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Digital Client Experience & Platforms - Product Owner - AVP

Digital Client Experience & Platforms - Product Owner - AVP

Morgan StanleyPurchase, NY, United States
1 day ago
Job type
  • Full-time
Job description

Digital Client Experience & Platforms - Product Owner - AVP

Company Profile 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.

Job Description 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 and E

  • TRADE clients. In the Business Analyst role, you will inform direction and contribute to the creation and ongoing success of the latest digital solutions for our clients. In this role, you will be focused on defining and creating exceptional portfolio experiences for Morgan Stanley and E
  • TRADE clients on the unified digital platform. 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.

Responsibilities

  • Support Fleet and Product Owner with definition and prioritization of product roadmap, release planning, and development and communication of business requirements.
  • 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; support 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.
  • 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 for adoption.
  • Qualifications

  • 5 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.
  • Self‑starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goals.
  • 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.
  • Analytical and data‑driven—demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions.
  • 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

    We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

    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.

    Equal Employment Opportunity Statement 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, 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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