Product Manager and Project Lead – Analytics and Data, Executive Director

Wealth Management Data Cloud Product Manager

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 Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E
* TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients.

WM Analytics & Data (A&D) owns all the management reporting, customer and product behavior insights, and predictive modeling in support of WM, Banking, and Marketing. The WM A&D User Experience Data Collection team drives strategy and execution of platforms that collect quantitative and qualitative data about users experience across wealth management and firmwide digital properties and activities.

Sitting with A&D, this role will serve two primary functions:

• The product manager for the Wealth Management Data Cloud: define, prioritize, and execute the strategic roadmap for data capabilities that support Wealth Management business priorities and lead stakeholder engagement.
• Serve as project manager for key data capability projects

Responsibilities:

• Serve as the product manager for the Wealth Management Data Cloud, owning the product vision, roadmap, prioritization, execution, and communication strategy.
• Lead stakeholder engagement efforts by partnering with senior business, technology, analytics, and governance stakeholders in service of the above
• Develop, maintain, and execute a multi-year roadmap for Wealth Management data capabilities, balancing strategic priorities, regulatory/control needs, technology dependencies, and business value.
• Manage intake, prioritization, and sequencing of data capability requests, ensuring alignment to broader Wealth Management objectives and enterprise data strategy.
• Lead cross-functional delivery efforts, coordinating across business teams, technology partners, data owners, analytics users, and governance stakeholders.
• Define clear product requirements, success criteria, milestones, dependencies, risks, and implementation plans for key Data Cloud initiatives.
• Drive stakeholder alignment through regular communication, executive updates, governance forums, working groups, and roadmap reviews.
• Partner with technology and data engineering teams to ensure delivery plans are feasible, well-sequenced, and aligned to architectural and platform standards.
• Support adoption of Wealth Management Data Cloud capabilities by defining user engagement plans, training needs, documentation, feedback loops, and change management approaches.
• Establish and monitor product success measures, including adoption, data availability, delivery progress, stakeholder satisfaction, and business impact.
• Identify opportunities to improve the Data Cloud operating model, including intake processes, prioritization routines, ownership models, delivery transparency, and issue escalation.
• Promote strong data management practices, including data quality, lineage, ownership, controls, entitlementing, metadata, and governance alignment in partnership with key partners and stakeholders

Required Qualifications:

• Experience in product management, data capabilities, data platforms, business management, strategy, project management, technology delivery, or a related function.
• Demonstrated ability to manage complex, cross-functional initiatives involving business, technology, data, and senior stakeholder groups.
• Strong project and program management skills, including roadmap development, milestone tracking, dependency management, risk identification, and issue resolution.
• Ability to translate business needs into clear product requirements and prioritize competing demands based on strategic…