via Eightfold
$83K - 133K a year
Lead data analysis, process improvements, risk remediation, UAT strategy development, team coordination, and implementation of automation/AI tools to support business operations.
At least 3 years project experience in Wealth Management, strong organizational and analytical skills, experience with automation and AI tools, ability to lead and manage multiple projects, and strong communication and leadership capabilities.
- Serve as a subject matter expert with front-to-back knowledge, working with Team Manager to perform data analysis, process improvement, identify & remediate risks, propose and implement improvements/changes - Participate in the design and development of UAT strategies, test plans, and test cases in collaboration with business users to validate that systems meet business requirements - Coordinate work, train and develop other team members where required, including documentation and tracking of change control milestones and tasks for multiple projects - Leverage automation and internal Artificial Intelligence tools to efficiently execute on day to day activities as part of the role as well as for solutions to implement for stakeholders you support - Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities - Develop, implement and present metrics to senior management - Perform other duties and special projects as assigned - Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels - Ability to operate independently across the majority of day-to-day responsibilities - Strong organizational, project management and analytical skills - Ability to think commercially, understand the impact of initiatives, risks on the operational budget - Ability to address non-standard issues within area of expertise - Self-motivated and able to work in a strong team and high activity environment - Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail - Experience with Automation and AI tools (ie. Alteryx, UIPath, Microsoft CoPilot) - Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you - At least 3 years' of project experience within the industry, preferably in Wealth Management At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. United States (All States) It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $83,000.00 and $133,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
This job posting was last updated on 11/28/2025