Morgan Stanley
Wealth Management Platform Manager - Assistant Vice President
$85K–$140K
Purchase, New York · On-site · Director · Full-time · Posted Sep 8, 2026
- Experience
- 5+ years of professional experience; the posting lists financial services, Wealth Management, and/or consulting, with a focus on project/program management, product management, and/or technology delivery.
- Education
- BS/BA degree required.
About the job
Leads end-to-end program delivery for Wealth Management platform initiatives, coordinating teams and managing execution, risks, reporting, and launch readiness.
What you'll do
- Build integrated plans and coordinate cross-functional teams to manage scope, dependencies, blockers, and delivery.
- Produce weekly, monthly, and quarterly executive reporting on progress, risks, issues, and decisions.
- Coordinate controls and documentation, testing, release planning, business launches, and urgent issue resolution.
What they ask for
- BS/BA degree.
- 5+ years of professional experience in financial services, Wealth Management, and/or consulting focused on project/program management, product management, and/or technology delivery.
- Demonstrated ability to drive cross-functional execution across Product, Technology, UX, Analytics, Marketing, Risk, Compliance, and business stakeholders.
- Advanced proficiency in Microsoft Excel, PowerPoint, Word, Teams, and SharePoint; strong analytical and problem-solving skills, including data analysis in Microsoft Excel.
Pay
$85,000 and $140,000 per year (USD, base salary)
Tools
Microsoft Excel, PowerPoint, Word, Teams, SharePoint, Project
Model-written summary · the original posting is authoritative