Workplace Salesforce Product Team - Wealth Management Platforms, AVP

PowerToFly; Calgary; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading global financial services firm is seeking an innovative Assistant Vice President for the Salesforce Product team within its Wealth Management Platforms. This role will involve serving as a subject matter expert and developing product strategies to enhance operations. Ideal candidates have significant experience in Salesforce administration and digital product management, with a keen analytical mindset and excellent communication skills. They will work closely with business partners to uncover unmet needs and ensure quality service delivery.

Benefits

Comprehensive employee benefits

Supportive environment for professional growth

Diversity and inclusion initiatives

Qualifications

• Work experience as a Salesforce administrator, especially in process automation.
• 3-5 years in Digital Product Management or Strategy in Financial Services.
• Proven ability to collaborate with various levels of employees.

Responsibilities

• Be the key subject matter expert for sales and client management experiences.
• Develop a prioritized backlog to meet business demand for users.
• Lead initiatives from the ground-up and deliver on complex projects.

Skills

Salesforce administration

Digital Product Management

Excellent communication skills

Analytical aptitude

Organizational skills

Collaboration skills

Process automation

Customer success orientation

Education

Bachelor's Degree in business, finance or related field

Tools

Excel

PowerPoint

Visio

Word

Job description

Wealth Management Platforms, Workplace Salesforce Product Team, AVP

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. We share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.

We know a lot about investing and are certain that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company.

Within Morgan Stanley, the Product team is responsible for a comprehensive B2B, B2C, and B2B2C offering designed to help companies and their employees meet their financial goals through trusted and modern workplace financial digital solutions.

Position Summary:

We are seeking an innovative, driven professional to join us as Assistant Vice President in the Salesforce Product team within our Wealth Management Platforms team. You will become part of the B2B Salesforce Product team responsible for the B2B Operations product lifecycle within our Workplace Salesforce instance, including agile ceremonies, requirements gathering, and working closely with business partners to uncover unmet needs.

This individual will serve as the key subject matter expert for business and technical partners for our sales and client management experiences within Salesforce, and be responsible for developing a prioritized backlog that ensures we can meet business demand for our users within Salesforce.

Qualifications

• Work experience as a Salesforce administrator; consulting experience and especially process automation using Salesforce preferred.
• Bachelor’s Degree in business, finance or related field/experience preferred.
• 3-5 years of experience in Digital Product Management, Management Consulting or Strategy within the Financial Services industry.
• Previous experience working with large or multi-national companies helpful.
• Sets and carries out objectives, and fosters a culture of performance, continuous improvement.
• Excellent partnering skills; proven ability to collaborate with various levels of employees.
• Proven ability to seamlessly navigate and shift between strategic thinking and tactical activities.
• Excellent analytical aptitude, sound judgment and experience with Excel or other data analysis tools.
• Able to identify operational and strategic issues and proactively drive solutions.
• Enjoys building initiatives from the ground‑up and delivering on complex projects.
• Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement.
• Excellent communication skills and a proven ability to develop rapport and credibility across the organization.
• Self‑starter with ability to lead new projects proactively and resourcefully.
• Ability to thoughtfully utilize data/metrics to inform business decisions.
• Detail oriented with strong organizational, analytical and written communication skills.
• Flexible, team player with the ability to think creatively and strategically.
• Expert proficiency with Excel, Word, Visio and PowerPoint required.
• Experience managing the Salesforce integration of Pardot and Salesforce to Salesforce connection an asset.
• Positive contributor to our team’s culture.

What You Can Expect From Morgan Stanley:

We are committed to maintaining the first‑class service and high standard of excellence that has defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions every day.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and brightest, in an environment where you are supported and empowered. We offer some of the most attractive and comprehensive employee benefits and perks in the industry.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.