Morgan Stanley

Head of User Acceptance Testing (India), Platforms, Executive Director, Wealth Management

Posted On

Jan. 23, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

About Us
Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services.
At Morgan Stanley India, we are shaping the future of our global business and contributing to our local community. Our team works with the Wealth Management Platforms group from our office in Mumbai/ Bengaluru.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Division Profile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
The Program Management AVP for Wealth Management Platforms will be responsible for a variety of functions that support our PMO team across all platform areas. Assisting the PMO team will be key to in achieving senior leadership's vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. The Program Management AVP will be responsible for driving reporting and providing presentation and meeting support.

Key Responsibilities
- Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents
- Providing meeting support including meeting se-tup, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
- Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention
- Performing data reconciliation, specifically for the budget process
- Serving as a liaison and provide additional support for the offshore Platform functions
- Release notes and summaries suitable for various levels of the organization

Experience
- Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required
- Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry
- Partnering/working with stakeholders across different areas

Skills Required
- Work independently and with a team, possessing strong sense of accountability and relationship-building
- Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders
- Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
- Strong attention to detail
- Proficient with Microsoft Office Suite (Word, Excel and PowerPoin

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 - 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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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