Capital Markets Product Owner - AVP

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

Job summary

Morgan Stanley's Wealth Management Platforms is seeking a product-focused analyst to drive capital markets digital solutions in Purchase, NY. You will partner with product owners, technology, UX, risk and compliance to define requirements, prioritized backlogs, and acceptance criteria for agile deliveries.

You will support data flows, user journeys, and KPI tracking while collaborating with business stakeholders to identify gaps and shape new features that enhance the digital planning tools used

Qualifications

• Capital Markets knowledge relevant for a product owner role.
• 3-5 years of software business or systems analysis delivering web or mobile apps in Agile/Scrum.
• Proven track record delivering digital products on time and within scope.
• Experience working in an Agile development environment.
• Excellent communication and ability to collaborate with cross-functional teams.
• BA or BS preferred, but not required.

Responsibilities

• Support product owners with definition and prioritization of the product roadmap, release planning, and business requirements communication.
• Assist with critical user journeys, use cases, workflows, and business processes aligned with product goals.
• Support backlog grooming and sprint planning to refine epics and user stories.
• Assist with backlog refinement and sprint ceremonies to communicate requirements.
• Specify acceptance criteria, review test cases, and oversee user acceptance testing as needed.
• Analyze data flows/models and diverse datasets to define requirements for planning solutions.
• Work with technology to ensure clear communication of requirements and rapid delivery of releases.
• Collaborate with stakeholders from business, technology, UX, risk, legal & compliance to elicit requirements.
• Prepare presentations, user demos, and status updates.
• Gather feedback to identify and prioritize gaps, enhancements, and new features.
• Collaborate with UI/UX to develop information architecture, user flows, wireframes, and design comps.
• Coordinate with program management to plan product releases.
• Define, collect, and track KPIs and usage metrics to drive adoption.

Skills

Capital Markets product knowledge

Software business or systems analysis

Agile / Scrum

Digital product delivery

Communication skills

Cross-functional collaboration

BA/BS preferred

Education

BA or BS degree preferred

Job description

Wealth Management Platforms

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 Product Platforms team is responsible for coordinating activities between the business (trading desk, sales, product, legal, compliance, risk, business control) and the Tech & Ops organizations. The Capital Markets Platform team covers the full suite of capital markets products, including Equities, Options, Fixed income, Syndicate, FX, Futures, etc. In this role, you will have the opportunity to become a subject matter expert in Capital Markets business flows, with an initial focus in Equities and Options, to help to renovate associated technical infrastructure and tools.

What you'll do in the role:

• Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements
• Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs
• Support prioritized product backlog identify, groom, and validate epics and user stories for agile sprints
• Assist with backlog refinement and sprint planning ceremonies to communicate requirements
• Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed
• Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions
• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
• Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements
• Prepare presentations, user demos, and status updates
• Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features
• Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps
• Team up with program management office to effectively organize and plan product releases
• Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption

Skills Required:

• Capital Markets product knowledge that can be leveraged for a product owner position
• 3-5 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process
• Proven track record of delivering successful digital products on time and within scope.
• Experience working in an Agile development environment.
• Excellent communication skills, including the ability to present complex information in a clear and concise manner.
• Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
• BA or BS preferred, but not required

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.

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