MSAW - Product Platforms Associate Wealth Management

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 Firms 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

• 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
• Conduct hands-on functional testing and validation of business requirements in conjunction with Quality Assurance teams
• 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
• Own backlog development and delivery, collaborating with partners in other Business Units, Marketing, User Experience, Client Services, Technology, and Quality Assurance teams to bring solutions to life
  
  

Qualification

• Bachelors degree
• 3-5+ 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
• Deadline oriented and works well under pressure
• Experience with project execution (conceptualization, requirements, design, development, testing, and implementation)
• Experience with Agile development methodologies preferred
  
  

You Might Also Have

• Financial services experience and/or working with Financial Advisors
• Experience with Dataiku, Tableau, and/or other statistical software
  
  

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 whats 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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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