Residential Mortgage - Project Manager, VP

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management, and Institutional Securities. The Wealth Management Division includes one of the world’s largest networks of Financial Advisors, with client assets of more than $2 trillion and almost 16,000 Financial Advisors. In addition to comprehensive financial services, which include brokerage, advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley’s Wealth Management Division has developed key lending and cash management capabilities, through its Private Banking Group.

Morgan Stanley Home Loans, a division of MSPBNA, is looking for the best of the best to provide premier mortgage services to our clients. The Home Loans Executive Director of Change Management is currently seeking a Vice President – Project Manager candidate who will be a member of our Home Loans Change Management team.

The ideal candidate has experience in various Project Management/Business Analysis functions and can collaborate with Residential Mortgage functional partners.

Primary Responsibilities

• Drive end to end project management, demonstrating ownership and accountability of the entire process.
• Consult business partners to clarify, define, and document business requirements for systemic and process change enhancements.
• Drive engagement with key business partners/stakeholders to assure compliance with established policies and standards and receipt of required approvals.
• Consult with business partners to clarify, define, and document project objectives, deliverables as well as identifying key stakeholders and project participants.
• Develop and refine detailed project plans, document key milestones, owners, and target dates, highlight dependencies where appropriate – provide full transparency to the project team and stakeholders.
• Develop effective and meaningful presentations & project update materials suitable for stakeholders, business partners and project participants regarding overall project progress and recommendations/decisions.
• Identify, document, clearly organize and manage project risks/issues through resolution, escalating as appropriate with ability to articulate effectively.
• Engage and hold accountable all project participants based upon defined roles and responsibilities. Facilitate and actively participate in meetings and discussions.
• Schedule meetings, prepare agendas, have a clear purpose, and distribute meeting documentation in advance to enable preparation and participation of key meeting participants.
• Distribute meeting summaries and action items, holding individuals accountable for completion. Make project level and key milestone decisions, as applicable.

Preferred Experience

• 3+ year of program and project management experience
• 3-5+ years of Mortgage Industry experience
• BS/BA or equivalent preferred
• Private Bank experience (preferred)

Skills & Abilities

• Experience working with cross-functional teams, and have excellent teamwork orientation with the ability to work independently in a fast-moving environment
• Superior ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions, applying creative thinking and a strategic mindset.
• Proven ability to lead, challenge, adapt to changing business landscapes and influence without having positional authority.
• Excellent working knowledge of operation and risk concepts and the ability to interpret and understand the impact of decisions, as well as identify and convey potential problem areas.
• Strong Computer skills necessary; Proficient with Microsoft Project, PowerPoint, excel and Visio.
• Strong organization and time management capabilities.
• Demonstrated ability to communicate effectively to multiple levels of management, both written and verbal
• Strong proficiency with project management methodology and the project management lifecycle
• Demonstrate excellent problem-solving skills with ability to turn findings into strategic recommendations/suggestions.
• Must have the ability to build consensus across teams
• Working knowledge of Loan Origination Systems (LOS)
• Ability to build and maintain strong relationships with business users and risk partners
• Ability to create clear and concise communications using strong analytic and writing skills
• Ability to create executive summaries and issues/risks summaries
• Strong presentation skills for a senior audience
• Confident, initiative-taking, and independent initiative-taker
• Proven history to work across organizational boundaries
• Adept at working in a fast-paced, high-energy environment
• Strong analytical capabilities and problem solving
• Strong organizational skills
• Solid follow-up and follow through
• Excellent attention to detail

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 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.

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Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

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