Contribute to the development and maintenance of executive reporting and dashboards to provide insights into program progress and performance. Support the oversight of the AI program's portfolio, helping to track ongoing projects, identify blockers, and monitor delivered outcomes Help manage dependencies and risks associated with the program, ensuring timely resolution and alignment with strategic goals Participate in establishing and maintaining an operating model through regular meetings and updates, ensuring accountability and alignment across all stakeholders Support decision-making processes and ensure follow-through to achieve desired outcomes for all initiatives Collaborate with cross-functional teams to assist in the integration and adoption of AI tools and solutions Aid in the enablement and adoption of AI initiatives by contributing to the development of training materials, best practices, and communication strategies Design and monitor key performance indicators to assess the impact of initiatives and provide data-driven recommendations for improvement Create and maintain the “single view” of priorities, dependencies, risks, and open issues across the CAO portfolio Organize team activities and communications, and monitor budget and headcount (forecasting, variance tracking, and staffing alignment) Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry Partnering/working with stakeholders across different areas Work independently and with a team, possessing strong sense of accountability and relationship-building Strategic thinker with the ability to understand and communicate the broader vision, while identifying potential risks, trends, and solutions, particularly when collaborating with technology and business stakeholders. Excellent communication skills, both verbal and written, with the ability to conduct thorough research and present findings clearly and persuasively to various audiences. Exceptional organizational skills with keen attention to detail, ensuring accuracy and thoroughness in all aspects of work. Independent self-starter who can manage multiple activities to aggressive deadlines Strong time management skills and ability to drive projects to completion within budget Proficient with Microsoft Office Suite (Word, Excel and PowerPoint) 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. 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. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. 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.
