Define, deliver, and maintain the WM Data Categorization and Prioritization methodology through the Inventory process
Establish and evolve the WM Data Quality Governance Framework, including procedures, standards, playbooks, and supporting documentation, ensuring alignment with firmwide data policies
Drive policy compliance across WM through active engagement with IT System Owners (ITSOs) and Business Data Deliverable Owners
Provide ITSO and Deliverable Owner training and engagement to improve adoption of data quality standards and governance expectations
Liaise with the Firmwide Data Office, Data Governance Office, Audit, and other control partners
Assist with oversight of Project Cortex monitoring and reporting to provide transparency on data quality execution and risks
Define, track, and report data deliverable KPIs, execution risk indicators, and governance metrics to senior stakeholders
Drive operational efficiency initiatives focused on process improvement, resourcing optimization, workflow simplification, and stakeholder communications
Embed continuous improvement disciplines across governance processes, incorporating lessons learned from monitoring, audit outcomes, and issue management
Support innovation initiatives, including the application of AI and automation to governance, reporting, and continuous improvement activities
Skills Required:
5 - 10 years of experience in financial services and/or multi-national company
Bachelor's degree in Business Administration or related field
Demonstrable experience in data governance, data quality management, or data risk within a large financial services organization
Strong understanding of data quality frameworks, governance controls, KPIs, and regulatory expectations
Experience translating firmwide data policies into divisional standards, procedures, and operating models
Proven ability to engage effectively across first, second, and third lines of defense
Strong stakeholder management skills, including engagement with senior technology, audit, and business leaders
Analytical capability to interpret metrics, identify risk themes, and drive continuous improvement
Excellent written and verbal communication skills, with experience producing governance materials for senior audiences
Requirements
Experience with data catalog system (e.g. Collibra)
Experience supporting internal or regulatory audits related to data governance or data quality
Familiarity with data lineage, metadata management, and data quality tooling
Exposure to enterprise data transformation or integration initiatives
Experience leveraging automation or AI to enhance governance, reporting, or control processes
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
Additional Information
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; ensure the highest level of availability for WM's critical business processes; and mitigate risks caused by inaccurate, untimely, or incomplete WM data.
Within CDO, the WM Divisional Data Office manages Data Quality related issues, prioritizes key processes with data quality dependencies, identifies Critical Data Elements (CDEs) underpinning prioritized processes, and applies controls to ensure CDEs meet data quality standards. The Data Quality Office operates through three integrated pillars: 1) Execution & Technology Capabilities, 2) Standards & Continuous Improvement, 3) Monitoring & Maintenance-collectively enabling transparent, policy-compliant, and continuously improving data quality outcomes.
Morgan Stanley · New York, NY