Morgan Stanley

Analyst-Workplace Salesforce Product Team (Wealth Management)

Posted On

Oct. 30, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Jan. 29, 2025

Job Description

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 to grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain that that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley culture:

At Morgan Stanley, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Within Morgan Stanley, the Product team is responsible for a comprehensive B2B, B2C and B2B2C offering designed to help companies and their employees meet their financial goals, through trusted and modern workplace financial digital solutions, including Equity Edge Online by Morgan Stanley, E*Trade.com, Shareworks by Morgan Stanley, and more. The product team spans across the U.S, including NY, GA, UT, CA, and CO, and Internationally, including Canada and Hungary.

Position Summary:
We are seeking an innovative, driven professional to join us as Assistant Vice President, Salesforce Product team within our Wealth Management Platforms team. You will become part of the B2B Salesforce Product team who are responsible for the Quote to Cash product lifecycle within our B2B Salesforce instance. The team is responsible for the smooth and efficient functioning of the product, including agile ceremonies, requirements gathering and working closely with business partners to uncover unmet needs. This individual will serve as the key contact for business partners for our contracting and quoting experiences within Salesforce, and be responsible for developing a prioritized backlog that ensures we can meet business demand for our users within Salesforce.

The candidate should have deep knowledge of the product development lifecycle, experience as seasoned Salesforce product manager, exceptional leadership, organization, and communication skills, with the ability to operate independently, find creative solutions to resolve issues and identify process enhancements, execute tasks and projects on a timely basis, and communicate effectively and responsively with all colleagues.

Responsibilities:

Lead the review and analysis of business processes to support ongoing enhancement in Salesforce CRM.
Work with stakeholders to identify and document operational pain points and project scope.
Work with the development squad and internal subject matter experts to support business process evolution.
Be a resident Salesforce expert advising senior business line stakeholders.
Provide training to stakeholders across business lines on best practices and recommended processes in Salesforce.
Help develop and support our short-term and long-term product strategy to ensure we achieve our stated business outcomes, strategic and integration priorities.
Develop ongoing communications that share the progress and quantify the impact of team led initiatives and status, to ensure awareness, transparency, and collaboration.
Has the ability to tell a compelling story using product metrics/data, and visualization platforms such as Tableau – to facilitate productive interactions with business partners and stakeholders and influence data-driven decision making.
Establishes collaborative partnerships with the Morgan Stanley at Work business team to better understand their needs and align on future requirements, ranging from standardization of processes, leveraging market practices to the optimization of workflows, and sharing of best practices.
Builds strong working relationships with cross-functional teams to identify, execute, implement, and track process improvement opportunities.

Qualifications -

Knowledge and Skills Required:

Work experience as a Salesforce administrator; consulting experience and particularly process automation experience using Salesforce preferred.
Bachelor’s Degree in business, finance or related field/experience preferred
0-2 years of experience in Digital Product Management, Management Consulting or Strategy, within the Financial Services industry
Previous experience working with large or multi-national companies helpful
Sets and carries out objectives, and fosters a culture of performance, continuous improvement
Excellent partnering skills; proven ability to collaborate with various levels of employees
Proven ability to seamlessly navigate and shift between strategic thinking and tactical activities, understanding the linkage and impact between them
Excellent analytical aptitude, sound judgment and experience with Excel / other data analysis tools
Able to identify operational and strategic issues and proactively drive solutions
Enjoys building initiatives from the ground-up and delivering on complex projects
Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement
Excellent communication skills and a proven ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively
Self-starter with ability to lead new projects proactively and resourcefully
Ability to thoughtfully utilize data/metrics to inform business decisions
Detail oriented with strong organizational, analytical and written communication skills
Flexible, team player with the ability to think creatively and strategically
Expert proficiency with Excel, Word, Visio and PowerPoint required
Experience managing the Salesforce integration of; Zuora CPQ, Conga Composer, Conga Contracting and DocuSign an asset
Positive contributor to our team’s culture

“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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