National Diversity Officer - Full-time / Part-time

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

The Wealth Management Diversity and Inclusion team is a critical component of the Wealth Management Organization and delivering the full firm to our clients. Our mission is to provide the thought leadership, tools and resources necessary to help the Firm achieve its goals of attracting, recruiting and advancing a diverse group of employees, and to drive inclusive behaviors and practices globally.

This role will work closely with the Regional Directors, Regional COOs and Regional Diversity Officers and to create 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. The National Diversity Officer will also 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, Strategic Sourcing, Compliance, Marketing and Talent Management to foster consistent messaging and practices, both internally and externally. The National Diversity Officer will create strategies and manage all activities related to local 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.

In addition to supporting the regional diversity initiatives as indicated above, the National Diversity Officer will oversee and coordinate the activities ensuring an integrated approach to D&I while allowing for regionally specific implementation plans. This role will be a direct report to the head of MSWM D&I and is responsible for cascading national diversity initiatives and sharing best practices for implementation across all regions.

Job responsibilities include:

• Partner closely with the Regional Directors, Regional COOs Regional Diversity

Officers and their regional teams to develop a diversity strategy to improve

representation and retention of diverse talent.

• Reports to head of MSWM D&I to implement national initiatives and cascade

to the regions

• Leads a team of 7 Regional Diversity Officers
• Shares best practices across broader MSWM and Firmwide Global D&I

functions

• Diagnoses and develops plans to resolve organizational challenges to diversity

and inclusion efforts

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

coaching

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

inclusion efforts

• Partners with HR, Training, Recruiting, Communications and other key

functional staff and field leaders by enhancing D&I capability; 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

Experience

• Bachelor's degree (or equivalent work experience)
• 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

Skills/Abilities

• Able to communicate effectively and coordinate activities in a matrixed

organization

• 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 think creatively in the D&I space
• 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