Advisory Platforms Product Owner – Vice President
Wealth Management Platforms – Purchase, NY The Wealth Management Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience. We are looking for a talented and enthusiastic Product Owner to join our team. Responsibilities Manage squad priorities and take responsibility for the successful delivery of technology changes, from initial project ideation, scope development, requirements documentation, through to platform testing and launch. 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. Gather, organize and assimilate 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. Collaborate with the UI/UX team to develop information/interaction architecture, user flows and wireframes. Support the platform in collecting and resolving user feedback for new and legacy functionality. Required Skills 9.5 years minimum of transferrable experience across work and higher education. Relevant experience in platforms, investment product / investment advisory solutions, wealth management, data management and analysis, or workflow. Attention to detail and strong organizational skills. Proficiency in defining, analyzing, documenting, and communicating product and software requirements in waterfall, agile, and hybrid development settings. Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling platform vision. Self‑starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast‑paced, dynamic environment. Polished written and verbal communication skills to effectively interact and influence a diverse set of business and technical stakeholders. Efficient at managing multiple tasks concurrently under deadline constraints. Bachelor’s degree in Business Management, Statistics, Computer Science, Engineering, Mathematics or related field. Expected base pay range: $110,000–$190,000 per year. Compensation may also include commission earnings, incentive compensation, discretionary bonuses, and other incentive packages. 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. For more information, please visit https://www.morganstanley.com/people-opportunities/eeo. J-18808-Ljbffr
