Field Service Efficiency Program Lead, VP

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 Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.

This position will report within the Field Service – Supervision & Efficiency group. The candidate will be responsible for driving strategic initiatives to deliver efficiency in partnership with the WM Platforms and Technology organization. The candidate will play 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 candidate who is energized by the opportunity to drive transformative change at scale. The candidate will help drive initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.

Primary responsibilities include:

• Serve as a subject matter expert of the Field Service organization in design and development discussions with platform and technology partners, providing expert insights and guidance.
• Champion the identification of opportunities for efficiency improvements within the field. Leverage strong relationships developed through branch visits and virtual meetings to advocate effectively on behalf of the field.
• Lead the collection of feedback on initiatives and develop strategies to enhance engagement and adoption of new tools as they are implemented.
• Spearhead critical strategic change initiatives, working closely with platform and business partners to ensure successful execution.
• Establish and implement standards for measuring success, such as key performance indicators (KPIs), to track progress and outcomes.
• Play a critical role in partnering across various Client Segment Group Business areas to collaborate and deliver cohesive, scalable solutions that benefit the broader organization.
• Identify and elaborate on critical use cases and business processes that require innovation. Ensure alignment with the organization's vision and goals while addressing essential user and business needs.

Skills Required:

• Must be highly motivated and an independent leader with a strong work ethic
• Exceptional written, verbal, and visual communication and story-telling skills.
• Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.
• Ability to effectively manage ambiguity and apply problem solving skills
• Able to prioritize and manage multiple concurrent initiatives
• Ability to simplify and communicate complex subject matter

Qualifications:

• At least 5 years of relevant experience in wealth management field branches, consulting or careers where a similar skill set is developed and demonstrated.
• Bachelor’s Degree required.
• Strong analytical, strategic thinking and problem-solving skills.
• Experience with Agile or application development methodology for technology projects is a plus.
• Experience designing and delivering Agentic AI and/or Generative AI solutions a plus.
• Experience delivering enterprise workflow and intelligent automation solutions a plus.

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 $110,000 and $190,000 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's 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).