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Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

Position Summary

Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses—including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees (“participants”) as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing.  Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities. 

The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for workplace participants.

You will partner and collaborate with stakeholders across the organization to support the planning and execution of key initiatives that will drive execution of the Firm’s long term strategy of delivering the firm and integrating a path to advice with the workplace offering. You will also assist with defining an ideal user experience across various digital platforms in support of this mission.

Job Responsibilities

-Work closely with a variety of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress.

-Write requirements/epics/stories for integrating the stock plan experience into the wealth management client experience and work closely with technology and operations partners through build and delivery phases

-Work with cross functional teams to design and develop new products, develop new features and enhancements

-Identify dependencies and keep constituent groups informed of progress towards delivery

-Contribute to and maintain key strategic presentation materials used to inform executive decision-making

-Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input

-Help define and track success metrics and oversee ongoing and ad-hoc data reporting requests

-5+ years as a product owner/manager/analyst

-5+ years of experience with technology development process and lifecycle (Agile/Waterfall)

-Strong understanding of the corporate stock plan business and operating paradigms

-Strong interpersonal and communication skills with ability to build relationships with stakeholders across the organization

-Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making

-Strong technical writing skills to assist with user story/requirement writing

-Strong Excel and PowerPoint skills to assist with data analysis and building presentations for senior management

-Strong analytical and problem-solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules

Expected base pay rates for the role will be between $85,000 and $135,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).