Digital Client Experience & Platforms Product Owner – Vice President

Wealth Management Platforms
Purchase, NY

We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team.  The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. As a digital product manager, you will set direction and contribute to the creation and on-going success of the latest digital solutions for our clients. As a key part of the Digital team, the product owner is responsible for the client experience on Morgan Stanley Online / Mobile and E*TRADE channels as it relates to the Financials pages. 

You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online/Mobile, Shareworks and E*TRADE.  As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself.  Strong performing individuals will be supported in further professional development. 

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:

•  Product owner for a digital agile squad responsible for definition and delivery of core product features and experiences to meet target audience needs consistent with product strategy and vision. 
• Manage the strategic and tactical project portfolio for projects impacting the financials pages for all client sites. 
• Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs 
• Build and maintain prioritized product backlog – identify, groom, and validate epics and user stories for agile sprints; Lead backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholders 
• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases  
• Facilitate product development lifecycle from defining product vision/scope to launching MVP to ongoing management of product to meet KPIs; Drive definition and prioritization of product roadmap, release planning, and development and communication of business requirements 
• Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements 
• Prepare presentations, user demos, and status updates 
• Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features 
• Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps 
• Team up with program management office to effectively organize and plan product releases 
• Define and track KPIs and product/program adoption and usage metrics – evangelize adoption

Skills Required:

• 9.5 Years of transferrable experience across work and higher education
• 5-7 years of experience as software or digital product manager, business analyst or equivalent with experience working within an agile/scrum development process 
• Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting 
• Keen intellect – ability to gather, analyze and synthesize a significant amount of information, and turn it into clear and actionable product requirements 
• Naturally curious, analytical and data-driven – demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions 
• Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences 
• Understanding and knowledge of web and mobile technologies 
• Written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders 
• Efficient at managing multiple projects and initiatives concurrently under deadline constraints 
• Thought-leader – strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play 
• Bachelor’s degree is required 
• Knowledge or exposure to wealth management and online brokerage/banking preferred 
• Series 7 and Series 24 license preferred but not required  
• Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred 

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.