Business Analyst / Product Owner – KYC Workflow Transformation - Director (AVP Equivalent)

PowerToFly; Glasgow; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Glasgow is seeking a dynamic Business Analyst / Proxy Product Owner to drive the transformation of KYC and client maintenance processes. This role involves leading analysis for onboarding, collaborating with stakeholders, and supporting change initiatives in a fast-paced environment. The ideal candidate should possess strong analytical skills, experience in KYC, and be able to work effectively both independently and in teams. This position offers competitive benefits and opportunities for professional growth.

Benefits

Comprehensive employee benefits

Flexible working arrangements

Opportunity for professional growth

Qualifications

• Experience in Client Due Diligence or Client Lifecycle Management.
• Proven ability to deliver change in fast-paced environments.
• Strong knowledge of regulatory frameworks.

Responsibilities

• Act as a Proxy Product Owner supporting strategic KYC initiatives.
• Lead business analysis for onboarding and due diligence processes.
• Collaborate to define and document user stories and business requirements.

Skills

Experience in KYC

Strong analytical and problem-solving mindset

Excellent communication skills

Ability to manage complex requirements

Experience in Agile delivery

Job description

We’re looking for a dynamic Business Analyst / Proxy Product Owner to join our KYC Workflow squadron and help drive the transformation of our KYC and ongoing Client maintenance processes. This is part of a wider system modernization initiative, moving legacy and manual onboarding processes to our new in-house platform, PipeX.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within the [RECRUITER to add standard JA JOB FAMILY Description based on Job Profile].

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What You’ll Do

• Act as a Proxy Product Owner within Agile squads, supporting the delivery of strategic KYC initiatives.
• Lead business analysis for onboarding, due diligence, and event-driven review processes.
• Collaborate with stakeholders to define and document user stories, business requirements, and solution options.
• Support planning, roadmapping, and prioritization of change initiatives.
• Design and coordinate UAT and Front-to-Back testing, ensuring quality delivery.
• Maintain project documentation including status reports, RAID logs, and governance materials.
• Help define and track squad KPIs and benefits to ensure maximum value delivery.
• Coach junior analysts and contribute to a collaborative team culture.

What You’ll Bring

• Experience in KYC, Client Due Diligence, or Client Lifecycle Management.
• Strong understanding of regulatory frameworks and process transformation.
• Proven ability to manage complex requirements and deliver change in fast-paced environments.
• Excellent communication and stakeholder management skills.
• Strong analytical and problem-solving mindset.
• Ability to work independently and collaboratively across teams.
• Experience in Agile delivery and writing user stories.

Nice to Have

• Familiarity with Event Driven Reviews, KYC Refresh, and account opening processes.
• Awareness of international KYC regulations and industry best practices.
• Experience with in-house platform builds or migrations.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have 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 - 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.

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

Certified Persons Regulatory Requirements:

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 opportunities employer.

We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.