Strategic Change Manager, Assistant Vice President jobs in United States
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E*TRADE from Morgan Stanley ยท 2 months ago

Strategic Change Manager, Assistant Vice President

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. The Strategic Change Manager will drive transformative change initiatives, modernizing business processes and delivering technology solutions that enhance operational efficiency within the Wealth Management Platforms team.

BankingFinanceFinancial Services

Responsibilities

Help lead and drive critical strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business process flows, performing impact analysis, end-to-end user testing and feedback support, 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
Plan, structure, and facilitate meetings with cross-functional teams, control partners, and senior management to facilitate alignment and decision-making
Build trusted relationships with stakeholders across a range of functions to anticipate needs, gather input, and ensure clear communication
Lead program milestone management, end-to-end program tracking, coordination, and risk/issue escalation
Provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models
Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs

Qualification

Wealth management experienceAgile methodologyAnalytical skillsGenerative AI solutionsIntelligent automation solutionsCommunication skillsProblem-solving skillsLeadership skillsProject management

Required

At least 5 years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated
Bachelor's Degree required
Strong analytical, strategic thinking and problem-solving skills

Preferred

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

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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Company data provided by crunchbase