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Morgan Stanley Private Wealth Management (PWM) is seeking an experienced technology leader to lead our Sales Enablement and Client Servicing technology capabilities across Asia and Australia.
This role is responsible for defining and executing the technology strategy, roadmap, and delivery for platforms that directly support client servicing and advisor productivity. The successful candidate will lead 2 to 3 squads, partner closely with PWM Business, Operations, Risk, and Control functions, and drive modernization, roadmap discovery and build out, operational excellence, and innovation across a suite of applications.
The role requires a strong blend of technology leadership, business engagement, execution rigor, and people leadership.
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 ethics. 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.
Morgan Stanley Private Wealth Management (PWM) is seeking an experienced technology leader to lead our Sales Enablement and Client Servicing technology capabilities across Asia and Australia.
This role is responsible for defining and executing the technology strategy, roadmap, and delivery for platforms that directly support client servicing and advisor productivity. The successful candidate will lead 2 to 3 squads, partner closely with PWM Business, Operations, Risk, and Control functions, and drive modernization, roadmap discovery and build out, operational excellence, and innovation across a suite of applications.
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The role requires a strong blend of technology leadership, business engagement, execution rigor, and people leadership.
Own the technology assets, strategy, architecture direction, and roadmap for PWM Sales Enablement and Client Servicing capabilities.
Partner with business stakeholders to identify strategic opportunities that improve advisor productivity, client experience, and operational efficiency.
Drive modernization initiatives, platform simplification, automation, AI enablement, and resiliency improvements.
Ensure alignment with broader PWM and Wealth Management strategic objectives.
Build strong relationships with business leads across Sales, Client Service and Operations organizations.
Translate business priorities into executable technology roadmaps and measurable outcomes.
Act as a trusted advisor to business stakeholders on technology opportunities, risks, and investment decisions.
Drive adoption and utilization of technology capabilities across the PWM organization.
Oversee technology capabilities supporting areas including:
Sales Enablement suite of applications, such as Launchpad Derivative Holdings Screen Portfolio Management screens Advisor Productivity Tools etc.
Launchpad
Derivative Holdings Screen
Portfolio Management screens
Advisor Productivity Tools
etc.
Client Servicing Client Service Management Platforms Client Reporting and Statements Account Servicing Workflows
Client Service Management Platforms
Client Reporting and Statements
Account Servicing Workflows
The role is accountable for platform performance, stability, resiliency, security, and lifecycle management.
Own platform stability, availability, resiliency, and operational risk management.
Drive continuous improvement in SDLC, DevOps, observability, automation, and engineering productivity.
Ensure compliance with Firm technology standards, security controls, audit requirements, and regulatory obligations.
Lead incident management, production governance, and post-incident remediation efforts.
Lead, mentor, and develop a capable team of engineers, technical leads, and managers.
Build a culture of accountability, innovation, collaboration, and continuous learning.
Support talent development, training, hiring, and organizational growth.
Foster strong engineering practices and technical excellence across the organization.
Bachelor’s degree in computer science, Engineering, or related discipline.
15+ years of technology experience with significant leadership responsibilities.
Proven experience leading technology organizations and distributed engineering teams.
Experience owning complex platforms in financial services, wealth management, banking, or capital markets environments.
Strong understanding of software engineering, architecture, cloud technologies, data platforms, APIs, and modern delivery practices.
Demonstrated ability to manage stakeholders and influence decision-making across business and technology organizations.
Strong communication, leadership, and organizational skills.
Experience with AI-enabled productivity solutions for developers
Experience within Private Wealth Management, Asset Management, Brokerage, or Banking organizations.
Experience supporting Front Office, Sales, Advisor, or Client Servicing workflows.
Experience leading modernization and platform simplification programs.
Knowledge of regulatory and control requirements applicable to wealth management businesses.
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 .
Global financial services firm providing investment and banking solutions.
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