JOB LEVEL

Assistant Vice President:

TIER

NA

• WM Platforms
• Affiliate Project and Automation, AVP

DESCRIPTION:

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

Workplace Platforms is a division within the Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting Morgan Stanley at Work business, including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. 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 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 segment, including mass affluent, with new digital capabilities.

Position Summary:

As a Product Manager, you will work on exciting technology initiatives to build best-in-class digital platforms for our Home Office users and Financial Advisors to help them better service our clients. This is a highly collaborative role, where you will work closely with our team of digital product owners and collaborate across multiple functions such as designers, engineers, operations, legal, risk, compliance, and business partners. You will help define and drive the digital product strategy and develop, launch, and enhance the platform to meet the unique needs of our users.
The ideal candidate should have experience creating product roadmaps, defining clear product requirements, and leading cross-functional agile teams through the delivery process. Experience with the financial services/wealth management, WCAG, analytics, client-centric design thinking, API architecture, and agile development methodology is strongly preferred

RESPONSIBILITIES:

As an Assistant Vice President of the team, you will contribute to the strategic discussions with internal stakeholders, help drive alignment on key decisions with partners across the Firm, and assist in executing those decisions with efficiency and accuracy
Participate in senior-level discussions and contribute to the delivery of insights that inform both tactical and long-term business decisions
Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features and develop a product roadmap aligned to key business deliverables

Create project documentation (presentations, communication plans, requirements documents) to share formal updates with business and technology leaders

Lead requirement grooming/planning sessions to ensure that development schedules, design criteria, costs, and technical specifications meet the defined business need
Analyze product performance and customer feedback to make data-driven decisions about product improvements and new features qualification QUALIFICATIONS
Bachelor's degree
5+ years related industry experience
Self-starter with strong and creative problem-solving skills
Superior analytical, interpersonal, communication (written, verbal, and technical), presentation, negotiation, and problem-solving skills
Flexible, team player with the ability to think creatively and strategically
Interpersonal skills

• Flexible in their work style with ability to influence stakeholders; experience working collaboratively across cross-functional teams and with senior leadership a plus

Deadline oriented and works well under pressure
Experience with project execution (conceptualization, requirements, design, development, testing, and implementation)
Experience with Agile development methodologies preferred
Excellent communication skills, including the ability to present complex information in a clear and concise manner
Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization
Strong analytical skills with the ability to use data to drive decision-making
Problem solving skills

• Demonstrates the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations and options for discussion with Management.

Project management skills -Ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines
Experience working with Data Analytics, Marketing & Technology teams is a plus
You might also have:
Financial services experience and/or working with Financial Advisors
Experience with LLM and generative AI to automate business processes for efficiency and scale
Experience with Dataiku, Tableau, and/or other statistical software
Proficient in with Microsoft Excel and PowerPoint

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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).

Internal Applicants

Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.