• Product Owner
• Advisory Platforms, Vice President

Wealth Management Platforms:

Purchase, NY

The Wealth Management Platforms team works closely with Wealth Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and enthusiastic Product Owner to join our team.

As a Product Owner on the Advisory Platform team, you will be responsible for supporting the squad that delivers the next-generation Wealth Management platform for Morgan Stanley Advisors focusing on industry-leading solutions.

As a smart, detail-oriented team player who thrives on interacting with individuals across diverse functional areas, you will work to solve challenging problems and deliver results on various initiatives that help drive efficiency, reduce risk, and generate revenue. This is an amazing opportunity to join a team committed to helping a highly regarded company provide first-class service and solutions to clients.

About Morgan Stanley:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview:

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

What you’ll do in the role:

• Manage the priorities of the squad and accurate delivery of work from their squad, from initial project ideation, scope development, requirements documentation, through Platform testing and launch.
• Document overall product feature prioritization, develop user stories and work within agile teams.
• Participate in platform design and development and monitor implementation timelines across different product/feature teams.
• Map out critical workflows and business processes to realize product/program goals.
• Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.
• Conduct requirement review sessions with program stakeholders.
• Conduct requirements elicitation workshops and meetings with business, technology, legal, risk and compliance stakeholders.
• Partner with program management to plan and monitor overall product/program releases
• Assist with the development of adequate launch support across non-technology teams, including Field and Service Operations, Legal, Risk, Compliance and Platform teams.
• Specify acceptance criteria and scenarios and perform user acceptance testing as needed.
• Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features.
• Lead discussions and devise solutions to address platform pain points of users.
• Support collaboration with UI/UX team to develop information/interaction architecture, user flows and wireframes.
• Support the platform in the collection and resolution of user feedback for new and legacy functionality.

Skills Required:

• Minimum 9.5 years of transferrable experience across work and higher education.
• At least 7+ years of experience as a key member of a wealth management home office platform team participating in the development lifecycle of successfully launched products/platforms.
• Experience in wealth management, international wealth management, multi-currency, data management and analysis, or workflow is a plus.
• Detail-oriented and strong organizational skills.
• Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile and hybrid software development setting.
• Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment.
• Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders.
• Efficient at managing multiple tasks concurrently under deadline constraints.
• Bachelor’s degree in Business Management, Statistics, Computer Science, Engineering, Mathematics or related field

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 $110,000 and $190,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).