KYC Onboarding Product Owner, Assistant Vice President Wealth Management Platforms
Purchase, NYWe are seeking a dedicated and experienced individual to join our team as an Assistant Vice President, Product Owner within the Automation and Workflow Solutions Team. This pivotal role is responsible for spearheading transformative change and executing strategic initiatives that are crucial for risk mitigation and enhancing operational efficiencies. The Product Owner will collaborate closely with cross-functional teams, leveraging advanced technologies to design, build and deliver platform solutions.We are looking for a smart, passionate, and detail-oriented leader who thrives in a collaborative environment, enjoys engaging with a diverse group of stakeholders, and excels at solving complex problems. The ideal candidate will challenge the status quo to design innovative solutions that enhance our Automation & Workflow platform portfolio, driving process efficiencies and unlocking new business opportunities.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 nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI), and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.What you’ll do in the role:As part of the WM Platforms Team, this candidate should be comfortable solving tough problems and challenging the status quo to design solutions that enhance the strategy and onboarding platform portfolio. The candidate will have a unique opportunity to engage with various stakeholders surrounding a key business initiative and leverage advanced technologies. Primary focus will include overseeing the Client and Account Onboarding Platform that supports several dynamic and multi-phase projects to transform the firm's existing client onboarding and Know Your Client (KYC)/Enhanced Due Diligence process. Liaison Role: Serve as a bridge between business, product, User Experience, Financial Crimes Risk, and technology teams to deliver platform solutions and create new processes.Agile Squad Leadership: Own business requirements and user stories, translating stakeholder needs into well-crafted backlog items. Collaborate closely with agile squads to refine, prioritize, and deliver high-value features through sprint planning and execution.Backlog Management: Own backlog refinement and sprint planning; clearly articulate requirements to squad and program stakeholders and drive timely delivery of key features.Engagement & Transformation: Lead client and account onboarding transformation initiatives, identify high-impact opportunities, and craft compelling business cases across multiple business channels demonstrating strong ROI potential.Business Analysis & Testing: Conduct comprehensive business analysis to define detailed technology requirements; carry out testing to confirm quality of features delivered.Process Improvement: Critically evaluate and optimize existing processes, system controls, and technology solutions to address the needs of key business stakeholders.User Journey & Process Alignment: Map and refine critical user journeys, use cases, workflows, and business processes to align with strategic objectives and meet user and business requirements.Strategic Change Support: Champion strategic change efforts from ideation through post-launch—managing requirements gathering, conducting impact analysis, overseeing user testing, executing rollout plans, and monitoring success metrics.
Skills Required:Demonstrates a self-starting attitude with a strong sense of ownership and accountability, capable of leading project activities and driving results.Possesses excellent communication skills, both written and verbal, with the ability to simplify complex projects for senior leadership and build strong relationships across teams.Problem Solving and Strategic Thinking: Exhibits strong analytical and strategic thinking skills, adept at managing ambiguity, synthesizing data, and providing innovative solutions to both tactical and strategic challenges.Skilled in prioritizing and managing multiple concurrent initiatives, with experience in Agile or application development methodologies, and a solid understanding of the Software Development Life Cycle (SDLC) and creating business requirements.Interpersonal and Teamwork Skills: Demonstrates strong interpersonal skills, capable of gaining consensus across multiple teams to drive execution and manage expectations in a fast-paced environment.At least 5 years of relevant experience in software or product implementation, product owner roles, consulting, or similar fields.A bachelor's degree 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.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'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).