Asset Movement Platforms Product Owner - Assistant Vice President
About the role
The Assistant Vice President role sits within the Wealth Management Field Experience & Platforms (FPE) Asset Movement Platforms team and partners closely with Product, Technology, Operations, Legal, Risk, Compliance, and Audit stakeholders. The position is focused on delivering data-driven insights, reporting, and analytics to support money movement platform strategy, feature scoping, business case development, operational performance monitoring, and control/audit readiness.
Responsibilities
- Own and deliver recurring and ad hoc reporting for Asset Movement platforms, including business metrics, operational KPIs, and trend analysis for leadership, product owners, and partner teams.
- Translate business questions into clear analytical approaches (metric definitions, data requirements, assumptions, and methodology) and communicate findings in an executive-ready format.
- Partner with Product Owners and/or serve as a Product Owner to scope features and develop business cases using data-driven insights (e.g., volume sizing, client impact, adoption forecasting, exception/defect trends, throughput, and cost-to-serve indicators).
- Build, maintain, and enhance dashboards and self-service reporting (e.g., Tableau) to improve transparency into platform health, adoption, and business outcomes; ensure outputs are accurate, repeatable, and well-documented.
- Perform deep-dive analyses on platform performance and operational outcomes (e.g., failure rates, exception handling, SLA adherence), identify drivers/root causes, and recommend actionable improvements.
- Respond to time-sensitive data requests from Legal, Risk, Compliance, and Audit by producing accurate historical transaction details, standardized metric definitions, and supporting documentation with clear lineage and assumptions.
- Support data controls and audit evidence by implementing/monitoring data quality checks (e.g., completeness, timeliness, accuracy) and maintaining traceable documentation for reporting artifacts.
- Conduct hands-on data quality investigations and clean-ups, including identifying data gaps, reconciling discrepancies across sources, validating integrity of key fields, and coordinating remediation with Technology and Operations.
- Support data governance for Asset Movement payment application data by helping define and maintain data definitions, business rules, data dictionaries, and metric calculation logic to ensure consistent reporting across stakeholders.
- Collaborate with Technology partners on data pipelines and ETL processes (source-to-target mapping, transformation logic, validation) and troubleshoot data issues impacting reporting and analytics deliverables.
Requirements
- Must be highly motivated and an independent leader with a strong work ethic and ownership mindset.
- Prior business analyst and leadership skills preferred.
- Strong analytical and problem-solving skills with demonstrated ability to use data to solve business problems and influence decisions.
- Intermediate SQL proficiency (joins, aggregations, basic window functions; ability to validate results and troubleshoot anomalies).
- Working knowledge of ETL and data pipeline concepts (data sourcing, transformations, scheduling/monitoring, reconciliation and validation).
- Experience producing dashboards and reporting solutions; Tableau experience preferred.
- Familiarity with analytics workflow tools (e.g., Dataiku) preferred; ability to build repeatable, well-documented analytical workflows.
- Strong data hygiene skills: data clean-up, deduplication, normalization, integrity checks, and reconciliation across multiple sources.
- Able to define metrics/KPIs precisely (definitions, calculation logic, assumptions) and ensure consistency across stakeholders.
- Strong written and verbal communication skills in both business and technical contexts; ability to present insights clearly and concisely to senior stakeholders.
- High attention to detail and strong organizational skills; ability to manage multiple priorities and deliver accurate outputs under tight timelines.
- Proficiency in Microsoft Excel and PowerPoint (for analysis, summarization, and executive-ready materials).
Qualifications
- BA or BS preferred but not required.
Skills
- Must have a BA or BS preferred but not required.
Benefits
Morgan Stanley offers a competitive benefits package, including health insurance, retirement plans, and paid time off. The company also provides opportunities for professional development and advancement through training programs and career coaching.
Pay
Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Schedule
The role is full-time and permanent.