AVP Product Owner, Wealth Platform

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

Job summary

Morgan Stanley in Purchase, NY seeks an Assistant Vice President to support the Traditional Investment Products Platforms within Wealth Management. You will drive strategic initiatives, lead reengineering efforts, and work across sales, product, and operations to improve advisor and client experiences.

The role emphasizes process digitization, risk awareness, and delivering measurable improvements in efficiency, accuracy, and control while partnering with senior leaders on the program life cycle.

Qualifications

• Bachelor's degree required.
• 5+ years of finance industry experience.
• Strong Excel skills and proficiency with MS Office.
• Highly organized with attention to detail.
• Ability to identify and elevate risks and optimize processes.
• Independent and team-oriented with strong communication.
• Ownership mindset and effective time management.
• Excellent written and verbal communication for senior management.

Responsibilities

• Lead initiatives within the Traditional Investment Products Platform Team.
• Collaborate with sales, product, and operations across Wealth Management.
• Manage program development life cycle and drive digitization efforts.
• Improve advisor/client experience and increase operational efficiency.
• Assess processes for optimization and manage risks accordingly.

Skills

Experience in finance

Excel proficiency

Attention to detail

Communication skills

Time management

Education

Bachelor's Degree

Tools

Excel

Job description

Morgan Stanley in Purchase, NY seeks an Assistant Vice President to support the Traditional Investment Products Platforms within Wealth Management. You will drive strategic initiatives, lead reengineering efforts, and work across sales, product, and operations to improve advisor and client experiences.

The role emphasizes process digitization, risk awareness, and delivering measurable improvements in efficiency, accuracy, and control while partnering with senior leaders on the program life cycle.