Morgan Stanley

Digital Client Experience & Platforms Product Owner – Vice President

Morgan Stanley$110K — $190K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 9.5 years of relevant experience from work and higher education
  • 5-7 years as a software or digital product manager, business analyst, or similar role
  • Proficient in defining and communicating software requirements in agile settings
  • Ability to analyze and synthesize extensive information into actionable requirements
  • Data-driven mindset with a track record of using metrics for performance improvement
  • Experience collaborating with UI/UX designers to create user-friendly products
  • Bachelor's degree required; Series 7 and 24 licenses preferred

Responsibilities

  • Serve as product owner for an agile squad focusing on digital features and experiences
  • Manage project portfolio impacting financial web pages for client sites
  • Define critical user journeys and workflows aligned with product vision
  • Maintain and prioritize product backlog; lead refinement and planning sessions
  • Coordinate with tech teams to ensure effective communication and delivery of product releases
  • Facilitate product lifecycle from vision definition to KPI management
  • Gather feedback to identify product gaps and enhancements
  • Collaborate with UI/UX team on design elements and user flows
  • Team with program management for organized product release planning
  • Define and track KPIs and adoption metrics

Benefits

  • Opportunities for professional development and growth
  • Access to comprehensive healthcare programs
  • Flexible work arrangements
  • Employee assistance programs
  • Generous retirement plans and matching contributions
  • Access to cutting-edge technology and tools
  • Inclusive company culture promoting diversity and equity
Full Job Description

Digital Client Experience & Platforms Product Owner – Vice President

Wealth Management Platforms
Purchase, NY

We areseekinga 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. Asadigitalproductmanager, you will setdirectionand contribute to the creation andon-goingsuccess of the latest digital solutions for our clients.As a key part of the Digital team, theproduct owneris responsible forthe client experience on Morgan Stanley Online / Mobile and E*TRADE channels as it relates tothe 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,Shareworksand 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.

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 forprojectsimpactingthefinancialspagesfor 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 andmaintainprioritized product backlog identify, groom, andvalidateepics 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 managementofficeto 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
  • 5-7years 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
  • Bachelors degree isrequired
  • Knowledge or exposure to wealth management and online brokerage/bankingpreferred
  • Series 7 and Series 24 license preferred but notrequired
  • Demonstratedtrackrecordof delivering new innovative fintech, digital products, solutions, or applications preferred

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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

Similar Jobs

More Jobs at Morgan Stanley

More Finance & Insurance Jobs

Find similar Digital Client Experience & Platforms Product Owner – Vice President jobs: