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Finance Change Management & AI Innovation - Vice President

  • Source: LinkedIn
  • Morgan Stanley
  • On-site
  • New York City
  • Full-Time
  • Senior

Job Description

We’re seeking someone to join our Finance - Change & Innovation team as a Finance Portfolio Strategy Specialist in Finance to translate the Finance transformation agenda into disciplined portfolio governance and structured delivery plans with clear ownership and measurable outcomes. This role requires strong program management discipline including portfolio coordination across 30+ programs, prioritization support, delivery oversight, milestone tracking, dependency management, risk and issue escalation, benefits tracking, and executive-ready reporting across strategic Finance change and AI initiatives.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm’s financial and capital resources. This is a Vice President position within our Portfolio & Change Management Job Family which manages strategic change management, process re-engineering, and establishment of control procedures for projects with a focus on milestone delivery across projects, managing risks and issues that impact program objectives and facilitating communication across related projects and impacted stakeholders to keep programs on track.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What You’ll Do In The Role > Drive program management for the Finance Change & Transformation portfolio, establishing consistent governance, prioritization routines, delivery standards, and reporting discipline across Finance departments

Translate Finance strategic priorities into executable initiatives with clear scope, sequencing, ownership, milestones, success measures, resource needs, and change plans

Maintain a consolidated portfolio view of delivery progress, dependencies, capacity constraints, risks, issues, and benefits to support proactive decision-making and execution management

Provide transparency to stakeholders into progress towards project goals and provide day-to-day oversight of delivery progress across Finance change initiatives

Track milestones, risks, interdependencies, and issues; proactively surface concerns and resolution options

Ensure initiatives are delivery-ready, with clear scope, ownership, success measures, and change plans

Coordinate across Finance leadership, department stakeholders, Technology partners, business sponsors, and control teams to align priorities, resolve interdependencies, and remove delivery blockers

Provide mechanisms to capture and monitor remediation of any potential risks and enable appropriate escalation to avoid impact of delivery

What You’ll Bring To The Role > A minimum of 9 years of professional experience in Finance transformation, project or program management, strategy consulting or complex delivery roles

Professional experience in the financial services industry, management consulting, or FinTech

Proven ability to manage delivery/execution of a wide range of tasks and initiatives in a regulated Finance environment and with cross-functional teams

Proven experience coordinating across various Finance, Technology, Business, and Control partners and stakeholders

Strong written and verbal communication skills with ability to interact at all levels of the organization

Ability to create and present PowerPoint presentations for various levels of management

Ability to lead and influence teams with minimal guidance

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 pro…

Skills

  • microsoft-powerpoint
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