AI & Business Transformation Lead - Executive Director - Tech COO

Job Description

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. 

Job Summary:

We are seeking a strategic and execution-oriented leader to drive Process Optimization, AI Adoption and Operational Transformation across Technology and Global Centres. This role partners with senior business, COO, and technology leaders to identify high-impact opportunities, accelerate GenAI adoption, lead process re-engineering initiatives and build a culture of continuous improvement. The successful candidate will combine consulting-style problem solving, stakeholder management, change leadership and hands-on knowledge of AI, automation, and process improvement methodologies to deliver measurable business outcomes and productivity gains.

Key Responsibilities:

• Partner with Technology, Operations, and COO leadership teams to identify and prioritize high-value transformation, automation, and AI opportunities.
• Lead divisional engagement initiatives and act as a trusted advisor on process optimization, AI adoption and efficiency strategies.
• Drive GenAI adoption programs across Global Centres through governance, enablement, communications, and metrics reporting.
• Facilitate workshops, ideation sessions, hackathons, promotions, agent jams and roadshows to accelerate innovation and solution reuse.
• Lead process re-engineering and transformation initiatives using Lean, Six Sigma, Process Mapping, Process Mining and Automation methodologies.
• Develop executive presentations, business cases, dashboards, KPIs and leadership communications to track progress and demonstrate value realization.
• Partner with AI, Automation, and Platform teams to scale adoption of GenAI, Power Platform, UiPath, Claude cowork and related technologies.
• Build strong cross-functional relationships and influence stakeholders across multiple business units and geographies to deliver strategic outcomes.

Required Skills:

• Process Optimization, Business Transformation or Operational Excellence expertise.
• Strong understanding of Generative AI, AI adoption and change management.
• Experience with process re-engineering, Lean, Six Sigma, Process Mapping and Process Mining.
• Knowledge of automation and low-code platforms such as UiPath, Microsoft Power Platform and related automation/workflow technologies.
• Executive communication and presentation skills.
• Strong stakeholder management and influencing capabilities.
• Data-driven decision making, metrics, and reporting experience.
• Program and project management skills with ability to drive outcomes across complex organizations.

Qualifications:

• Bachelor’s degree in engineering, Technology, Business, Operations, or a related field; Master's degree preferred.
• 10+ years of experience in Consulting, Transformation, Process Improvement, Technology Strategy, Automation, AI Enablement, or Operational Excellence.
• Experience working with senior leadership and managing cross-functional transformation programs.
• Demonstrated track record of driving adoption, efficiency improvements, and measurable business outcomes.

Certifications in Lean Six Sigma, Agile, Process Improvement, Automation, or AI technologies are desirable.

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.