Workplace Platforms Product Manager – Assistant Vice President

Wealth Management Platforms:

Purchase, NY

The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for workplace participants.

You will partner and collaborate with stakeholders across the organization to support the planning and execution of key initiatives that will drive execution of the Firm’s long term strategy of delivering the firm and integrating a path to advice with the workplace offering. You will also assist with defining an ideal user experience across various digital platforms in support of this mission.

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.

Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses—including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees (“participants”) as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, with new digital capabilities.

What you’ll do in the role:

• Contribute to platform product roadmap from an Equity Compensation participant experience standpoint.

• Lead a team of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress.

• Write requirements/epics/stories for integrating the stock plan experience into the wealth management client experience and lead teams of technology and operations partners through build and delivery phases

• Lead cross functional teams to design and develop new products, develop new features and enhancements

• Identify dependencies and keep constituent groups informed of progress towards delivery

• Own and maintain key strategic presentation materials used to inform executive decision-making

• Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input

• Define and track success metrics and oversee ongoing and ad-hoc data reporting requests

Skills Required:

• Bachelor’s degree.

• 3–6+ years of relevant experience in product management, platform delivery, digital transformation, or related roles in financial services or enterprise technology.

• Demonstrated ability to create product roadmaps, define clear requirements, and lead cross-functional teams through delivery in an agile environment.

• Strong analytical, communication, and stakeholder management skills, including the ability to present complex topics clearly to senior audiences.

• Proven ability to manage multiple initiatives simultaneously, prioritize effectively, and execute under time pressure.

• Experience working closely with engineering and design teams to deliver end-user experiences and operational workflows

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 $85,000 and $140,000 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.