VP, Operations COO, Transformation, Metrics & Analytics

Job Description:

Company Profile

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. Since 1935, the Firm has continued to evolve and innovate to better serve clients, colleagues and communities in more than 40 countries around the world.

Wealth Management Operations

Wealth Management (WM) Operations is a global organization operating in 21 cities across 4 countries in support of the Wealth Management business. The organization drives operational excellence by supporting business growth, enhancing the client experience, and improving operational efficiency with a strong foundation in risk and financial management.

Capital Markets, Core Processing and Risk supports the movement of client assets in and out of the Firm, provide asset servicing for our clients, and offer front-to-back support to clients throughout the lifecycle of a trade. CMCPR’s primary focus is to provide first class service to our business partners, financial advisors and clients while mitigating financial, reputation, and regulatory risk to the Firm.

Overview of role:

We are seeking a Vice President to join Morgan Stanley’s Wealth Management Operations Capital Markets, Core Processing & Risk (CMCPR) organization’s COO team as the Transformation, Metrics & Analytics lead. They will be responsible for shaping and driving the department’s transformation and automation agenda, operating model, governance framework, transformation and automation strategy and portfolio. The successful candidate will partner closely with Operations leadership, Technology, Finance, Risk, and Global Operations Transformation teams to drive strategic initiatives that improve scalability, operational effectiveness, risk management, and organizational performance.

This individual will provide leadership and oversight across the department’s transformation and automation portfolio, ensuring alignment with Firmwide and Operations’ priorities while establishing the governance, metrics, and management disciplines necessary to sustain long-term transformation. The role requires an experienced individual with the ability to translate strategy into execution, drive organizational alignment, and influence senior stakeholders across a complex, matrixed environment.

The ideal candidate combines strong business acumen with a deep understanding of operating model design, process optimization, performance management, automation, artificial intelligence, and organizational transformation. They will play a critical role in modernizing how CMCPR operates while enabling the department to deliver against evolving business, client, regulatory, and operational priorities.

What you will do:

Transformation Strategy & Execution

Lead the development and execution of the CMCPR transformation strategy, ensuring alignment with departmental objectives, WM Operations priorities, and the Global Operations Transformation goals and agenda.

Oversight of the department’s transformation portfolio, including strategic initiatives, automation programs, operating model enhancements, and productivity initiatives.

Identify opportunities to improve organizational effectiveness, operational scalability, risk management, and capacity creation through process redesign, workflow optimization, and technology enablement.

Drive adoption of emerging technologies, including workflow automation, artificial intelligence (GenAI, Agentic AI), software solutions, and intelligent document processing capabilities.

Governance & Operating Model Leadership

Refine and maintain the governance framework supporting transformation, automation, and strategic initiatives across CMCPR.

Drive operating model discipline through enhanced prioritization, execution management, accountability, and benefit realization practices.

Lead portfolio governance forums, steering committees, and cross-functional leadership discussions to review progress, manage risks, and align strategic priorities.

Develop frameworks that improve transparency, decision-making, resource allocation, and execution consistency across the department.

Develop executive scorecards, management dashboards, KPI frameworks, and performance reporting that support data-driven decision making.

Refine methodologies to measure and track transformation benefits, including productivity gains, capacity creation, risk reduction, cost efficiencies, and control improvements.

Automation & Continuous Improvement

Oversee the CMCPR automation strategy and centralized automation function, including governance, prioritization, resource allocation, and delivery oversight.

Champion a culture of innovation, continuous improvement, transformational mindset, and operational excellence (reimagining operations) across the organization.

Drive adoption of automation capabilities and self-service tools across the department, promoting scalable solutions and reusability across functions.

Partner with Operations and Technology teams to accelerate modernization efforts and maximize business value realization.

Leadership & Stakeholder Management

Serve as a trusted advisor to CMCPR leadership on transformation, operating model, governance, performance management, and organizational priorities.

Build strong partnerships across Operations, Technology, Risk, Finance, Control Functions, and Global Transformation teams.

Influence senior stakeholders and drive alignment across competing priorities through data-driven recommendations and strategic leadership.

Lead and develop the department’s Transformation, Metrics & Analytics team, fostering a culture of accountability, collaboration, and continuous development.

Required Qualifications:

10+ years of relevant experience in Operations, Business Management, COO, Transformation, Strategy, Consulting, Program Management, or related disciplines.

3+ years of people leadership experience, with a demonstrated track record of building, developing, and leading high-performing teams in a complex, matrixed environment.

Demonstrated leadership experience driving large-scale transformation initiatives within complex financial services organizations.

Strong understanding of operating model design, governance frameworks, organizational effectiveness, and execution management.

Experience establishing and managing transformation portfolios, executive governance structures, and performance management disciplines.

Proven ability to influence senior stakeholders and lead cross-functional initiatives in a matrixed environment.

Exceptional analytical and strategic thinking capabilities with the ability to translate complex information into actionable business decisions.

Executive-level communication and presentation skills with experience preparing materials for senior leadership audiences.

Bachelor’s degree required.

Preferred Qualifications:

Experience within Wealth Management, Capital markets, Operations, or Financial Services.

Background in management consulting, business strategy, transformation, analytics, or COO functions.

Experience leading metrics, business intelligence, performance management, or benefit realization programs.

Knowledge of workflow automation, intelligent automation, AI/GenAI capabilities, process reengineering, and operational modernization.

Experience with CoPilot, PowerBI, Alteryx, UiPath, Power Apps/Platforms, Celonis, Dynamics 365, or similar transformation and automation capabilities.

Familiarity with Agile delivery methodologies, product operating models, and enterprise-scale change management.

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,