Head Product Owner for Digital Client Experience Platforms - Executive Director

Morgan Stanley; Mumbai; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

Morgan Stanley in Mumbai seeks an Executive Director to lead the Wealth Management Platforms initiative, driving strategic programs that enhance platform capabilities and client experiences. You will collaborate with cross-functional teams to deliver innovative solutions tailored to client needs and business growth.

The role involves managing 30+ FTEs, overseeing strategy, execution, risk, and stakeholder communication, with accountability for budget and performance in a fast-paced, global

Qualifications

• Bachelor's degree in finance, economics, technology or related field.
• Experience: 17+ years in Product Owner roles with 7+ years in people management.
• Financial services domain experience preferred.

Responsibilities

• Strategic Leadership: define and advance a vision for digital client experience platforms.
• Team Management: lead a large team of product owners focused on digital platforms.
• Stakeholder Engagement: coordinate with technology, marketing and customer service.
• Product Development Oversight: supervise lifecycle of platform features for self-directed experiences.
• Backlog Management: prioritize features to maximize client impact.
• Market Analysis: monitor digital trends and client feedback to stay competitive.
• Performance Metrics: define and track KPIs for client engagement.
• Risk Management: ensure regulatory compliance and data security in platforms.
• Budget Management: oversee resource allocation for platform initiatives.
• Innovation: foster a culture of experimentation and continuous improvement.

Skills

Agile delivery

Portfolio Analytics

Stakeholder management

People management

Digital platforms

Client onboarding

Education

Bachelor's degree in Finance / Economics / Technology

Job description

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

As an Executive Director in wealth management platforms, the candidate plays a pivotal role in overseeing the development and execution of strategic initiatives that enhance platform capabilities and client experiences. They will collaborate with cross-functional teams to ensure the delivery of innovative solutions tailored to meet the esteemed clients and drive business growth.

The Wealth Management Platforms Head of DCEP PO team will serve as an escalation point to both the team and US-based Platforms partners, manage changing priorities, fluidity, knowledge transfer and be responsible for creating a culture of excellence and growth. With a span of control of 30+ FTEs, the role encompasses Strategy & Planning, Execution & Coordination, Stakeholder communication, Sign-offs & Risk Management. The role reports into Head of WM Platforms, India.

Key Responsibilities

• Strategic Leadership: Develop and articulate a clear vision and strategy for digital client experience platforms that align with the broader goals of self-directed services. Ensure the product roadmap enhances the digital client journey and supports business objectives.
• Team Management: Lead and nurture a team of product owners focused on digital platforms. Promote a culture of innovation and continuous improvement, encouraging team members to stay ahead of digital trends and client expectations.
• Stakeholder Engagement: Serve as the primary point of contact between the product team and key stakeholders, including technology, marketing, and customer service departments. Ensure stakeholder feedback is integrated into the product development process to enhance client experiences.
• Product Development Oversight: Oversee the development lifecycle of digital platforms, ensuring timely delivery of features that enhance the self-directed client experience. Maintain high standards of quality and usability.
• Prioritization and Backlog Management: Guide the team in prioritizing features that enhance digital client interactions. Manage the product backlog to ensure the most impactful features are developed and released first.
• Market Analysis and Research: Continuously monitor digital trends, competitor offerings, and client feedback to inform product decisions. Leverage insights to maintain a competitive edge in digital client experiences.
• Performance Metrics and Reporting: Establish and track key performance indicators (KPIs) specific to digital client engagement and satisfaction. Use data-driven insights to optimize platform offerings and report on performance to stakeholders.
• Risk Management: Identify and mitigate risks associated with digital platform development, ensuring compliance with industry regulations and standards. Implement strategies to safeguard client data and platform integrity.
• Budget Management: Oversee the budget for digital platform development, ensuring efficient allocation of resources to meet strategic goals and enhance client experiences.
• Innovation and Continuous Improvement: Foster a culture of innovation within the team, encouraging exploration of new technologies and methodologies to improve digital client experiences. Continuously seek feedback and implement improvements.

Experience

Minimum Bachelor's degree in finance, economics, technology or related field, or an equivalent combination of training and experience requiredMinimum 17+ years of relevant Product Owner experience with 7+ years of people management experience, including senior team members, officers. Minimum 10+ years' experience in financial services / program managementPartnering with various internal groups and stakeholders across different regions

Skills Required

• Strong experience of Business processes. Experience with Agile methodologies, delivery practices and reporting.
• Past hands-on experience in Portfolio Analytics is encouraged.
• Deeper understanding of domain - Client onboarding, Planning, Advice, Lending, Financials is preferred.
• Exceptional Stakeholder management skills, able to build report and trust globallyExcellent Communication skills
• Exceptional people manager, culture-setter, proven team skills - building and scaling big teams
• Accountability : Possessing strong sense of accountability and relationship building
• Problem Solving: Self-starter with excellent problem-solving and analytical skills with distinctive thought leadership and ability to handle several tasks concurrently under tight deadlines
• Superior active listening, res .