related roles

• Experience in financial services, ideally within securities, sales & trading or investment banking required

• Ability to manipulate and do computations on financial data sets using a programming language such as Python, R or similar languages

• Experience in program management, product development, or transformation initiatives

• Experience building or scaling an internal consulting, strategy, PMO or transformation function

• Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management

• Bachelor’s degree required; advanced degree preferred (business, finance, engineering, or related field)

• Basel III and/or FRTB experience strongly preferred

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 that’s differentiated – and we’ve 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 - 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’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $100,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, 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 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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