Morgan Stanley

Lead Solution Manager - Parametric

Morgan Stanley$115K — $225K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required/Master's degree preferred
  • 8+ years in Finance/Asset Management, Strategy, Product management
  • 8+ years in financial data products/investment platforms
  • Excellent verbal and written communication skills
  • Demonstrated ability to articulate solution vision
  • Advanced experience with Scaled Agile software processes
  • Proficient in documentation tools such as Miro, Excel, SQL, and Jira

Responsibilities

  • Communicate effectively with business and technology partners
  • Design workshops and user sessions to gather insights
  • Understand and articulate user needs empathically
  • Analyze stakeholder data to define goals and workflows
  • Collaborate with business and development teams on solution intent
  • Facilitate solution architecture with development leads
  • Manage stakeholder relationships with effective communication

Benefits

  • Medical, Dental, and Vision insurance
  • Health Savings Account and Dependent Day Care Savings Account
  • Life Insurance and Disability Plans
  • Paid Time Off including Sick Leave and Vacation Days
  • 401(k) retirement plan
  • 10 Paid Holidays
  • Employee perks including parental leave and annual wellness programs
Full Job Description
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM
The Platform Solution Management team at Parametric:
  • We are responsible for defining and enabling cross-platform business solutions that meet the needs of clients over time. Solutions are products, services, or systems that provide value to the client, whether internal or external to the PPA enterprise.
  • Sitting at the intersection of business, clients and technology, we collaborate with multiple teams to understand solution context and define the solution vision, intent, roadmap and capability set.
  • This team manages changes to the solution vision or roadmap based on enterprise objectives and strategy


ABOUT THE ROLE

The Lead Solution Manager is responsible for working skillfully across the organization to produce
  • Solution Vision, which entails defining:
    • what we are solving for
    • end-to-end user/customer journey or lifecycle
    • personas, their skills and needs
    • high level outline of a solution that addresses their needs
  • Solution Intent (in collaboration with Business Architecture function), which entails defining:
    • nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology
    • capability roadmap as well as migration paths and milestones when going from current state to future state
    • overall non-functional requirements that are key metrics required for new system to capture and track
    • target operating model (business, operations) that complement evolution in systems


This position will play a pivotal role in shaping the future of the market data solutions at Parametric in collaboration with business and technology stakeholders and partners.

PRIMARY RESPONSIBILITIES
  • Communicate effectively - both verbally and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
  • Creatively design workshops and user sessions by identifying suitable participants, being clear about outcomes and approaches (interviews, online whiteboarding, surveys, card sorting, etc.)
  • Ability to empathically understand and articulate user needs
  • Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high-level solution outline
  • Work collaboratively with the business and development team to draw out solution intent with capability roadmap and milestones.
  • Facilitate solution architecture with development leads, influence technical design to ensure it aligns with business objectives. Socialize decisions with senior executives to ensure alignment on design
  • Clearly understand and articulate dependencies that will influence sequencing of development
  • Collaborate in running Program Increments with Technology project managers in facilitating quarterly planning across teams. Collaborate closely with project managers, QAs and development teams on execution.
  • Work collaboratively with business and operations stakeholders to draw out target operating model as systems evolve
  • Work collaboratively with business analysts in user research, operating model and architecture session facilitation and requirements definition for successful execution
  • Own and deliver requirements on canonical data definitions, API contracts, event-based integrations, and measurable non-functional requirements including but not limited to latency, resiliency, lineage, auditability, explainability
  • Effectively manage stakeholder relationships through polished communication and follow-through
  • Effective written communication through solution inception, vision and intent documents
  • Lead and influence cross-functional teams.
  • Provide consultation and ensure continuity with product and development teams on solution.


JOB REQUIREMENTS
  • Bachelor's degree required/Master's degree preferred
  • A minimum of 8 years of experience in Finance/Asset Management, Strategy, Product management
  • A minimum of 8 years of experience in financial data products/investment platforms/wealth tech/portfolio construction/trading
  • Excellent verbal and written communication skills
  • Experience leading and directing others to achieve measurable results.
  • Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
  • Advanced experience working with Scaled Agile software development processes
  • Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Miro/Lucid, Excel, SQL, Visio/Lucid/Figma, PowerPoint, Confluence, Jira
  • Understanding of analysis and artifact goals throughout the solution lifecycle
  • Ability to learn quickly and work in a highly dynamic and changing environment, under tight deadlines
  • Ability to independently manage personal timelines and meet tight deadlines
  • Ability to successfully manage and coordinate multiple simultaneous project deliverables across groups and teams


Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

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 https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $115,000 - $225,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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).

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

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