Morgan Stanley

Associate - Product Manager (Wealth Management)

Posted On

Sept. 23, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Nov. 20, 2024

Job Description

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
> 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 Skills
> 3-5 years as a product owner/manager/analyst
> 3-5 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

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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