Morgan Stanley at Work Product Manager – Assistant Vice President

Wealth Management Platforms
Purchase, NY

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 financial services/wealth management, end-user experiences, analytics, client-centric design thinking, API architecture, and agile development methodology is strongly preferred

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 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.

What you’ll do in the role:

• As an Assistant Vice President/Associate 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
• Guide development process, working closely with engineering, UX and key stakeholders to build and enhance our managed platforms
• Manage and improve efficiencies related to the lifecycle of equity trades. Identify risks and work with business and technology to alleviate potential risks.
• 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
• Participate in senior-level discussions and contribute to the delivery of insights that inform both tactical and long-term business decisions 
• 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 end-user feedback to make data-driven decisions about product improvements and new features

Skills Required:

• 3-6 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:

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.

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.