Advisory Platforms Product Owner - Vice President

Advisory Platforms Product Owner - Vice President

Wealth Management Platforms

Purchase, NY

The Wealth Management Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and enthusiastic Product Owner to join our team.

As a Product Owner on the Advisory Platform team, you will be responsible for supporting the squad that delivers the next-generation Wealth Management platform enhancements focused on enabling industry-leading Separately Managed Account solutions.

As a smart, detail-oriented team player who thrives on interacting with individuals across diverse functional areas, you will work to solve tough problems and deliver results on varied projects that help drive efficiency, reduce risk, and generate revenue. This is an amazing opportunity to join a team committed to helping a highly regarded company provide first-class service and solutions to clients.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

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:

* As a Product owner, manage the priorities of the squad and take responsibility for the successful delivery of technology changes, from initial project ideation, scope development, requirements documentation, through to Platform testing and launch.

* Document overall product feature prioritization, develop user stories and work within agile teams.

* Participate in platform design and development and monitor implementation timelines across different product/feature teams.

* Map out critical workflows and business processes to realize product/program goals.

* Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.

* Conduct requirement review sessions with program stakeholders.

* Conduct requirements elicitation workshops and meetings with business, technology, legal, risk and compliance stakeholders.

* Partner with program management to plan and monitor overall product/program releases

* Assist with the development of adequate launch support across non-technology teams, including Field and Service Operations, Legal, Risk, Compliance and Platform teams.

* Specify acceptance criteria and scenarios and perform user acceptance testing as needed.

* Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features.

* Lead discussions and devise solutions to address Advisor/CSA platform pain points.

* Support collaboration with UI/UX team to develop information/interaction architecture, user flows and wireframes.

* Support the platform in the collection and resolution of user feedback for new and legacy functionality.

Skills Required:

* 9.5 Years minimum of transferrable experience across work and higher education

* Relevant experience in platforms, investment product / investment advisory solutions, wealth management, data management and analysis, or workflow.

* Attention to detail and strong…