529 Plan Product Manager — Platform & Training Lead

Morgan Stanley

Purchase (NY)

On-site

USD 100,000 - 140,000

Full time

36 hours ago
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Job summary

Morgan Stanley Wealth Management is seeking a professional to manage and grow the 529 Plans platform. You will collaborate with Legal, Risk, Compliance, Operations, Technology, and Plan/Asset Managers to deliver client-focused solutions.

The role blends product expertise, project management, and field support to improve processing, communications, and governance while ensuring adherence to firm policies and controls.

Qualifications

  • Bachelor’s degree required; relevant professional credential is a plus.

Responsibilities

  • Support and help manage continued growth of a platform of 27 529 Plans with $20B in AUM.

Skills

Wealth management
Product management
Project management
Client service
Regulatory knowledge
Excel
PowerPoint
Outlook
Word
Teams

Education

Bachelor’s degree

Tools

Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Word
Microsoft Teams

Job description

Morgan Stanley Wealth Management is seeking a professional to manage and grow the 529 Plans platform. You will collaborate with Legal, Risk, Compliance, Operations, Technology, and Plan/Asset Managers to deliver client-focused solutions.

The role blends product expertise, project management, and field support to improve processing, communications, and governance while ensuring adherence to firm policies and controls.

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