AI Product Owner - Vice President

AI Product Owner - Vice President

Wealth Management Platforms

Purchase, NY

Morgan Stanley Wealth Management Platforms (WMP) Digital Client Experience (DCE) is seeking a product leader to serve as an AI Product Owner driving the strategy and delivery of AI-enabled digital servicing experiences across Morgan Stanley and E
* TRADE client platforms. You will own AI-centric product outcomes across virtual agents, risk programs, and platform unification, delivering measurable improvements in client experience, operational efficiency, and risk posture.

This role is a hands-on "builder" PO: you will own OKRs, partner deeply with UX, work across large dependency teams in a legacy environment, and be capable of using tooling to generate code, prototypes, and analytics dashboards to accelerate delivery.

What you'll own (focus areas)

* Virtual Agents & Conversational Experiences: AI-assisted self-service, guided journeys, escalation/handoff patterns, and agent-assist capabilities.

* Risk Programs for AI + Digital Servicing:
Responsible AI controls, governance, monitoring, and audit-ready documentation embedded into the product lifecycle.

* Platform Unification:
Converging servicing capabilities across web/mobile and Morgan Stanley/E
* TRADE surfaces, including shared components, APIs, and consistent UX patterns.

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:

* Product strategy & outcome ownership

* Define product vision and OKRs for AI-enabled servicing (e.g., containment/deflection, time-to-resolution, CSAT/NPS impact, cost-to-serve reduction, risk events reduction).

* Own a metrics-first operating cadence: set baselines, targets, instrumentation requirements, and post-launch optimization loops. (Expands the current KPI ownership expectation)

* Disciplined AI product development lifecycle

* Lead end-to-end product development: problem framing → discovery → delivery → launch → optimization, using usage data, client feedback, and competitive intelligence as in the original role
-but adapted to AI systems (probabilistic outputs, continuous improvement).

* Translate ambiguous needs into AI-suitable scope and testable acceptance criteria, including explicit "do-not-automate" boundaries and human oversight needs.

* Backlog, roadmap, and dependency orchestration in a complex environment

* Build and maintain a prioritized backlog in Jira and manage roadmap sequencing across multiple platforms and legacy services.

* Drive alignment across many dependency teams (technology, service, UX, Legal, Risk, Compliance, Data, Operations).

* UX ownership (experience and conversation design)

* Be accountable for end-to-end experience quality (not "requirements handoff"): co-own IA, content strategy, and interaction design with UX.

* Ensure experiences meet usability standards: clarity, recovery from failure, safe fallback behavior, and accessible design.

* Establish and enforce design patterns across unified platforms to reduce inconsistency and cognitive load.

* AI evaluation, quality, and release…