Morgan Stanley

Project Manager ,Platforms,Director ,Wealth Management

Posted On

Feb. 10, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

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:

We are seeking a talented and motivated Project Manager to join the Morgan Stanley Wealth Management Platforms Strategy and Execution team. The Wealth Management Platforms Strategy and Execution team supports development and implementation of strategic plans and initiatives across the Platforms organization. In the Business Analyst role, you will be responsible for leading and supporting strategic projects and initiatives in the Platforms organization. This role will focus primarily on Morgan Stanley’s Field Feedback program, centered on Platforms in the Advisor, Workplace, and Direct channels. In this role you will have the opportunity to help inform trends, decision making, and develop strategic plans.

Key Responsibilities:

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

Assist in program management through weekly and monthly processes
Assist in documenting and developing business processes and policies
Support implementation and execution of changes based on end user feedback
Ensure projects / enhancements are clearly defined, on-track, and executed in a timely manner
Develop presentation materials to communicate status, insights, and recommendations to cross-functional audiences, up to the executive level
Partner across the Platforms organization to contribute to the larger initiatives
Lead ad-hoc project management efforts & strategic initiatives as they arise

The ideal candidate will be someone who thrives in a results-oriented environment, welcomes challenges, and embraces change. The candidate should possess strong analytical, project management, and presentation skills and be able to learn quickly and think creatively.

Experience and Qualifications:

Bachelor’s degree required
7-9 years of experience in financial services, wealth management, and/or business strategy/management related fields
Strong analytical, strategic thinking, and problem-solving skills with the ability to define complex business problems, synthesize data, and execute on tactical and strategic solutions
Proven ability to manage delivery/execution of a wide range of tasks and initiatives
Ability to be solution- and detail-oriented and quickly turnaround high-quality work without sacrificing skill or accuracy
Experience developing partnerships and successfully coordinating across cross-functional teams
Highly organized and detailed oriented
Team player that works well independently, a reliable self-started
Multi-tasking and adaptive to changing environments
Possess strategic thinking and ability to plan and execute efficiently on assigned projects
Ability to identify and take on opportunities beyond individual responsibilities
Excellent written and verbal communication skills
Ability to work with minimal supervision
Strong proficiency in Microsoft Office particularly in Excel and PowerPoint

Registration Required:

None

EOE M/F/D/V Committed to Diversity

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.

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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Job Description

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

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:

Key Responsibilities:

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

Assist in program management through weekly and monthly processes

Assist in documenting and developing business processes and policies

Support implementation and execution of changes based on end user feedback

Ensure projects / enhancements are clearly defined, on-track, and executed in a timely manner

Develop presentation materials to communicate status, insights, and recommendations to cross-functional audiences, up to the executive level

Partner across the Platforms organization to contribute to the larger initiatives

Lead ad-hoc project management efforts & strategic initiatives as they arise

The ideal candidate will be someone who thrives in a results-oriented environment, welcomes challenges, and embraces change. The candidate should possess strong analytical, project management, and presentation skills and be able to learn quickly and think creatively.

Experience and Qualifications:

Bachelor’s degree required

7-9 years of experience in financial services, wealth management, and/or business strategy/management related fields

Strong analytical, strategic thinking, and problem-solving skills with the ability to define complex business problems, synthesize data, and execute on tactical and strategic solutions

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

Ability to be solution- and detail-oriented and quickly turnaround high-quality work without sacrificing skill or accuracy

Experience developing partnerships and successfully coordinating across cross-functional teams

Highly organized and detailed oriented

Team player that works well independently, a reliable self-started

Multi-tasking and adaptive to changing environments

Possess strategic thinking and ability to plan and execute efficiently on assigned projects

Ability to identify and take on opportunities beyond individual responsibilities

Excellent written and verbal communication skills

Ability to work with minimal supervision

Strong proficiency in Microsoft Office particularly in Excel and PowerPoint

Registration Required:

None

EOE M/F/D/V Committed to Diversity

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