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Capital Planning Manager Jobs (NOW HIRING)

$100 - $125/hr

Manage strategic planning, budget formulation, spend planning, and investment re-baselines. * Supervise Capital Planning Analysts and SMEs and provide quality assurance for deliverables. * Support ...

Generate and manage project plans and milestones communication (internal and external stakeholders ... capital planning processes * Establish a foundation for the customer to achieve success post ...

This position reports directly to the Senior Manager of Professional Services and will be a remote ... capital planning process requirements and critical success factors for the project Generate and ...

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Capital Planning Manager information

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$56K

$103.2K

$157K

How much do capital planning manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for capital planning manager in the United States is $103,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $116,500.00 per year, depending on experience, location, and employer.

What does a capital planning manager do?

A Capital Planning Manager is responsible for overseeing the planning, budgeting, and management of an organization's long-term capital investments, such as facilities, equipment, and infrastructure. They analyze financial data, forecast capital needs, and develop strategies to allocate resources effectively. Their role often involves collaborating with various departments to prioritize projects, ensure compliance with regulations, and maximize return on investment. Capital Planning Managers play a key role in ensuring that capital projects align with the organization’s overall goals and financial capabilities.

What are the key skills and qualifications needed to thrive as a capital planning manager, and why are they important?

To thrive as a Capital Planning Manager, you need expertise in financial analysis, budgeting, forecasting, and a strong background in finance or accounting, often supported by a relevant degree or CPA/CFA certification. Proficiency with financial modeling tools, enterprise resource planning (ERP) systems, and advanced Excel skills is typically required. Strong leadership, strategic thinking, and communication skills help in collaborating with cross-functional teams and presenting recommendations to stakeholders. These abilities ensure effective allocation of capital resources, support organizational growth, and drive sound investment decisions.

How does a capital planning manager typically collaborate with other departments during the budgeting process?

As a Capital Planning Manager, you will work closely with departments such as finance, operations, and project management to identify capital needs, prioritize projects, and ensure alignment with organizational goals. Regular meetings and cross-functional workshops are common, allowing you to gather input, clarify requirements, and address constraints. Effective communication and negotiation skills are essential, as you'll need to balance competing priorities and facilitate consensus on budget allocations. These collaborations are vital for creating realistic and strategic capital plans that support business growth.

What is the difference between Capital Planning Manager vs Financial Analyst?

AspectCapital Planning ManagerFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; often certifications like CFA or CPABachelor's degree in finance, accounting, or related field; CFA preferred
Work EnvironmentCorporate finance departments, large organizations, government agenciesFinancial services firms, corporations, consulting firms
Employer & Industry UsageUsed in industries with large capital projects, infrastructure, or real estateUsed across various industries for financial analysis and reporting

The Capital Planning Manager focuses on strategic planning and management of large-scale capital projects and investments, while the Financial Analyst primarily conducts financial data analysis, reporting, and supporting decision-making. Both roles require strong financial credentials and are integral to corporate finance teams, but they differ in scope and focus.

What cities are hiring for Capital Planning Manager jobs?

Cities with the most Capital Planning Manager job openings:

What are the most commonly searched types of Capital Planning jobs?

The most popular types of Capital Planning jobs are:

What states have the most Capital Planning Manager jobs?

States with the most job openings for Capital Planning Manager jobs include:

What are popular job titles related to Capital Planning Manager jobs?

For Capital Planning Manager jobs, the most frequently searched job titles are:

Capital Planning and Analytics, AVP/Director

New York, NY • On-site

Morgan Stanley
Finance and Insurance • 10K+ employees

$95K - $155K/yr

Full-time

Posted 22 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 158 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services


Job description

We're seeking someone to join our Analytics team as a Director in Capital Planning to work across a variety of internal and regulatory initiatives. 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 Director level position within the Corporate Treasury & Capital Planning job family which is responsible for the Firm's Treasury and Capital Planning activities.

Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams. Manage CCAR/Capital Stress Testing process. 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.

**This is not a senior level role. Ideal candidates will have 5-8 years of experience** What you'll do in the role: > Collaborate with a varied group of colleagues in Finance and across the Firm > Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments > Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work > Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards > Support internal stress testing preparation and production activities at the Firm's US Banks > Assist in the preparation for the US Bank's compliance with DFAST > Perform strategic capital and financial analysis across the Firm's various legal entities > Assist with global Capital Policy writing, analysis and training > Assist in the production and coordination of presentations for Firm senior management and steering committees > Assist with capital planning and stress testing automation and process enhancements, including internal controls, review and challenge, and governance initiatives What you'll bring to the role: > In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment > Ability to operate independently with respect to most job responsibilities > Ability to provide positive and constructive feedback and innovate processes > Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity > Self-motivation and the ability to work well in a team > Ability to working in a fast-paced, high-energy level environment > Strong sense of ownership and accountability for work, attention to detail and accuracy is essential > Proficiency with Microsoft Office products (Excel, Word, PowerPoint) > Familiarity with CCAR / stress testing topics, a plus but not required > At least 6 years' relevant experience would generally be expected to find the skills required for this role 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

Expected base pay rates for the role will be between $95,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.

Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.


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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US