Process Optimization - BU Client Coverage

Process Optimisation is seeking a highly skilled and motivated strategy and solutions professional to join our team at Morgan Stanley.

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

The Process Optimization Fleet is focused on improving the efficiency and effectiveness of key firm processes by bringing together process reengineering, automation, generative artificial intelligence (GenAI), and other capabilities to support making the firm a more digital and streamlined organization. The Strategy and Transformation team at Morgan Stanley is a dynamic and innovative organization that serves as a center of AI enablement for the firm. The team is responsible for deploying advanced systems that GenAI to optimize business processes. The team oversees governance and control measures to ensure the ethical and responsible use of automation technologies. The team is committed to fostering a culture of continuous learning and providing education on AI technologies to other departments within the company.

What you’ll do in the role:

• Internal Client Coverage and Strategic Advisory Partner closely with business leaders, client coverage teams, and senior stakeholders to provide strategic advice on GenAI and automation opportunities, operating models, and adoption priorities. Support the development of AI-enabled client solutions and ensure alignment with broader business and regional objectives.

• Process Reengineering and Workflow Transformation Apply a process reengineering mindset to analyse and deconstruct complex business workflows, operational processes, and decision-making activities across the organisation. Identify opportunities to simplify, redesign, and automate processes through the application of GenAI, intelligent automation, and workflow optimisation capabilities. Partner with business units to reimagine operating models and support the strategic implications of process transformation, helping teams improve efficiency, scalability, control, and user experience while aligning to broader business objectives and regulatory requirements.

• Stakeholder Engagement and Change Management Drive engagement and adoption of GenAI and automation capabilities across EMEA through effective stakeholder management, communication, and change initiatives. Partner with business, operations, and technology teams to promote awareness, identify adoption opportunities, and support the successful integration of AI-enabled processes into day-to-day workflows.

• Operating Model and Capability Development Support the development and maturation of the AI and automation operating model, including governance processes, delivery frameworks, and best practices and human in the loop control considerations. Help build scalable regional capabilities by identifying skills gaps, supporting training initiatives, and fostering collaboration across business, technology, and control functions to accelerate responsible AI adoption.

• Strategic Planning, Value Realisation and Execution Support the execution of the Ops and EMEA GenAI strategy, aligned with firmwide priorities and business goals. Monitor the performance, adoption, and impact of GenAI use cases, providing regular updates, insights, and recommendations to senior leadership and governance forums. Define and track success metrics, operational efficiencies, cost optimisation opportunities, and return on investment for AI and automation initiatives.

• Regional Leadership and PMO Coordination Act as a key coordination point between Firmwide programmes and EMEA regional AI initiatives, including regulatory and strategic programmes such as the EU AI Act. Lead programme management activities across multiple stakeholders, ensuring effective prioritisation, execution, reporting, and alignment with global standards while addressing regional requirements.

• AI, Automation, and Market Connectivity Maintain strong awareness of emerging trends across GenAI, intelligent automation, workflow orchestration, agentic AI, and broader digital transformation technologies. Identify opportunities to enhance business processes, operational efficiency, client service, and employee productivity through scalable automation and AI enabled solutions. Engage with external industry forums, conferences, strategic partners, and technology providers to gather market intelligence, benchmark industry practices, and inform the regional AI and automation strategy.

What you’ll bring to the role:

• Relevant experience in GenAI strategy, product management, experimentation, innovation, automation, or digital transformation initiatives within a complex organisation.

• Strong understanding of GenAI, artificial intelligence concepts, intelligent automation technologies, and emerging tools, including familiarity with low code and workflow platforms such as Alteryx, UiPath, Power BI, and AI agents.

• Demonstrated process reengineering mindset with the ability to analyse, simplify, and redesign complex workflows and operational processes to identify opportunities for automation and optimisation.

• Experience managing or supporting programmes, projects, or strategic initiatives within a fast-paced environment. Previous Business Analyst or PMO experience is advantageous.

• Familiarity with agile delivery methodologies and tools, including Scrum, JIRA, and related collaboration frameworks.

• Understanding of technology governance frameworks, risk management processes, and control environments. Experience working with internal governance and approval processes such as MCS, MRM, SecArch, TAI, SPAR, and iShield is advantageous.

• Demonstrated ability to influence senior stakeholders, navigate complex organisational structures, and communicate complex technical concepts effectively to both technical and non-technical audiences.

• Strong stakeholder management, communication, and interpersonal skills, with the ability to engage effectively across business, technology, Operations, and control functions.

• Excellent analytical and problem-solving capabilities with strong attention to detail and the ability to structure and solve complex business challenges.

• Familiarity with enterprise workflow architecture, process orchestration, process mining, data integration concepts, and automation operating models is advantageous.

• Understanding of responsible AI principles, governance considerations, and human-in-the-loop control frameworks within regulated environments is beneficial.

• Self-starter with the ability to work independently and collaboratively, leveraging networks and cross functional partnerships to define and develop abstract concepts from inception through execution.

• Ability to manage multiple priorities and initiatives simultaneously while operating effectively within a dynamic and evolving environment.

• Experience working within financial services or other highly regulated industries is preferred, with an understanding of governance, compliance, and regulatory considerations relevant to EMEA markets.

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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.

Certified Persons Regulatory Requirements:

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

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.