Job Information
Morgan Stanley Traditional Investments Platform - Product Owner VP in New York, New York
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 role is within Wealth Management in the Traditional Investments Products Business supporting products such as Mutual Funds, ETFs, Money Markets, 529s and UITs. The Traditional Investments Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management platforms with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency. These platforms include order submission, order management, middle office, and others supporting the end to end trading lifecycle. The candidate will work closely with the various groups within the different business areas (sales, product, operations, technology, legal, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle, including requirements/stories, testing, release and ongoing support.
Responsibilities * Facilitate product development lifecycle from defining product vision/scope and delivery roadmaps, creating testing and release plans, and managing ongoing platform needs * Collaborate with key stakeholders from business, technology, operations, legal & compliance to capture requirements * Identify and create user stories, use cases, workflows, and business processes that align with the stakeholders need and overall platform goals. * Build and maintain a product backlog – identify, groom, and validate user stories * Lead backlog refinement and sprint planning sessions to communicate requirements and drive consensus with squad and program stakeholders * Work closely with Technology as key partner, interfacing back with business and operations teams to ensure alignment and transparency * Prepare presentations, user demos, and status updates * Gather feedback to identify and prioritize gaps, enhancements, and new features
Ideal candidate will have 7 years of relevant finance industry experience
Ability to formulate key business and platform requirements/stories consistent to Traditional Investment Products business objectives
Problem solving and critical thinking skills with the ability to identify and escalate risks
Ability to take direction and work independently, as well as in a team environment
Ability to understand, manage, and negotiate the needs of partners and stakeholders, and translate them into actionable stories for development
Demonstrated ability to lead and drive results in a matrixed environment, capable of influencing and building alignment across stakeholders
Ability to understand complex processes and translate across teams and senior leadership
Firm understanding of the importance of accuracy in quality of work/downstream impacts
Excellent written and verbal communication skills and ability to effectively interact with senior management
Strong reasoning and problem-solving skills and ability to think and act like an owner
Ability to manage and negotiate across partners
Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
High level of organizational skills and attention to detail
Project or platform management experience
-Experience with Agile Methodology, including project planning, story writing, resource/capacity management, workflow creation, process mapping and design, etc. (as a Product Owner is a plus)
-Familiarity with Mutual Funds, 529s or UITs is a plus
Proficiency in Microsoft Office, with a particular strength in Microsoft Excel and PowerPoint is required; Microsoft Visio is a plus
Ability to multi-task in a fast-paced, changing environment
Bachelor's Degree
Expected base pay rates for the role will be between $110,000 and $185,000 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Job: *Business Analysis
Title: Traditional Investments Platform - Product Owner VP
Location: New York-New York
Requisition ID: 3257555
