Job description

Advisor Desktop Product Owner, Assistant Vice President Purchase, NY 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 nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. The Wealth Management Field Experience & Platforms group manages the prioritization and implementation of the Wealth Management Division’s investments in technology tools and solutions for Financial Advisors and Support Professionals. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives. What you’ll do in the role: • The platform we are continuously enhancing integrates a broad range of capabilities designed to support Financial Advisors and branch support and management staff. As an advocate for the user experience, the position involves working with end users to understand requirements, and the ability to translate those needs to systems developers. It will be necessary to support the existing business needs of MSWM branches, support staff, specialists and operational staff while also working to enhance the current technology platforms including both the desktop and mobile platforms. • Note that this is a business-position rather than a technology position – it requires the ability to understand both sides of the equation and to provide necessary direction to the projects. • The position requires leading working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions. • The candidate must be able to manage technology BA’s/PM’s to keep initiatives on track and budget. • The candidate must also be able to lead the full delivery of new solutions to field users including messaging to field leadership, training, field communication strategy & a support model. • Additional responsibilities include review of Functional Requirements, and problem resolution on behalf of the branches. Skills Required: • At least 5 years’ experience in the Financial Industry • Demonstrated experience with technology implementations and the entire SDLC process • Previous experience working with Financial/Wealth Advisors is highly desirable • Experience writing business requirements for large projects • Experience leading large scale technology initiatives • BA/BS Degree • Strong knowledge and interest in new technologies, from an end-user perspective. • Excellent oral and written communication skills. • Proficient in Microsoft Office applications • Proficient in Agile Methodology approach to technology delivery and project management 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 morganstanley.com into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 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 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 : morganstanley.com .

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Must-haves

Advisor Desktop Product Owner, Assistant Vice President
Purchase, NY
Note that this is a business-position rather than a technology position – it requires the ability to understand both sides of the equation and to provide necessary direction to the projects.
The position requires leading working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions.
The candidate must be able to manage technology BA’s/PM’s to keep initiatives on track and budget.
The candidate must also be able to lead the full delivery of new solutions to field users including messaging to field leadership, training, field communication strategy & a support model.
Additional responsibilities include review of Functional Requirements, and problem resolution on behalf of the branches.
At least 5 years’ experience in the Financial Industry
Demonstrated experience with technology implementations and the entire SDLC process
Previous experience working with Financial/Wealth Advisors is highly desirable
Experience writing business requirements for large projects
Experience leading large scale technology initiatives
BA/BS Degree
Strong knowledge and interest in new technologies, from an end-user perspective.
Excellent oral and written communication skills.
Proficient in Microsoft Office applications
Proficient in Agile Methodology approach to technology delivery and project management
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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agile

Platform: eightfold
Effort: medium

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