Asset Movement Platforms Senior Product Lead - VP

1 New York Plaza, NY

Position Description: 

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Wealth Management.  Wealth Management is offered by the Morgan Stanley Wealth Management (MSWM) franchise, which encompasses both the Financial Advisor Field and Digital Direct Network. This role is in the WM Field Experience & Platforms organization. WM Platforms covers a wide range of services and support designed to add value to our clients with a shared goal of serving the best interests of Service Partners and Clients and our clients. 

Job Description:

This Vice President position will report to a designated officer within the Asset Movement Platforms team, part of Field Experience & Platforms, and will work closely with various stakeholders including Field Services, operations, technology, LRC, and advisor support teams across Wealth Management to identify and implement process improvements within the asset movement platform/process space (i.e., systems and processes used for the movement of money through Automated Clearing House-ACH, Wire Transfer, check disbursement/deposits, intra-firm transfer of cash and securities as well as external transfers of Securities).  The role ensures the applicable systems and processes include appropriate controls to meet the needs of our end users while complying/enforcing firm policies, procedures, and standards.  

Responsibilities: 

• 8 years minimum experience required

• Lead Change the Bank Product Owner functions focused on Process Re-engineering while utilizing best in class technology tools.

• Lead all efforts related to the strengthening of controls and policy alignment in the money movement space. 

• Engage with Legal, Risk, Compliance, Fraud and Regulatory Relations on various projects related to the money movement controls suite.

• Provide Business Analysis and Subject Matter Expertise to deliver enhanced and streamlined systems/processes to our field services and various home office teams with a focus on enhanced efficiencies. Leverage Asset Movement business metrics to perform analysis and recommendations.

• Identify opportunities to leverage technology for process efficiencies. Efficiencies can be for either branch or home office platform users.

• Lead projects and direct partners across the firm throughout various project life cycles to ensure alignment and cohesiveness.

• Lead efforts to develop and deliver marketing, training and communications across the broader organization as it relates to platform and policy changes and help drive adoption of changes.

• Perform other miscellaneous project leadership activities as directed by head of Asset Movement Platform team. Closely track ongoing product development versus strategic roadmap.

• Ability to manage deliverables and provide supervisory oversight to multiple direct reports.

Skills Required

• Must be highly motivated and an independent leader with a strong work ethic.

• Be able to work in a strong team and high activity environment where the sharing of ideas and talents is encouraged and welcomed

• Prior business/product ownership experience preferred

• Strong written and verbal communication skills in both business and technical contexts 

• Strong analytical, process-oriented, user experience, problem-solving/issues-resolution skills

• Strong organizational, attention to detail and excellent follow up skills

• Proficient knowledge of Microsoft Excel, Word, and PowerPoint required and appetitive to explore emerging Agentic solutions.

• Familiarity with Agile methodologies preferred

• Experience with JIRA preferred

• Money Movement process experience preferred

• BA or BS preferred, but not required

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.