Advisor Desktop Product Owner, Assistant Vice President

Morgan-Stanley; Town of Islip (NY); In loco; USD 84.000 - 140.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley is seeking an Advisor Desktop Product Owner, Assistant Vice President in Purchase, NY. The role focuses on user experience, translating business needs into technology solutions, and guiding BA/PM teams to deliver changes for Financial Advisors and branch staff.

The position emphasizes understanding both business and technology perspectives, leading cross-functional teams, and delivering end-to-end solutions with strong communication and training components.

Competenze

• At least 5 years’ experience in the Financial Industry.
• Experience with technology implementations and the full SDLC.
• Experience writing business requirements for large projects.
• Experience leading large-scale technology initiatives.

Mansioni

• Translate user requirements into actionable tech specs for developers.
• Lead and coordinate BAs/PMs to keep initiatives on track and budget.
• Deliver new solutions to field users including messaging to field leadership, training and support model.
• Review functional requirements and resolve issues for branches.

Conoscenze

Financial industry experience

SDLC experience

Business requirements writing

Project management

Agile delivery

End-user focus

Communication skills

Formazione

BA/BS degree

Strumenti

Microsoft Office

Descrizione del lavoro

Advisor Desktop Product Owner, Assistant Vice PresidentPurchase, NYAbout Morgan StanleyMorgan 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 OverviewIn the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goalsWealth 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 IndustryDemonstrated experience with technology implementations and the entire SDLC processPrevious experience working with Financial/Wealth Advisors is highly desirableExperience writing business requirements for large projectsExperience leading large scale technology initiativesBA/BS DegreeStrong knowledge and interest in new technologies, from an end-user perspective.Excellent oral and written communication skills.Proficient in Microsoft Office applicationsProficient in Agile Methodology approach to technology delivery and project managementWHAT 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 .