Product Manager - Client Onboarding, Platforms, Director, Wealth Management

Product Owner

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $7 trillion under management and is one of the world's largest networks of Financial Advisors. The Digital Solutions group within MSWM is responsible for transformational platform strategies that provide better tools for our Financial Advisors, support staff, and our clients.

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

We are seeking a talented and motivated Product Owner to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team within Digital Solutions.

As an Associate product owner, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. You will be tasked with supporting our Client & Account Data Team by taking ownership of various Data and UI related projects, helping to lead the day to day product team activities including Agile ceremonies, requirements gathering and acting as a subject matter expert for Client & Account Data initiatives who can oversee and manage product strategy and partner requests.

Key responsibilities will include but will not be limited to the following:

• Translate overall business and product strategy into technical requirements to be developed.
• Collaborate with engineering to ensure understanding of product strategy, roadmap, and work to be done.
• Prioritize work based on needs and constraints in an agile software development environment.
• Partner with program management to align status and milestones.
• Present planned work to key stakeholders from business, technology, user experience, risk, fraud, communications, legal & compliance to obtain approvals.
• Gather internal and external feedback for insights.
• Demonstrate empathy for product users and speak to their project journey.
• Promote a data-driven mindset in strategic thinking.
• Create JIRA User Stories and detail BRDs (where applicable) derived via stakeholder feedback.
• Interfacing with Executives and other Business stakeholders, including Executive Level Presentations etc.
• Documenting pain points and initiative impacts.
• Data analysis skills including data flow diagrams; SQL a plus
• Collaborate with internal stakeholders to create or revise functional requirements and acceptance criteria for enhancements.
• Analyze existing requirements to identify what must be changed and identify the implications for related requirements based on objectives proposed by internal stakeholders.
• Assist in performing ad hoc testing, as needed.
• Collaborate with support partners (Legal, Risk, Compliance) to ensure are changes are made in line with firm policies and procedures.

Bachelor's degree required. Master's degree will be a plus.

A minimum of 6+ 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.

Data analysis skills including excel.

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.