Assistant Vice President, Platforms - EquityZen

Morgan Stanley; New York (NY); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Wellness support

Financial planning assistance

Job summary

Morgan Stanley is seeking an Assistant Vice President for Wealth Management Platforms in New York. The role involves driving the EquityZen platform through complex initiatives, focusing on user experience, and collaborating with design and engineering teams.

The ideal candidate will have over 3 years of Product Management experience, with a strong background in Fintech or Wealthtech. Competitive compensation is offered, along with comprehensive employee benefits aimed at supporting work-life balance.

Qualifications

• 3+ years of experience as a Product Manager in a technology startup.
• Proven experience in shipping complex products in a lean and agile organization.
• Strong understanding of user-centered design principles and collaboration with engineering and design teams.

Responsibilities

• Drive the EquityZen platform forward through complex projects.
• Partner directly with design/engineering to enhance user experience.
• Support platform incidents and manage product roll-out strategies.

Skills

Product Management

User-Centered Design

Collaboration with Engineering

Analytical Skills

Experience in Fintech and Wealthtech

Education

Undergraduate degree in Technology, Finance, or Economics

Tools

Mixpanel

Google Analytics

SQL

Job description

Assistant Vice President, Platforms – EquityZen

Wealth Management Platforms
Location: New York Plaza, NY

Responsibilities

• Responsible for working on complicated, complex, and time‑sensitive initiatives that help push the EquityZen platform forward.
• Focus on user experience by partnering directly with design and engineering teams to build accessible, user‑centric products.
• Work closely with senior product leadership to aid in the execution of the company roadmap.
• Write detailed specs and business‑facing documentation, manage project execution, conduct user acceptance testing (UAT), A/B test, wireframe, and define product roll‑out strategies.
• Provide support for platform incidents and training for impending releases.
• Develop meticulous technical and external‑facing documentation, including API specifications and integration guides, to support seamless internal development.
• Process, review, and interpret large bodies of qualitative data, quantitative data, and macro business trends to uncover new insights and iterate on original ideas.
• Collaborate closely with Engineering to ensure the timely delivery of releases and products in a lean, agile environment.
• Work closely with Sales, Operations, Compliance, and other internal teams to collect feedback and inform current and future product stories and enhancements.

Skills Required

• 3+ years of experience as a Product Manager, preferably at a technology startup, with a track record of shipping complex products in a lean and agile organization.
• Undergraduate degree, preferably with a concentration in Technology, Finance, or Economics.
• Previous experience in Fintech, Wealthtech, private markets, or a highly regulated industry is strongly preferred.
• Proven experience working directly with senior leadership to translate company vision into actionable product roadmaps.
• Demonstrated ability to manage the entire product lifecycle—from ideation and writing detailed specs to project execution and defining go‑to‑market strategies.
• Strong understanding of user‑centered design principles, ability to wireframe, and professional experience partnering directly with engineering and UI/UX design teams.
• A creative problem solver who is highly analytical, able to incorporate quantitative data, qualitative insights, and macro business trends to pivot and iterate on original ideas.
• Hands‑on experience designing, running, and analyzing A/B tests to drive adoption and engagement, utilizing analytics platforms such as Mixpanel, Google Analytics, and SQL.

Compensation

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, and other benefits.

Benefits

Morgan Stanley offers comprehensive employee benefits and perks across health, wellness, and financial planning. Employees receive support and empowerment throughout their work-life journey.

Equal Opportunity Employer

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.