Product Owner - AVP

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

Job summary

Morgan Stanley in Purchase, NY, is seeking an Assistant Vice President to join the Traditional Investment Products Platform Team within Wealth Management. You will support platform initiatives, work with cross-functional teams, and help digitize processes to improve advisor and client experiences.

The role emphasizes project lifecycle management, problem solving, attention to detail, and independent work within a collaborative environment.

Qualifications

• Bachelor's degree required.
• 5+ years of finance industry experience.
• Strong Excel proficiency.
• Excellent written and verbal communication.
• Ability to work independently and as part of a team.
• Strong organizational skills and attention to detail.

Responsibilities

• Support the Traditional Investment Products (TIPS) Platform Team initiatives within Wealth Management.
• Collaborate with sales, product, operations, and other groups to manage program life cycles.
• Digitize processes and develop technology to improve advisor/client experience and efficiency.

Skills

Finance industry experience

Excel

Microsoft Office

Attention to detail

Problem-solving

Communication skills

Time management

Independent work

Team collaboration

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Traditional Investment Products - PlatformsAssistant Vice PresidentPurchase, NYMorgan 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.The role is within Wealth Management in the Traditional Investment Products (TIPS) Platform Team supporting products such as mutual funds, 529 plans and Unit Investment Trusts. The TIPS Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management products with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency. Examples of key initiatives include digitizing processes that were historically manual and developing technology to drive operational efficiency. The candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle.Qualifications:Bachelor's DegreeIdeal candidate will have 5+ years of relevant finance industry experienceProficiency in Microsoft Office with a particular strength in Microsoft Excel is requiredOrganized and attention to detail focusedProblem solving skills with the ability to identify and escalate risksAbility to critically assess process for optimization and the organization skills to drive continuous improvement to underlying function setAbility to take direction and work independently, as well as in a team environmentFirm understanding of the importance of accuracy in quality of work/downstream impactsExcellent written and verbal communication skills and ability to effectively interact with senior managementStrong reasoning and problem-solving skills and ability to think and act like an ownerEfficient time management skills / ability to prioritize competing urgent tasks that team is involved withHigh level of organizational skills and attention to detailWHAT 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 atthe 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 .