Product Management – Digital Client Experience - Assistant Vice President

We are seeking a talented and motivated individual to join the Morgan Stanley Wealth Management Platforms team. Our team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients.

About the role

In the Assistant Vice President role, you will contribute to the creation and ongoing success of the latest digital solutions for our clients. You will focus on key customer experiences, including:

• Profile maintenance including contact and KYC (Know Your Customer) information
• Market data experiences where clients can buy various offerings
• Account preferences including trading, display, and personalization settings
• Beneficiary and beneficial owner management for estate planning purposes
• Financial Advisor and Customer Service features to support customer inquiries, messages, and status updates

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 strives 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
• Chief Operating Office

Responsibilities

• Act as Product Owner for the Account Maintenance feature set for both E*TRADE and Morgan Stanley web and mobile platforms, developing strategy for the experiences across various client segments.
• Support product discovery through various stages of defining the problem, acting as a thought leader for the features, and understanding client needs and wants to enable users to personalize and customize their digital platform, driving increased feature adoption.
• Partner closely with internal stakeholders in technology, delivery, and testing to ensure successful execution and consistent alignment to create robust web and mobile experiences that improve the firm’s compliance with regulatory agencies.
• Host leadership and stakeholder presentations, responsible for planning, material creation, preparation, execution, and follow-through resulting in optimization or overhaul of workflows to enable self-servicing of routine items, enabling scalability of the client base.
• Represent the team and liaise with user experience, technology, stakeholders, project managers, and others to convey the business strategy of planned or ongoing work.

Requirements

• 5+ years of experience managing digital web or mobile products
• Record of accomplishment of successful program delivery, thought leadership, and ability to manage stakeholders
• Agile development experience
• Preferred: Finance industry experience, particularly investments
• Must be curious, able to articulate complicated concepts, and willing to learn technical details

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. We do this in a differentiated way, and we’ve done so for 90 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make every day to do what's best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Pay

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.