Product Management – Digital Client Experience - Assistant Vice President
Wealth Management Platforms
Purchase, NY
In this role you will focus on some of our key customer experiences including:
- Profile maintenance including contact and KYC (Know Your Customer) information.
- Market data experiences where clients can buy various offerings.
- Account preferences include various trading, display, and personalization settings.
- Beneficiary and beneficial owner management for estate planning purposes.
- Financial Advisor and Customer Service features to support customer inquiries, messages, and status updates.
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 you’ll do in the role:
- Act as Product Owner for the Account Maintenance feature set for both E*TRADE and Morgan Stanley web and mobile platforms, developing strategy for the experiences across various client segments.
- Support product discovery through various stages of defining the problem, acting as thought leader for the features, and understanding the client needs and wants so that we can enable users to further personalize and customize their digital platform driving increased feature adoption.
- Partner closely with internal stakeholders in technology, delivery, and testing to ensure successful execution and consistent alignment to create robust web and mobile experiences that improve the firm’s compliance with regulatory agencies.
- Host leadership and stakeholder presentations, responsible for planning, material creation, preparation, execution, and follow through resulting in optimization or overhaul of workflows to enable self-servicing of routine items, enabling scalability of client base.
- Represent the team and liaise with user experience, technology, stakeholders, project managers, and others to convey the business strategy of planned or ongoing work.
Skills Required:
- 5+ years of experience managing digital web or mobile products
- Record of accomplishment of successful program delivery, thought leadership, and ability to manage stakeholders
- Agile development experience
- Preferred: Finance industry experience, particularly investments
- Must be curious, able to articulate complicated concepts, and willing to learn technical details
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.
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.
