Program Management Office, US Banks, Associate, Wealth Management

About Us

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.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The U.S Banks Program Management Office (PMO) manages cross-divisional, cross-product, and firm-wide initiatives on behalf of the U.S. Banks, partnering with senior management. PMO is seeking an Associate to support the comprehensive management, coordination, and reporting of inventory and related program activities for U.S. Banks and firmwide initiatives impacting the Banks. This role checks for accuracy, compliance, and timely communication across multiple stakeholders including PMO leads, business units, and risk partners in accordance with the U.S. Banks PMO policy and procedure standards. The associate will coordinate inventory attestations, manage and update logs, tools, and training, and prepare critical status reporting and decks for senior management, committees, and regulators.

The successful candidate will work closely with the U.S. Bank’s PMO team as well as other stakeholders that support the U.S. Banks. The role requires the candidate to have the ability to manage multiple priorities and deadlines with accuracy, proactively communicate with strong follow-up on outstanding tasks, and be dedicated to compliance, quality, and risk-aware culture.

Key Activities

• U.S. Banks PMO Inventory Management, including:
• Ensure with PMO leads that inventory updates are made and have the appropriate approvals
• Standard evidence checking, including Review inventories excel with evidence of compliance with U.S. Banks PMO policy and procedure (ex. governance forums with appropriate invitees, workplans, RAIDD logs)
• Close out monthly inventory excel / establish new excel monthly, create and monitor folders in Teams
• Ensure inventory is sent out for confirmation
• Follow up on inventory attestations to ensure completion
• Complete tiering criteria double check
• Firm Program Impacting the Banks Inventory Management, including:
• Ensure inventory is solicited and follow up on responses
• Coordinate and follow up on PBNA BU impact analysis
• Presentation Preparation, including:
• Committee materials with current inventory, inventory updates, exception requests, firm program impacting the Banks inventory, status forum dashboards with red/amber escalations and target date re-planning
• Status deck preparation and quality reviews
• Tier 1 program responsibilities, including: Slides for new, cancelled, edited (dates only) phases for workplan change review forum.
• Workplan download and audit vs. prior week, prepare draft of phase closure slides and follow up with owner on details and evidence for finalization, Phase tracker creation and maintenance & Phase tracker reconciliation.
• Asana / Program Management Tool maintenance, including:
• Workplan and RAIDD Log updates
• Follow up on past due / at risk milestones
• User Guide updates, including enhanced processes & reporting, in coordination with PMO team
• iShield and other IT coordination
• Other:
• U.S. Banks PMO policy, procedure, and desktop procedure updates
• Pull RAIDD logs from Asana and/or Teams and email to BRM
• Request 2LOD status forum participation, follow up with PMO leads on additions, and adding to inventory excel
• Training population updates and coordination
• Strategic Risk KRI preparation and coordination regarding red/amber statuses
  

Skills Required

• Bachelor’s degree in business administration, Finance, Risk Management, or related field preferred.
• 3 to 4 years’ experience in program management, risk reporting, data governance, or administration within the financial sector preferred.
• Strong proficiency with MS Office tools, including Excel, PowerPoint, Word, and Teams.
• Exceptional organizational and communication skills; meticulous attention to detail required.
• Demonstrated ability to work proactively, follow up on outstanding items, and coordinate across diverse teams.
• Strong time management skills.
• Keen sense of ownership and accountability for work.
• Self-motivated and able to work autonomously.
• Adaptability to fast changing demands and environments.
• Experience in preparing executive-level reporting and dashboards a plus.
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.