Product Manager - Assistant Vice President

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

Job summary

Morgan Stanley Wealth Management Platforms team is seeking a talented product manager to shape digital client experiences for Morgan Stanley and E*TRADE clients. In the AVP role, you will contribute to the creation and ongoing success of digital solutions, supporting the product team in defining, building, and reviewing end-to-end service communications.

You will bring a strong product management skillset, be data-driven and able to drive improvements.

Qualifications

• 5+ years of experience managing digital web or mobile products.
• Record of accomplishment of successful program delivery, thought leadership, and ability to manage stakeholders.
• Bachelor’s degree is required.
• Agile development experience.
• Preferred: Finance industry experience, particularly investments.
• Must be curious, able to articulate complicated concepts, and willing to learn technical details.
• Customer service insights: deep familiarity with customer service processes.
• Exceptional communication and relationship building skills: ability to interact at multiple levels and present clearly.

Responsibilities

• Disciplined Product Management: lead product development lifecycle with data-driven decisions.
• Roadmap Development & Management: build prioritized feature backlog and align with stakeholders.
• Strategic Prioritization: apply metrics-driven framework for value vs. effort.
• Success Metrics Tracking & Reporting: own KPIs for user and business outcomes.
• Stakeholder management: collaborate across business, technology, UX, and compliance.
• Risk Management: identify risks and mitigation strategies for roadmap delivery.
• Business Reviews: prepare and present progress, outcomes, and action items.

Skills

Product management

Agile development

Stakeholder management

Communication

Education

Bachelor’s degree

Job description

Firm Overview

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

New York Plaza, NYC

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Division Description

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 ten sub‑teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI UX Design & Research, Strategy & Execution, WM Platforms Risk and the Chief Operating Office.

Details

The Digital Client Experience & Platforms is responsible for all aspects of the digital client experience with focus on self‑directed bank, brokerage, and advised accounts. Consists of Mobile, Retail Web and Bank Platforms, Portfolio Analytics, Digital Advice & Transactions, and Account Opening teams. Within Platforms, the Digital Client Service team drives and defines the online customer experience for Morgan Stanley and E*TRADE servicing experiences. Our user experiences are targeted at users across the firm in a wide‑ranging set of self‑directed and advised products, including brokerage, retirement, banking, stock plan, and more. Our team is responsible for delivering the digital, client‑facing experience for these users.

Description

We are seeking a talented and motivated individual to join the Morgan Stanley Wealth Management Platforms team. Our team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients. In the Assistant Vice President role, you will contribute to the creation and on‑going success of the latest digital solutions for our clients. The individual in this role will be responsible for supporting our dynamic product team in defining, building, and reviewing end‑to‑end digital service communication experiences for a variety of products at Morgan Stanley / E*TRADE. The applicant should bring a strong product management skillset with key focus on providing a best‑in‑class end user experience, understanding the competitive landscape, and the ability to drive improvements and change using a data‑driven approach. Partnership and collaboration with a variety of groups across the firm will be key to success.

What You’ll Do In The Role

• Disciplined Product Management: Lead the product development life cycle, including problem definition, solution discovery, and post launch results optimization. Data driven approach to decisions informed by usage, client feedback, competitive and business intelligence.
• Roadmap Development & Management:Build and maintain prioritized feature backlogin jira and define product roadmap by partnering closely with key stakeholders, including technology, service, UX, Legal, Risk, compliance, Data and Digital Product teams to align on impact and delivery timelines.
• Strategic Prioritization:Priority management with a sound metrics driven framework for a balanced approach to trade‑offs between value add and resource investment.
• Success Metrics Tracking & Reporting:Ownership of Key Performance Indicators (KPIs) for continuous optimization of client service and support.
• Stakeholder management:Collaborate with stakeholders from business, technology, UX, customer service, Ops, and legal & compliance to elicit requirements.
• Risk Management: Identify potential risk and issues that may impact roadmap delivery and develop mitigation strategies to address them proactively.
• Business Reviews:Orchestrate business reviews and update forums for the project progress and delivery. Responsible for planning, material creation, preparation, execution, and follow through of discussion items.

Business Skills

• Looking for a highly motivated individual with strong critical thinking, written and verbal communication, and organization skills.
• Naturally curious, analytical, and data‑driven
• Self‑starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goal
• Experience collaborating with UI/UX designers and developers to deliver client‑friendly products and user experiences

Qualifications

• 5+ years of experience managing digital web or mobile products
• Record of accomplishment of successful program delivery, thought leadership, and ability to manage stakeholders
• Bachelor’s degree is required
• Agile development experience
• Preferred: Finance industry experience, particularly investments
• Must be curious, able to articulate complicated concepts, and willing to learn technical details
• Customer service insights: deep familiarity with customer service processes
• Exceptional communication and relationship building skills: Ability to interact at multiple levels of the organization and tailor messaging appropriately. Strong presentation and PowerPoint skills.

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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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.