529 Plan Product Lead — AVP, Growth & Strategy

Morgan-Stanley; Town of Islip (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a dedicated professional to support a broad 529 Plans platform with $20B in assets under management. The role blends field coverage, product expertise, business management, and risk and control responsibilities.

You will develop scalable training, coordinate with Legal, Risk, Compliance, and Operations, and engage plan/asset managers and transfer agents to optimize client and field experiences while minimizing disruption during plan changes.

Qualifications

• Bachelor’s degree required; relevant professional credential is a plus.
• 3-5 or more years of relevant experience in Wealth Management, Investment Management, product development, product management, project management, operations, consulting, or a related field.
• Series 7 & 63 (or willingness to obtain within 180 days)
• Working knowledge of 529 Plans and ability to develop deep expertise in product structures, state tax considerations, legislative developments, estate planning applications, plan administration, transfers, processing, and regulatory requirements.
• Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, and Teams.
• Comfort using artificial intelligence and automation to improve efficiency while recognizing when human judgment, relationship management, and live interaction are essential.
• Strong client service and field support orientation, with the confidence to interact directly with Financial Advisors, Support Professionals, field management, plan/asset managers, transfer agents, vendors, and control partners.
• Highly organized and detail oriented, with ability to manage concurrent obligations and multiple strategic initiatives while meeting deadlines in a complex, highly regulated environment.
• Excellent verbal, written, interpersonal, presentation, facilitation, and training skills.
• Ability to think creatively and strategically with strong analytical, problem solving, project management, and execution capabilities.

Responsibilities

• Support and help manage continued growth of a platform of 27 529 Plans with $20B in AUM.
• Develop and deliver scalable training and communications for field audiences on Morgan Stanley 529 Plans, systems, available tools, and end-to-end 529 processing.
• Coordinate across Legal, Risk, Compliance, Operations, Technology, Platform, and other internal control functions to identify and mitigate business, operational, regulatory, product, and client risks.
• Engage Plan/Asset Managers, Transfer Agents (Recordkeepers), and other external parties to resolve inquiries, improve the client and field experiences, implement system enhancements, and maintain platform quality.
• Support contract amendments and implementation activities associated with plan/asset manager conversions and plan changes, ensuring timely execution and minimizing client disruption.
• Provide timely, high-quality service on specialized product, account, transfer, operational, and platform matters that require direct human engagement and informed judgment.
• Maintain and enhance the 529 Plan control environment, policies, procedures, governance documentation, and escalation protocols.
• Ensure plan conversions, fee changes, product changes, and related client and field communications are governed and implemented in accordance with Firm policies, approvals, and control standards.
• Ability to provide consistent client guidance and manage critical matters, field inquiries, and product support.

Skills

Analytical skills

Project management

Communication skills

Client service orientation

Detail oriented

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Outlook

Word

Teams

Job description

Morgan Stanley Wealth Management is seeking a dedicated professional to support a broad 529 Plans platform with $20B in assets under management. The role blends field coverage, product expertise, business management, and risk and control responsibilities.

You will develop scalable training, coordinate with Legal, Risk, Compliance, and Operations, and engage plan/asset managers and transfer agents to optimize client and field experiences while minimizing disruption during plan changes.