Vice President - Product Manager - Client Data & Field Account Opening (Wealth Management)

Morgan Stanley; Garden City Beach (SC); On-site; USD 90,000 - 160,000; Full time

Job summary

Join a forward-thinking company as a Vice President - Product Manager, where you will lead the development of innovative digital solutions in Wealth Management. This role is pivotal in supporting Financial Advisors and ensuring seamless client experiences. With a strong emphasis on collaboration and agile methodologies, you will work closely with cross-functional teams to translate business strategies into actionable technical requirements. If you have a passion for client service and a proven track record in product management, this is your opportunity to make a significant impact in a dynamic environment. Embrace the chance to advance your career while contributing to a company committed to diversity and inclusion.

Qualifications

• 10+ years of experience in Product Management and Client Service in financial services.
• Strong customer service and communication skills are essential.

Responsibilities

• Support Financial Advisors and analyze inquiries for training solutions.
• Translate business strategy into technical requirements for development.

Skills

Customer Service Skills

Agile Development

Communication Skills

Product Management

Team Leadership

Education

Bachelor's Degree

Master's Degree

Tools

JIRA

Job description

Vice President - Product Manager - Client Data & Field Account Opening (Wealth Management)

Apply 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-3259371

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. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.

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:

We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Platforms team. As a product owner, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients.

Key Responsibilities:

1. Provide daily support to Financial Advisors, Support Professionals and Operations teams.
2. Respond to inquiries via phone, email and internal systems.
3. Analyze Field inquiries and determine training and education solutions.
4. Document and analyze system issues; develop and write requirements (JIRA).
5. Support multiple products and workstreams simultaneously including but not limited to: Client Onboarding, New Accounts, eSign, regulatory including Enhanced Due Diligence (EDD), Know Your Client (KYC), SEC Regulation Best Interest (Reg BI).
6. Translate overall business strategy into technical requirements to be developed.
7. Collaborate with Business, Operations and Technology to ensure understanding of product strategy, roadmap, and work to be done.
8. Prioritize work based on needs and constraints in an agile software development environment.
9. Partner with program management to align status and milestones.
10. Assist with audits and Risk and Control Self Assessments (RCSA).
11. Present planned work to key stakeholders from business, technology, user experience, risk, fraud, communications, legal & compliance to obtain approvals.
12. Gather internal and external feedback for insights.
13. Facilitate workshops and meetings.

Experience:

1. Bachelor's degree required. Master's degree will be a plus.
2. A minimum of 10 years of experience in Product Management and Client Service, preferably in the financial services industry.
3. Team lead experience is required.
4. Series 7 a plus.

Required Skills:

1. Strong customer service skills and ability to professionally communicate with Financial Advisors.
2. Proven track record of delivering successful digital products on time and within scope.
3. Experience working in an Agile development environment.
4. Excellent communication skills, including the ability to present complex information in a clear and concise manner.
5. Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.

Registration Required:

None

EOE M/F/D/V Committed to Diversity