Morgan Stanley

Strategic Change Leader, Offshore Delivery Strategy and AI Testing – Vice President

Wealth Management Platforms

Purchase, NY

We are seeking a forward-thinking leader who is energized by the opportunity to drive transformative change at scale. The candidate will lead initiatives that modernize business processes and deliver technology solutions that redefine how work gets done.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI), and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.

What you’ll do in the role:

• Design and implement scalable GenAI and Agentic AI testing frameworks, including validation of model behavior, prompt performance, accuracy testing, and end-to-end evaluation of AI-enabled workflows.
• Design and operationalize onshore / offshore operating models by establishing clear engagement practices, pipeline management, communication cadences, and handoff expectations to ensure effective cross-time zone collaboration.
• Build strong partnership with offshore counterparts to facilitate ongoing prioritization and capacity discussions, jointly shaping and evolving the operating model over time.
• Manage ongoing engagement with business, risk, and control partners for AI-enabled workflows in production. Consolidate testing outcomes, performance metrics, and issue remediation efforts into clear, decision-ready materials for leadership and stakeholder socialization.
• Design, build, and oversee sustainable program-level performance updates that showcase key metrics, progress, and impacts. Create and maintain materials that create visibility into program activities, reinforce accountability, and facilitate decision making.
• Communicate updates on project timelines and report key milestones to stakeholders and internal leadership.
• Establish and shape governance frameworks designed to support prioritization decisions and manage program risk.
• Foster a culture that values diverse perspectives, bold thinking, and relentless improvement.

Skills Required:

• Experience leading large-scale transformation initiatives with a focus on operational efficiency and technology enablement.
• Experience implementing or managing onshore/offshore delivery strategies is a plus.
• Experience designing and governing technology testing frameworks (Generative AI and/or Agentic AI experience preferred but not required).
• Exceptional communication and story-telling skills to articulate vision, drive alignment, and inspire change.
• Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit.
• Comfort operating in ambiguous, dynamitic environment; able to connect dots and make sound decisions based on disparate information.
• Ability to deliver engaging, informative, well-organized requirements and concept designs.
• Proven ability to gain consensus across multiple teams to help drive execution, informational gathering and manage expectations.
• Strong business analytical and logic skills.

Qualifications:

• At least 9.5 years of relevant experience across work and higher education
• Bachelor’s Degree required.
• Familiarity with change management, and program governance structures in large matrixed organizations.
• Strong analytical, strategic thinking and problem-solving skills with the ability to define complex business problems, synthesize data, and provide and execute tactical and strategic solutions.
• Experience with Agile or application development methodology for technology projects is a plus.
• Knowledge of Software development life cycle (SLDC) and understanding of Product Management software such as JIRA is a plus.
• Experience designing and delivering Agentic AI and/or Generative AI solutions a plus.

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.

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 $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

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