Director - Product Owner FA Platforms (Wealth Management)

Morgan Stanley; Mumbai; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Morgan Stanley Wealth Management seeks a talented Business Analyst to join the Field Business Management Platforms team, supporting product owners and delivering field-facing experiences for Advisors, Branch Managers and Support Professionals.

You will work with business, technology, UX, risk and compliance to drive requirements, prioritise features and measure success of digital planning tools across Morgan Stanley's wealth management ecosystem.

Qualifications

• Bachelor's degree required.
• Masters degree preferred.

Responsibilities

• Own and prioritize product roadmap and release planning; communicate business requirements.
• Support critical user journeys, use cases, and workflows aligned with product goals.
• Groom and validate epics and user stories for agile sprints; backlog refinement.
• Collaborate with stakeholders from business, technology, UX, risk, compliance to elicit requirements.
• Prepare presentations, demos, and status updates; track KPIs and adoption metrics.

Education

Bachelor's degree

Master's degree

Job description

Company Profile

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.At Morgan Stanley India, we support the Firms global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firms infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, theres ample opportunity to move across the businesses.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.

Division Profile

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary

We are seeking a talented and motivated Business Analyst to join the Morgan Stanley Wealth Management Field Business Management Platforms team. The Field Business Management Platforms team defines and drives the internal teaming, joint production and revenue reporting experiences for Morgan Stanley Financial Advisors, Branch Managers and Support Professionals. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest field business management tools for our Wealth Management Field Users. This role will focus specifically on supporting product owners on the Field Business Management and Finance Fleet to help execute against business objectives and deliver on the product roadmap for Morgan Stanleys Wealth Management Field Business Management organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative processes and platforms for Morgan Stanleys Wealth Management Field.

Key Responsibilities

Key responsibilities will include but will not be limited to the following:

• Execute product owner role and prioritization of product roadmap, release planning, and development and communication of business requirements
• Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs
• Support prioritized product backlog identify, groom, and validate epics and user stories for agile sprints
• Assist with backlog refinement and sprint planning ceremonies to communicate requirements
• Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed
• Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanleys digital planning solutions
• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
• Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements
• Prepare presentations, user demos, and status updates
• Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features
• Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps
• Team up with program management office to effectively organize and plan product releases
• Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption
• Develop and maintain a system for measuring the success of these products and experiences, using data-driven insights to refine and improve solutions continually
• Define the vision, product strategy, and roadmap for the product portfolio by conducting rigorous analysis to identify the unique needs and pain points of mid-market small businesses and transforming those insights into actionable deliverables.

Experience

Bachelors degree required. Masters degree .