Morgan Stanley

IED Sr Product Manager - Client Intelligence Systems & Analytics

Morgan Stanley • $200K — $300K *
New York, NY 10025In-Person
Enterprise Technology
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Significant experience in product management within large organizations.
  • Ability to convert business objectives into technology solutions.
  • Experience managing product roadmaps and cross-functional teams.
  • Established history of collaborating with engineering and analytics teams.
  • Proven skills in influencing senior stakeholders with data insights.
  • Experience leading offshore or distributed teams.
  • Strong grasp of data governance and risk management.

Responsibilities

  • Maintain and align the product vision and roadmap for CRM platforms.
  • Translate business needs into actionable product requirements and backlogs.
  • Track and assess success metrics for CRM and analytics initiatives.
  • Lead product delivery from concept through testing and release.
  • Collaborate with data teams to shape architecture and reporting capabilities.
  • Stay informed on AI and analytics advancements to enhance CRM functionalities.
  • Prepare data-driven presentations for senior management on project outcomes.
  • Establish data governance standards ensuring quality and compliance.
  • Support the development of reporting tools to facilitate analytics and decision-making.
  • Provide leadership and developmental opportunities for offshore teams.

Benefits

  • Comprehensive employee benefits and perks.
  • Opportunities for career advancement across the organization.
  • Support for work-life balance throughout employees' journeys.
  • Commitment to diversity and inclusion in the workplace.
  • Collaboration with experienced professionals in a supportive environment.
Full Job Description
IED Sr Product Manager - Client Intelligence Systems & Analytics
Role Summary

The Senior Product Manager, CRM & Analytics is accountable for the strategic direction, delivery, and ongoing management of CRM, client engagement and analytics platforms supporting Institutional Equities. The role partners closely with business stakeholders and technology teams to translate strategic objectives into prioritized product roadmaps, ensure disciplined execution, and deliver measurable business outcomes. The role also includes people leadership responsibilities for an offshore team and oversight of data governance, quality, and controls.
Scope & Impact
  • Accountable for the strategic ownership and delivery of CRM, client intelligence and analytics platforms supporting Institutional Equities, with direct impact on client engagement, reporting, and data-driven decision making.
  • In conjunction with senior management, shapes product direction, prioritization, and execution, within the context of firm-wide strategy, governance, and risk frameworks.
  • Influences cross-functional stakeholders across business, technology, data, and operations to align priorities, manage dependencies, and deliver outcomes at scale.
  • Responsible for ensuring initiatives deliver measurable business value, with defined success metrics, controls, and transparency to senior management.
  • Oversees delivery capacity through direct leadership of offshore team and partnership with technology leads, impacting resourcing, skills development, and execution velocity.
  • Plays a key role in strengthening data governance, quality, and control standards across CRM and analytics platforms, contributing to regulatory compliance and operational resilience.
Primary Responsibilities
  • Maintain the long-term product vision and roadmap for CRM and analytics platforms, ensuring alignment with business strategy, priorities, and firm-wide initiatives.
  • Translate business requirements and technology needs into clearly defined, actionable product requirements, user stories, and prioritized backlogs.
  • Define and track success metrics, KPIs, and business impact measures to assess the effectiveness and value delivered by CRM and analytics initiatives.
  • Lead end-to-end product delivery across the full lifecycle, from concept and design through development, testing, and release, ensuring timely and high-quality execution.
  • Partner with data engineering and analytics teams to shape data architecture, metrics strategy, data pipelines, and reporting capabilities that support scalable and reliable analytics.
  • Maintain awareness of emerging artificial intelligence and advanced analytics capabilities, and partner with technology and analytics teams to evaluate potential applications that could enhance CRM functionality, analytics, and decision support, consistent with firm strategy, governance, and risk standards.
  • Prepare and present data-driven business cases, status updates, and delivery outcomes to senior management, clearly linking initiatives to strategic objectives and expected benefits.
  • Establish and enforce CRM data governance standards, including data quality, integrity, controls, and compliance across platforms and reporting environments.
  • Support the development of dashboards, reporting tools, and data-sharing interfaces to enable consistent analytics, transparency, and informed decision-making.
  • Provide direct people leadership for offshore teams, including goal setting, performance management, coaching, feedback, and professional development in line with Firm policies.
  • Partner with offshore technology leaders to align capacity planning, skills development, and team structure with evolving business needs and product priorities.
Qualifications & Experience
  • Significant experience in product management, business technology, CRM, analytics, or data platform roles within a large, complex organization.
  • Demonstrated ability to translate strategic business objectives into executable technology and analytics solutions.
  • Strong experience managing product roadmaps, delivery backlogs, and cross-functional dependencies.
  • Proven track record of working closely with engineering, data, and analytics teams on platform and reporting solutions.
  • Experience presenting to and influencing senior stakeholders using data-driven insights.
  • Prior people management experience, including leadership of offshore or distributed teams.
  • Strong understanding of data governance, controls, and risk management considerations in enterprise environments.
Core Competencies
  • Strategic thinking and execution discipline
  • Stakeholder management and communication
  • Data-driven decision making, including informed evaluation of emerging analytics and AI capabilities
  • Operational risk awareness and control mindset
  • People leadership and talent development
  • Project Management
  • Manage vendor relationships


Expected base pay rates for the role will be between $200,000 and $300,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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