
Leading company in the financial services industry
Transformation Agent, Director, LCD Business Management
Required skills
SQL
Excel
We're seeking someone to join our team as a Director in the Legal and Compliance division.
In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within the LCD Business Management team.
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.
What you'll do in the role:
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Review productivity and improvement requests; determine suitable solutions using advanced Microsoft Office capabilities, data consolidation and automation techniques.
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Lead Copilot adoption across teams by identifying use cases, training users, supporting change management and driving sustained, measurable outcomes.
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Identify, prioritize and implement efficiency opportunities through analysis, stakeholder discussions and hands on solution delivery.
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Plan, design, build, test and deploy automated solutions using Morgan Stanley LCD approved tools to address business needs.
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Maintain and enhance tools that support a scalable productivity and automation model.
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Document business requirements, technical designs and delivered solutions to ensure long term sustainability.
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Create training materials, guidance and support documentation to enable self service usage across teams.
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Build prototypes and proof of concept solutions to inform strategic decisions around technology and automation.
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Provide training, coaching and technical guidance to team members and nominated LCD personnel.
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Mentor and coach junior team members and designated LCD talent on automation and AI led practices.
What you'll bring to the role:
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5 to 7 years of experience in technology, consulting, automation or productivity solution development.
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Strong track record of driving Microsoft Copilot adoption, including strategy design and prompt writing, use case development, user enablement and impact measurement.
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Advanced hands on expertise in Share Point online, Office 365 suites, including building new sites and upgrading existing ones.
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Strong proficiency in Excel (advanced formulas, pivots, VBA Macros), Word, PowerPoint, Visio and other advanced Microsoft Office capabilities.
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Practical experience with VBA, SQL, Microsoft Access and Share Point based solutions.
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Proven experience designing and developing automated solutions such as VBA macros, reporting tools and productivity applications.
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Ability to analyze processes, identify inefficiencies and design streamlined future state workflows.
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Strong analytical and problem solving skills with sound judgment.
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Clear and effective communication skills, with the ability to explain technical concepts in simple terms.
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Highly organized, able to prioritize multiple initiatives and work well under pressure.
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Comfortable working independently and collaborating across local and global teams
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Bachelor's degree in: Computer Science / Information Systems/ Engineering / Data / Analytics
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Business or Operations with strong tech exposure
Preferred but not mandatory:
- Master's degree (MBA or MS in Technology/Information Systems)Certifications
- Lean Six Sigma, PMP/PRINCE2, Power Platform, Microsoft 365/Copilot, Agile
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 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.
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About Morgan Stanley

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
Employees
New York
Headquarters
$150B
Valuation
Reviews
10 reviews
4.1
10 reviews
Work-life balance
2.8
Compensation
4.2
Culture
3.7
Career
4.1
Management
2.9
75%
Recommend to a friend
Pros
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
Cons
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
Salary Ranges
6,221 data points
Junior/L3
Director
Junior/L3 · Operations Analyst
441 reports
$83,240
total per year
Base
$76,802
Stock
-
Bonus
$6,438
$60,778
$115,186
Interview experience
6 interviews
Difficulty
3.2
/ 5
Duration
21-35 weeks
Interview process
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
Common questions
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
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