Advisory Platforms Product Owner - Vice President (Purchase)

Vice President, Advisory Platforms Product Owner

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary

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 for Morgan Stanley Advisors focusing on industry-leading 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.

Key Responsibilities

Key responsibilities will include but will not be limited to the following :

• As a Product owner manage the priorities of the squad and responsible for the accurate delivery of work from their squad, from initial project ideation, scope development, requirements documentation, through Platform testing and launch. Support the platform in the collection and resolution of user feedback for new and legacy functionality.
• 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 architecture, user flows and wireframes.

Qualifications

At least 9 years of experience as a key member of a wealth management home office platform team participating in the development lifecycle of successfully launched products / platforms. Experience with wealth management, portfolio construction and reporting platforms. Experience in working on Financial Advisor Trading Platforms measures is a plus. Experience in writing SQL and experience in extensive data analysis. Detail oriented with strong organizational skills. Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile and hybrid software development setting. Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment. Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders. Efficient at managing multiple tasks concurrently under deadline constraints. Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling platform vision. Prior professional trading experience or trading technology experience. Bachelor's degree in Business Management, Statistics, Computer Science, Engineering, Mathematics or related field is required. Securities Licenses are a plus but not required.