Wealth Management - Regional Diversity Officer - Assistant Vice President

Morgan Stanley Boston , MA 02298

Posted 2 months ago

This role will work closely with a Regional Director to create regionally specific business plans for Diversity and Inclusion (D&I) initiatives designed to establish recurring processes and best practices, and support the execution of those plans. This individual will serve as a champion, strategic partner, and thought leader for D&I by staying informed of best practices, benchmarks, competitors and developing relevant approaches that are aligned with Wealth Management's purpose, principles and values. Also responsible for clarifying and prioritizing the highest impact initiatives that help to build a diverse workforce and leadership pipeline reflecting the diverse markets and communities that Wealth Management serves. This role will partner with HR, Talent Development, Compliance, Marketing and Business Development to foster consistent messaging and practices, both internally and externally. The Regional Diversity Officer will create strategies and manage all activities related to local and regional Diversity Councils and affinity groups. This leader will establish strategic partnerships with Field Management to gain sponsorship that connects diversity activities to business goals and objectives.

Job responsibilities include:

  • Diagnoses and develops plans to resolve organizational challenges to diversity and inclusion efforts at a regional level

  • Provides on-the-ground diversity and inclusion expertise, consultation and coaching

  • Helps identify gaps and opportunities to improve performance on diversity and inclusion efforts

  • Engages local business leadership teams and provides training, coaching and consultancy enabling them to implement diversity business plans for the region

  • Partners with local HR, Training, Recruiting, and other key functional staff and field leaders

  • Enhances D&I capability in key support functions such as HR, Communications etc.; facilitates key processes e.g. recruitment; shares best practices; provides guidance on process changes required.

  • Provides expertise and guidance to Field Management in staffing key roles as they become available and developing a pipeline of ready talent/succession plan for those roles


  • Bachelor's degree (or equivalent work experience); Masters preferred

  • 8-10 years of Diversity and Inclusion experience supporting senior/executive leaders

  • Line of business and or functional experience beyond HR preferred.

  • Budget, project management experience a plus

  • Financial industry experience preferred but not required


  • Ability to communicate effectively and coordinate activities among their divisional RDOs

  • Champion organizational change and broader human capital processes and practices.

  • Collaborate with others and leads in an ambiguous, changing environment.

  • Overcome the status quo and deliver results through others.

  • Communicate effectively with the Executive Team and present information in a concise, persuasive manner.

  • Develop and advance diverse talent across the organization.

  • Ability to travel as needed

Success Measures

  • Successful implementation of initiatives and achievement of goals/targets outlined in the region specific diversity business plan

  • Effective collaboration with business and regional/divisional teams

  • Identification of and effective partnerships with local organizations and affinity groups that will further achievement of goals indicated in business plan

  • Effective coordination of local diversity recruiting and business development events (specific number and type to be outlined in business plan)

  • Collaboration with the FAA recruiting team to support local events and sourcing activities

  • Along with functional specialists (HR, Learning and Development) and business partners, identification and development of a pipeline of diverse internal and external talent for key field roles

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Wealth Management - Regional Diversity Officer - Assistant Vice President

Morgan Stanley