Director - Product Owner -Advisory Supervision (Wealth Management)

Morgan Stanley; Garden City Beach (SC); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry leader is seeking a dynamic Product Owner to join its Wealth Management Platform team. This role involves overseeing the development of next-generation platforms, managing priorities, and collaborating with various stakeholders to enhance the Advisor and Client experience. The ideal candidate will possess extensive experience in wealth management, strong SQL and data analysis skills, and the ability to communicate effectively with diverse teams. This position offers a unique opportunity to contribute to innovative solutions in a fast-paced environment, making a significant impact on the financial services landscape.

Qualifications

• 5-8 years of experience in wealth management platform development.
• Strong skills in SQL and data analysis required.

Responsibilities

• Manage squad priorities and ensure accurate delivery of work.
• Document product feature prioritization and develop user stories.

Skills

Wealth Management

SQL

Data Analysis

Organizational Skills

Communication Skills

Project Management

Agile Methodologies

Client Risk Assessment

Education

Bachelor's degree in Business Management

Bachelor's degree in Statistics

Bachelor's degree in Computer Science

Bachelor's degree in Engineering

Bachelor's degree in Mathematics

Job description

Director - Product Owner - Advisory Supervision (Wealth Management)

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locations: COMMERZ III, OBEROI GARDEN CITY
time type: Full time
posted on: Posted 11 Days Ago
time left to apply: End Date: December 31, 2025 (30+ days left to apply)
job requisition id: PT-3263213

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment Management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal, and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Division Profile:

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace, and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary:

The Wealth Management Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and enthusiastic Product Owner to join our team.

As a senior Product Owner on the Advisory Platform team, you will be responsible for the squad that delivers the next-generation Wealth Management platform for Morgan Stanley Advisors focusing on Risk and Supervision of Client Accounts.

Key Responsibilities:

1. Manage the priorities of the squad and be responsible for the accurate delivery of work from their squad, from initial project ideation, scope development, requirements documentation, through platform testing and launch.
2. Support the platform in the collection and resolution of user feedback for new and legacy functionality.
3. Document overall product feature prioritization, develop user stories, and work within agile teams.
4. Participate in platform design and development and monitor implementation timelines across different product/feature teams.
5. Map out critical workflows and business processes to realize product/program goals.
6. Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.
7. Conduct requirement review sessions with program stakeholders.
8. Conduct requirements elicitation workshops and meetings with business, technology, legal, risk, and compliance stakeholders.
9. Partner with program management to plan and monitor overall product/program releases.
10. Assist with the development of adequate launch support across non-technology teams, including Field and Service Operations, Legal, Risk, Compliance, and Platform teams.
11. Specify acceptance criteria and scenarios and perform user acceptance testing as needed.

Qualifications:

1. At least 5-8 years of experience as a key member of a wealth management home office platform team participating in the development lifecycle of successfully launched products/platforms.
2. Experience with wealth management, portfolio construction, and reporting platforms.
3. Experience in working on Client Risk and Volatility measures is a plus.
4. Experience in writing SQL and experience in extensive data analysis.
5. Detail-oriented with strong organizational skills.
6. Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile, and hybrid software development setting.
7. Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment.
8. Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders.
9. Efficient at managing multiple tasks concurrently under deadline constraints.
10. Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling platform vision.
11. Prior professional trading experience or trading technology experience. Bachelor's degree in Business Management, Statistics, Computer Science, Engineering, Mathematics, or related field is required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.