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Job Description

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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. 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 grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 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. Division Profile: The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Position Summary: We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Platforms team. As a product owner, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. Key Responsibilities: Key responsibilities will include but will not be limited to the following: * Provide daily support to Financial Advisors, Support Professionals and Operations teams. * Respond to inquiries via phone, email and internal systems. * Analyze Field inquiries and determine training and education solutions. * Document and analyze system issues; develop and write requirements (JIRA). * Support multiple products and workstream simultaneously including but not limited to: SEC Regulation Best Interest (Reg BI), Client Onboarding, New Accounts, Know Your Client (KYC), Enhanced Due Diligence (EDD). * Translate overall business strategy into technical requirements to be developed. * Collaborate with Business, Operations and Technology to ensure understanding of product strategy, roadmap, and work to be done. * Prioritize work based on needs and constraints in an agile software development environment. * Partner with program management to align status and milestones. * Assist with audits and Risk and Control Self Assessments (RCSA). * Present planned work to key stakeholders from business, technology, user experience, risk, fraud, communications, legal & compliance to obtain approvals. * Gather internal and external feedback for insights. * Facilitate workshops and meetings. Experience: * Bachelor's degree required. Master's degree will be a plus. * A minimum of 5 years of experience in Product Management and Client Service, preferably in the financial services industry. * Team lead experience is required. * Series 7 a plus. Required Skills: * Strong customer service skills and ability to professionally communicate with Financial Advisors. * Proven track record of delivering successful digital products on time and within scope. * Experience working in an Agile development environment. * Excellent communication skills, including the ability to present complex information in a clear and concise manner. * Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization. Expected base pay rates for the role will be between $100,000 and $135,000 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).

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