Advisory Platforms Product Owner – Vice President

Wealth Management Platforms
Purchase, NY

The Wealth Management Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and enthusiastic Product Owner to join our team.

As a Product Owner on the Advisory Platform team, you will be responsible for supporting the squad that delivers the next-generation Wealth Management platform enhancements focused on enabling industry-leading Separately Managed Account solutions.

As a smart, detail-oriented team player who thrives on interacting with individuals across diverse functional areas, you will work to solve tough problems and deliver results on varied projects that help drive efficiency, reduce risk, and generate revenue. This is an amazing opportunity to join a team committed to helping a highly regarded company provide first-class service and solutions to clients.

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.

What you’ll do in the role:

• As a Product owner, manage the priorities of the squad and take responsibility for the successful delivery of technology changes, from initial project ideation, scope development, requirements documentation, through to Platform testing and launch.
• Document overall product feature prioritization, develop user stories and work within agile teams.
• Participate in platform design and development and monitor implementation timelines across different product/feature teams.
• Map out critical workflows and business processes to realize product/program goals.
• Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.
• Conduct requirement review sessions with program stakeholders.
• Conduct requirements elicitation workshops and meetings with business, technology, legal, risk and compliance stakeholders.
• Partner with program management to plan and monitor overall product/program releases
• Assist with the development of adequate launch support across non-technology teams, including Field and Service Operations, Legal, Risk, Compliance and Platform teams.
• Specify acceptance criteria and scenarios and perform user acceptance testing as needed.
• Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features.
• Lead discussions and devise solutions to address Advisor/CSA platform pain points.
• Support collaboration with UI/UX team to develop information/interaction architecture, user flows and wireframes.
• Support the platform in the collection and resolution of user feedback for new and legacy functionality.

Skills Required:

• 9.5 Years minimum of transferrable experience across work and higher education
• Relevant experience in platforms, investment product / investment advisory solutions, wealth management, data management and analysis, or workflow.
• Attention to detail and strong organizational skills.
• Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile and hybrid software development setting.
• Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling platform vision.
• Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment.
• Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders.
• Efficient at managing multiple tasks concurrently under deadline constraints.
• Bachelor’s degree in Business Management, Statistics, Computer Science, Engineering, Mathematics or related field.

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.