Workplace Platforms Product Manager – Vice President

Wealth Management Platforms
Purchase, NY

We are seeking an experienced Product Manager to join the Workplace Platforms team, a group focused on defining and driving the equity, financial wellness, retirement and nonqualified deferred compensation platform experiences for plan sponsors and participants. This professional will be responsible for driving the API/MCP strategy across workplace benefits to support partnership, client and AI solutions including partnerships driving referrals, plan management (e.g. HRIS) and internal/external AI use cases.

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.

Morgan Stanley at Work is a division within Morgan Stanley Wealth Management, providing workplace financial solutions that build employee financial confidence, foster loyalty and help companies attract and retain top talent. The Morgan Stanley at Work’s end-to-end offering spans Equity, Financial Wellness, Retirement and Deferred Compensation solutions.

What you’ll do in the role:

• Influence the API/MCP vision, strategy, and roadmap across Morgan Stanley’s workplace offerings and platforms

• Collaborate with cross-functional partners, including technology, service delivery, risk, legal & compliance, to develop and launch solutions that meet the needs of our plan sponsors and participants

• Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs

• Identify and prioritize features based on customer needs, business goals, and market trends

• Develop and maintain a product backlog, ensuring that user stories are clear, concise, and actionable

• Define acceptance criteria and work closely with the development team to ensure that user stories are delivered on time and within scope

• Communicate progress, issues, and risks to stakeholders on a regular basis

• Analyze product performance and customer feedback to make data-driven decisions about product improvements and new features

Skills Required:

• A minimum of 5-10 years of experience in Product Management, preferably in the financial services industry

• Proven track record of delivering successful digital products on time and within scope

• Experience working in an Agile development environment

• 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

• Experience delivering API/MCP solutions through collaboration with 3rd parties preferred

• Bachelor’s degree in a relevant field; MBA or other advanced degree preferred

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).