Technology Finance

We’re seeking someone to join our Technology Finance & Business Management team as a Technology Finance Business Manager in Centralized Management. The Technology Finance Business Manager will serve as a strategic leader within the Tech Finance & Business Management (TFBM) organization. This role is responsible for driving financial transparency, cost governance, and business-aligned decision support across shared technology spend. The successful candidate will lead initiatives that expose cost levers, shape demand, and enable business units to make informed investment decisions.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm’s financial and capital resources. This is a Vice President level position within our Business Management Job Family which performs business management/CAO functions including headcount management, financials, people processes, executive communications, strategic support, divisional governance, regulatory support etc. Includes regional, location and department management and oversight.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you’ll do in the role

- Collaborate with a varied group of colleagues in Finance and across the Firm

- for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment

- Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them

- Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards

- Design, enhance, and maintain cost allocation methodologies across infrastructure and technology domains to ensure transparency and fairness in cost distribution.

- Develop and implement scenario‑modeling capabilities that support strategic investment planning, funding decisions, and cost‑recovery strategies.

- Lead budgeting, forecasting, and financial planning processes in partnership with Infrastructure FP&A and key Technology stakeholders.

- Represent the Cost Transparency function in governance forums (e.g., TIG/SIG, Technology Governance Committee), providing insights that shape strategic decision‑making.

- Oversee monthly financial performance reporting, including budget vs. actuals, estimates, and technology expense targets, ensuring accuracy and actionable insights.

- Serve as a trusted advisor to the Tech COO, Business Managers, and Finance partners, providing guidance on cost drivers, recovery mechanisms, and financial implications.

- Drive automation, standardization, and data‑quality improvements to reduce manual effort and strengthen the integrity of cost transparency reporting.

- Establish reporting frameworks that elevate visibility of shared technology costs and enable granular budget accountability and benefits realization across business units.

What you’ll bring to the role

- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment

- Ability to provide positive and constructive feedback and acknowledge efforts of team members

- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks

- Strong business knowledge & expertise, with the ability to design and apply cost‑allocation methodologies across complex tech and infrastructure domains.

- Advanced analytical and problem‑solving skills, including scenario modeling to support strategic financial decision‑making.

- High accountability and judgement, demonstrated through ownership of budgeting, forecasting, and reporting with exceptional attention to detail.

- Strong strategic alignment capability, able to present clear financial insights and influence decisions in governance forums.

- Excellent communication skills, providing clear, actionable guidance to senior Technology and Finance stakeholders.

- Demonstrated innovation and continuous‑improvement mindset, proactively enhancing automation, standardization, and data quality.

- Strong risk awareness and controls, with the ability to identify, assess, and mitigate financial or operational risks.

- At least 6 years 8+ years of experience in financial planning, cost modeling, or technology business management with a Bachelor’s degree in Finance, Accounting, Economics or a related field; CPA or CFA designation preferred, and experience in financial institutions is a strong asset.

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi‑faced and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, data analytics, cloud engineering, cybersecurity and digital technologies. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

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.

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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

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