Director, Solution Manager - Parametric

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

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.

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.

The Director, 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 defining and shaping next generation client analysis systems, with a focus on straight through processing and increasing investment strategy, portfolio manager and client operations efficiency, through technology solutions in a transparent and highly collaborative manner with business and technology stakeholders and partners. This position will also look to shape new initiatives in multi-asset analytics and international portfolios.

Additionally, this role will have management responsibility.

• 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 approach (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 product and development team to draw out solution intent with capability roadmap and milestones. Facilitate architecture runway with development leads, influence technical design to ensure it aligns with business objectives
• Clearly understand and articulate…