Wealth Management Offshore Strategy, Vice President

Primary Responsibilities

The Vice President, Offshore Strategy will play a pivotal role in shaping and executing the future of Wealth Management’s global location strategy, offering a unique opportunity to influence business direction and drive impactful change. This position provides significant exposure to senior leadership and key stakeholders, both onshore and offshore, fostering a dynamic environment for professional growth and leadership development. The role involves managing stakeholders, implementing governance processes, and identifying opportunities for improvement across our Global Center operating model.

Key Responsibilities

1. Serve as an advisor for global location strategy across WM:
   • Build and maintain connections with key stakeholders onshore and offshore. Stakeholders include leadership teams across regions, COOs and other leaders in Wealth Management, Human Resources, Legal, Risk, Compliance, partners in WM Administration, and firmwide Workforce Strategy
   • Act as a subject matter expert to the WM business, identify location strategy opportunities and planning
   • Socialize process and strategy updates via formal and informal channels (i.e. regular meetings, emails/ newsletters, as well as individual stakeholder discussions)
   • Share best practices and successes across teams, promoting organizational efficiency and innovation
2. Execution of Location Transitions:
   • Collaborate with businesses to implement location strategy and offshoring plans
   • Ensure execution of key steps in transition process, including risk and control focused reviews
   • Provide education and coordination among stakeholders as needed
3. Governance, Controls, and Continuous Improvement:
   • Review and enhance processes to develop and implement a target operating model
   • Design and implement governance processes and controls, ensuring compliance with firm and regulatory requirements
   • Coordinate with control functions such as Risk, Legal and Compliance teams at the business unit, firmwide, and regional levels.
   • Provide leadership with ongoing updates on progress, risks, and key metrics.
   • Partner with HR to implement delivery of training as needed, with focus on enhancing global communications and ways of working
4. Metrics & Reporting:
   • Facilitate data-driven decisions, using self-service and curated data relating to location strategy.
   • With key internal partners, lead the development and delivery of self-service dashboards for business units, with focus on key stakeholder needs and insights

Qualifications

• Proven ability to build and maintain relationships with stakeholders at various levels
• Analytical and reporting skills, with focus on synthesizing key insights for leadership. Experience in producing dashboards a plus
• Strong communication skills, with the ability to deliver complex information clearly and effectively
• Experience in managing or supporting strategic initiatives
• Awareness of risk management processes and opportunities
• Ability to drive delivery/execution of a wide range of tasks and initiatives independently and possess a strong sense of accountability/ownership
• Ability to lead and influence cross-functional teams to meet delivery timelines
• High attention to detail; follows through to ensure accuracy of materials
• Highly-skilled in Microsoft Office (Excel, PowerPoint, Word, and Teams)
• Minimum 5-8 years of related professional experience
• Minimum education requirement; Bachelors Degree

Preferred Skills

• Experience with projects/ programs in any of the following: Risk and Governance, Workforce Strategy or Human Resources, Business Management/ COO, Analytics & Reporting
• Ability to apply a global perspective to workforce strategy and engagement practices
• Experience in supporting execution of transitions and organizational changes
• Experience with implementing risk management processes

What You Can Expect from Morgan Stanley

We offer a comprehensive benefits package including health, dental, vision, retirement, and other perk programs, as well as opportunities to move within the business and support for work‑life balance.

Equal Employment Opportunity

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, 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).