Morgan Stanley · 3 weeks ago
Field Service Efficiency Program Lead, VP
New York, NY
Full-time
Onsite
Mid, Senior Level
$85K/yr - $140K/yr
5+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The Field Service Efficiency Program Lead will drive strategic initiatives to enhance efficiency within the Field Service organization, collaborating with the WM Platforms and Technology organization to modernize business processes and implement technology solutions.
LendingFinanceAsset ManagementFinancial Services
Responsibilities
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
Qualification
Required
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
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
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
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-02-13
Company data provided by crunchbase