Digital Experience 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 Digital Experience Product Manager is expected to help set direction and support the creation and ongoing success of digital solutions for clients, with an emphasis on the underlying platform capabilities that shape the overall experience. The scope includes horizontal capabilities such as global navigation patterns, alignment of information architecture, page templates, component standards, and maintaining baseline experience quality across channels. The position also involves strategic initiative work that requires collaboration with multiple constituent teams to define vision, strategy, priorities, approaches, and roadmaps. The role focuses on driving effective platform and product solutions that prioritize client needs while balancing risk management and operational efficiency.
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 Firms 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 youll 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 platform navigation 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
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
Work with a diverse group of cross-functional teams to ensure creative and continuous improvements with the goal of exciting our clients, leading the market, and growing the business
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 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
Qualifications
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.
Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.