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 nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

The Product Platforms team is responsible for coordinating activities between the business (trading desk, sales, product, legal, compliance, risk, business control) and the Tech & Ops organizations. The Capital Markets Platform team covers the full suite of capital markets products, including Equities, Options, Fixed income, Syndicate, FX, Futures, etc. In this role, you will have the opportunity to become a subject matter expert in Capital Markets business flows, with an initial focus in Syndicate, to help to renovate associated technical infrastructure and tools.

What you'll do in the role:

• Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements

• Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs

• Support prioritized product backlog identify, groom, and validate epics and user stories for agile sprints

• Assist with backlog refinement and sprint planning ceremonies to communicate requirements

• Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed

• Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions

• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases

• 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 management office to effectively organize and plan product releases

• Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption

Skills Required:

• 3-5 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process

• Proven track record of delivering successful digital products on time and within scope.

• Experience working in an Agile development environment.

• Excellent communication skills, including the ability to present complex information in a clear and concise manner.

• Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.

• BA or BS preferred, but not required

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.