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.

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.
• Stakeholder Engagement and Change Management – drive engagement and adoption of GenAI and automation capabilities across EMEA through effective stakeholder management, communication, and change initiatives.
• 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.
• Strategic Planning, Value Realisation and Execution – support the execution of the Ops and EMEA GenAI strategy, aligned with firmwide priorities and business goals.
• Regional Leadership and PMO Coordination – act as a key coordination point between Firmwide programmes and EMEA regional AI initiatives.
• AI, Automation, and Market Connectivity – maintain strong awareness of emerging trends across GenAI, intelligent automation, workflow orchestration, agentic AI, and broader digital transformation technologies.

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.
• Demonstrated process reengineering mindset with the ability to analyse, simplify, and redesign complex workflows and operational processes.
• Experience managing or supporting programmes, projects, or strategic initiatives within a fast‑paced environment.
• Familiarity with agile delivery methodologies and tools.
• Understanding of technology governance frameworks, risk management processes, and control environments.
• Demonstrated ability to influence senior stakeholders, navigate complex organisational structures, and communicate complex technical concepts effectively.
• Strong stakeholder management, communication, and interpersonal skills.
• Excellent analytical and problem‑solving capabilities with strong attention to detail.
• Familiarity with enterprise workflow architecture, process orchestration, process mining, data integration concepts, and automation operating models.
• Understanding of responsible AI principles, governance considerations, and human‑in‑the‑loop control frameworks.
• Self‑starter with the ability to work independently and collaboratively.
• Ability to manage multiple priorities and initiatives simultaneously.
• Experience working within financial services or other highly regulated industries is preferred.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.