Abhijit Naik

About Abhijit Naik

Senior Technology C-Suite leader with deep expertise in wealth management platforms, finance technology, engineering, commercial strategy, and people leadership. • Strategic thought leader focused on building integrated, resilient organizations and purpose-driven Global Capability Centers (GCCs), anchored around three Centers of Excellence: Efficiency, Effective Business Value Creation, and Engineering, innovation Culture. • Proven transformational leader with a strong track record of delivering commercial solutions that align long-term strategy with immediate enterprise needs—driven by continuous innovation, modernization, and disciplined execution. • Recognized culture carrier and global leader in advancing firm-wide technology strategy and goals. • Member of the US-India Business Council (USIBC) AI Task Force and contributor to the NASSCOM AI Compendium. • Board Member, Ramdeobaba University (RBU), Nagpur, Maharashtra, India. • 3AI ACME 2025: AI Trailblazer Award winner. • Instrumental in helping organizations accelerate patent portfolios and earn multiple accolades in innovation and talent development. • Led award-winning talent acquisition and upskilling initiatives to build future-ready teams.Morgan Stanley | Since June 2016Abhijit joined Morgan Stanley in 2016 and built a world-class GCC for Wealth Management Technology from the ground up. Today, this organization plays a critical role in shaping and executing global tech strategy and delivering business outcomes.He leads Wealth Management Technology in India, driving a unified, data-driven middle and back office that powers advisory, self-directed, and MS@Work channels. His teams have implemented advanced solutions across AI, GenAI, ML, analytics, cloud, big data, Adobe Analytics, and CRM.Under his leadership, the organization delivered multiple award-winning and patented products including Next Best Action, Genome, Leads Platform, Fraud Analytics, Cyber Analytics, and most recently AI@MS, Debrief, and a GenAI-integrated Contact Center—driving cost efficiencies and elevating service-to-sales transformation. His team has been pivotal in institutionalizing AI/ML and GenAI across the firm.Prior RolesBefore Morgan Stanley, Abhijit held senior leadership roles at Merrill Lynch and Bank of America in Pennington, NJ, where he led strategic initiatives in goal-based wealth management, risk analytics, and the Merrill Edge financial planning suite.Earlier, he worked as a senior consultant advising Fortune 500 companies on digital strategy and enterprise solution implementation.

Experience

1. Managing Director

   Morgan Stanley

   Jan 2024 — Present

   Leads Wealth Management Technology (India), with focus on building stable, reliable data driven organization leading back office, middle office, Service to Sales, Contact Center to Client onboarding, adopting and innovating with fit for purpose technologies like AI/GenAI, Data & Analytics, Cloud, CRM, RPA, BPM, Ui/UX to build cross channel greenfield products, platforms and modernize legacy implementations for commercial benefit.Specialized in providing thought leadership, drive regional strategy and ground up building of global center (GC) teams with top talent, promoting firm culture, to create end to end technology functions, grow functional business knowledge to influence globally, gain efficiency and directly contribute to achieve firms goals.Under his leadership, Abhijit’s team received 6 patents, 5 additional under processing, 20 under review. Most patents in AI, GenAI, ML space.

Education

• Shri Ramdeobaba Kamla Nehru Engineering College, Katol Road

  BE - Bachelor of Engineering, Industrial Engineering

  1991 — 1995

• Nagpur University

  B.E., Industrial Engineering

  1991 — 1995

Skills

• Wealth Management
• Product Management
• Project Management
• Strategic Financial Planning
• Business Analysis
• Risk Management
• Business Relationship Management
• Sdlc
• Information Technology
• Process Improvement
• Program Management
• Relationship Management
• Product Development
• Analysis
• Enterprise Software
• Enterprise Architecture
• Portfolio Management
• Requirements Analysis
• Team Leadership
• Vendor Management
• Systems Analysis
• IT Strategy
• Leadership
• Software Project Management
• Financial Services
• Strategic Planning
• Comprehensive Wealth Management
• Financial Planning
• Project Portfolio Management