Platforms Product Associate – FinTech & Private Markets

PowerToFly; New York (NY); On-site; USD 58,000 - 115,000; Full time

Job summary

EquityZen, a part of Morgan Stanley, seeks an Associate, Platforms to advance its Wealth Management platform products. You will work with senior leadership and design/engineering teams to deliver user-centric features and rigorous documentation.

Responsibilities include drafting specs, wireframes, UAT, API docs, and data-driven insights to guide product decisions. A startup mindset with strong communication is ideal.

Qualifications

• 1–3 years of product management or related experience in a tech startup or similar environment.
• Undergraduate degree, preferably in Technology, Finance, or Economics.
• Interest in Fintech/Wealthtech or regulated industries; experience with product lifecycle.
• Experience drafting specs, supporting execution, and launching products.
• Familiarity with user-centered design, wireframes, and collaboration with UI/UX.
• Strong quantitative and qualitative analytical skills; SQL a plus; effective communicator.

Responsibilities

• Support complex, time-sensitive initiatives to advance the EquityZen platform.
• Assist senior product leadership in executing the roadmap.
• Collaborate with design and engineering to build user-centric products.
• Draft specs, create wireframes, conduct UAT, and assist in A/B testing and rollouts.
• Provide platform incident support and release training.
• Develop API specs and integration guides for internal teams.
• Analyze usage data to uncover product insights and inform decisions.
• Participate in agile ceremonies and coordinate with engineering on releases.
• Gather feedback from Sales, Ops, Compliance, and other teams to shape product stories.

Skills

Product management

Analytical skills

Communication

Agile

SQL basics

Education

Bachelor's degree (Technology/Finance/Economics)

Tools

Mixpanel

Google Analytics

Job description

EquityZen, a part of Morgan Stanley, seeks an Associate, Platforms to advance its Wealth Management platform products. You will work with senior leadership and design/engineering teams to deliver user-centric features and rigorous documentation.

Responsibilities include drafting specs, wireframes, UAT, API docs, and data-driven insights to guide product decisions. A startup mindset with strong communication is ideal.