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ROLE SUMMARY

The AI Enabled Process Transformation Lead is an operations focused Director responsible for identifying, designing, and building AI enabled workflow and process improvements in close partnership with operations teams. The role requires a deep understanding of end to end operational processes and strong, hands on expertise with AI productivity and automation tools - such as Microsoft 365 Copilot and agent based solutions - to deliver tangible, scalable process transformation. The AI-Enabled Process Transformation Lead will move beyond strategy and opportunity identification to hands on solution design and delivery, ensuring AI capabilities are embedded into day to day operations and produce measurable improvements in efficiency, quality, and scalability. The role also plays a critical part in advancing AI adoption through staff training, enablement, and sustained usage across teams.

This is a Director Team Specialist position at the P3 job level within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

KEY RESPONSIBILITIES

• Partner closely with operations leaders and frontline teams to understand end to end workflows, controls, and pain points, translating operational needs into AI enabled solutions.

• Design, build, and deploy AI enabled process improvements - including Copilot driven workflows, task specific agents, and automated process flows - embedded into day to day operations.

• Lead process transformation initiatives from opportunity identification through implementation and sustained adoption, ensuring improvements move beyond pilots into standard operating practices.

• Own solution design and configuration while collaborating with technology, risk, and platform partners to ensure solutions are compliant, scalable, and aligned with firm standards.

• Continuously refine solutions based on operational feedback and performance outcomes, tracking measurable impact such as cycle time reduction, capacity unlocked, quality improvements, and adoption.

• Drive AI training, enablement, and adoption by coaching teams, delivering hands on training, and reinforcing best practices to ensure consistent and effective use.

REQUIRED SKILLS & EXPERIENCE

• Strong background in operations, process management, or operational transformation.

• Demonstrated, hands on experience building AI enabled solutions.

• Deep working knowledge of AI productivity and automation tools (e.g., Copilot, agent builders, workflow automation).

• Ability to translate complex operational workflows into functional AI enabled designs.

• Experience delivering change and driving adoption within operational teams.

• Strong communication, analytical, and stakeholder management skills.

• Prior experience in tax operations a plus.

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.

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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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.

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.