Advisor Desktop Product Owner, Assistant Vice President

711 MS Smith Barney, LLC; New York (NY); Sur place; USD 85 000 - 140 000; Plein temps

Résumé du poste

Morgan Stanley is seeking an Advisor Desktop Product Owner, Assistant Vice President to drive technology initiatives within the Wealth Management Platforms. The role focuses on translating advisor needs into scalable technology solutions for desktop and mobile platforms, balancing business realities with user-centric design.

The candidate will manage BAs/PMs, lead delivery of new solutions to field users, and ensure effective training and communication strategies, all while aligning with project

Qualifications

• 5+ years’ experience in the Financial Industry.
• Demonstrated experience with technology implementations and the entire SDLC process.
• Previous experience working with Financial/Wealth Advisors is highly desirable.
• Experience writing business requirements for large projects.
• Experience leading large scale technology initiatives.
• BA/BS Degree.
• Strong knowledge and interest in new technologies, from an end-user perspective.
• Excellent oral and written communication skills.
• Proficient in Microsoft Office applications.
• Proficient in Agile Methodology approach to technology delivery and project management.

Responsabilités

• Lead technology initiatives for Wealth Management Platforms.
• Translate business needs into technology requirements and system designs.
• Manage technology BAs/PMs to keep initiatives on track and budget.
• Deliver new solutions to field users including messaging and training.
• Review functional requirements and resolve issues for branches.

Connaissances

Financial industry experience

SDLC knowledge

Experience with Financial/Wealth Advis

Business requirements

Technology leadership

Bachelor degree

End-user tech interest

Communication skills

MS Office

Agile delivery

Formation

BA/BS Degree

Description du poste

Advisor Desktop Product Owner, Assistant Vice President Purchase, NY About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. The Wealth Management Field Experience & Platforms group manages the prioritization and implementation of the Wealth Management Division’s investments in technology tools and solutions for Financial Advisors and Support Professionals. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives.

What you’ll do in the role:

The platform we are continuously enhancing integrates a broad range of capabilities designed to support Financial Advisors and branch support and management staff. As an advocate for the user experience, the position involves working with end users to understand requirements, and the ability to translate those needs to systems developers. It will be necessary to support the existing business needs of MSWM branches, support staff, specialists and operational staff while also working to enhance the current technology platforms including both the desktop and mobile platforms. Note that this is a business-position rather than a technology position – it requires the ability to understand both sides of the equation and to provide necessary direction to the projects. The position requires leading working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions. The candidate must be able to manage technology BA’s/PM’s to keep initiatives on track and budget. The candidate must also be able to lead the full delivery of new solutions to field users including messaging to field leadership, training, field communication strategy & a support model. Additional responsibilities include review of Functional Requirements, and problem resolution on behalf of the branches.

Skills Required:

• At least 5 years’ experience in the Financial Industry
• Demonstrated experience with technology implementations and the entire SDLC process
• Previous experience working with Financial/Wealth Advisors is highly desirable
• Experience writing business requirements for large projects
• Experience leading large scale technology initiatives
• BA/BS Degree
• Strong knowledge and interest in new technologies, from an end-user perspective.
• Excellent oral and written communication skills.
• Proficient in Microsoft Office applications
• Proficient in Agile Methodology approach to technology delivery and project management

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.