Digital Client Experience & Platforms – Assistant Vice President, Product Owner

We’re seeking someone to join our team as a Product Owner.

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.

The Digital Client Experience & Platforms Team is responsible for all aspects of the digital client experience with focus on self-directed bank, brokerage, and advised accounts. The team consists of Mobile, Retail Web and Bank Platforms, Portfolio Analytics, Digital Advice & Transactions, and Account Opening teams.

The Core Financials & Portfolio Analytics team supports and builds the key financials apps for Morgan Stanley and E*TRADE clients. The team is focused on a multi-year development plan to build a best-in-class client platform with rich feature sets that can satisfy a wide variety of client needs. The Product Owner will be a vital part of a dynamic team responsible for delivering the cutting edge digital client-facing experience across all digital platforms, including Morgan Stanley Online/Mobile, Shareworks and E*TRADE.

The Portfolio Analytics team is seeking a Product Owner who will drive the online and mobile Portfolio Analytics experiences on the unified digital platform. This PO will lead the squad to build and roll out our new income and performance reporting tools for Morgan Stanley and E*TRADE clients, and help to define our 3-year road map, including opportunities to leverage AI across both product functionality and delivery processes.

The Product Owner will:

• Contribute to all aspects of these initiatives, from meetings with stakeholders, to writing requirements, to delivering the technology products
• Collaborate closely with technology, business, and UX partners
• Engage in end-user research, data analysis, requirements writing, and design of new products
• Assist with testing strategies, end user testing, and test plan execution
• Present to senior management and key stakeholders
• Present project updates and analyses to executive management and stakeholder

• Experience as a digital product owner, business analyst, or equivalent, with agile/scrum delivery experience
• Strong understanding of UX principles and web/mobile technologies
• Exposure to securities, portfolios, and markets
• Excellent communication skills and ability to work across business, design, and technology teams
• Strong ownership mindset with the ability to drive priorities and outcomes
• Analytical, data-driven, and quick to learn, with experience using analytics to inform product decisions

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they 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 the 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.

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