Product Manager - Assistant Vice President
New York Plaza, NYC
Division Description:
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.
Details:
The Digital Client Experience & Platforms is responsible for all aspects of the digital client experience with focus on self-directed bank, brokerage, and advised accounts. Consists of Mobile, Retail Web and Bank Platforms, Portfolio Analytics, Digital Advice & Transactions, and Account Opening teams.
Within Platforms, the Digital Client Service team drives and defines the online customer experience for Morgan Stanley and E*TRADE servicing experiences. Our user experiences are targeted at users across the firm in a wide-ranging set of self-directed and advised products, including brokerage, retirement, banking, stock plan, and more. Our teamis responsible fordeliveringthe digital,client-facing experience for these users.
Description:
We are seeking a talented and motivated individual to join the Morgan Stanley Wealth Management Platforms team. Our team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients. In the Assistant Vice President role, you will contribute to the creation and on-going success of the latest digital solutions for our clients.
The individual in this role willbe responsible forsupportingour dynamicproduct team in defining, building, and reviewing end-to-end digital service communication experiences for a variety of products at Morgan Stanley / E*TRADE. The applicant should bring a strong product management skillset with key focus on providing a best-in-class end user experience, understanding the competitive landscape, and the ability to drive improvements and change using a data driven approach. Partnership and collaboration with a variety of groups across the firm will be key to success.
What you99ll do in the role:
- Disciplined Product Management: Lead the product development life cycle, including problem definition,solution discovery, and post launch results optimization. Data driven approach to decisions informed by usage, client feedback,competitiveand business intelligence.
- Roadmap Development & Management:Build andmaintainprioritizedfeaturebackloginjiraand define product roadmapbypartneringclosely with key stakeholders, including technology, service, UX, Legal, Risk, compliance, Data and Digital Product teams to align on impact and delivery timelines.
- Strategic Prioritization:Prioritymanagement with a sound metrics driven framework for a balanced approach to trade-offs between value add and resource investment.
- Success Metrics Tracking & Reporting:Ownership of Key Performance Indicators (KPIs) for continuous optimization of client service and support.
- Stakeholder management:Collaborate with stakeholders from business, technology, UX, customer service,Ops,and legal & compliance to elicit requirements.
- Risk Management:Identifypotentialriskand issues that mayimpactroadmap delivery and develop mitigation strategies to address them proactively.
- Business Reviews:Orchestrate business reviews and update forums for theproject progressand delivery.Responsible for planning, material creation, preparation, execution, and followthrough ofdiscussion items.
Business Skills:
- Looking for a highly motivated individual with strong critical thinking, written and verbal communication, andorganizationskills.
- Naturally curious, analytical, and data-driven
- Self-starter with entrepreneurial drive anddemonstratedability toidentifyand solve critical problems and achieve stretch goal
- Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences
Qualifications:
- 5+ years of experience managing digital web or mobile products
- Record of accomplishment of successful program delivery, thought leadership, and ability to manage stakeholders
- Bachelor99s degree isrequired
- Agile development experience
- Preferred: Finance industry experience, particularly investments
- Must be curious, able to articulate complicated concepts, and willing to learn technical details
- Customer service insights:deep familiarity with customer service processes
- Exceptionalcommunication and relationship building skills: Ability to interact at multiple levels of the organization and tailor messaging appropriately. Strong presentation and PowerPoint skills.
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.
