Morgan Stanley

User Acceptance Testing , Platforms, Director, Wealth Management

Posted On

Aug. 8, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Oct. 22, 2025

Job Description

About Us

Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services.

At Morgan Stanley India, we are shaping the future of our global business and contributing to our local community. Our team works with the Wealth Management Platforms group from our office in Mumbai.

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

The Wealth Management Platforms User Acceptance Tester will be responsible for a variety of user acceptance testing functions and status reporting that support our Squads across our different Platforms Areas, working in an Agile environment. These Platform Areas drive the completion of senior leadership’s vision of platforms used by our financial advisors, branch managers, support professionals and clients. The ideal candidate will be a highly motivated self-starter who can swiftly develop an understanding of the business’ systems/platforms and conduct acceptance testing. This position will report to a UAT Lead and serve as a proxy to Product Owners and Business Analysts.

Key Responsibilities

Testing

Understand business requirements to create comprehensive test scenarios with an emphasis on the end-user’s experience; conducting functional, regression, and end-to-end testing
Open and maintain test accounts; support production checkouts and be flexible with working hours, including with those in other regions and ahead of releases (e.g., release weekends)
Have knowledge on platforms, applications, and peripheral systems; become a subject matter expert in these respective areas
Work effectively in an Agile Squad with stakeholders from Technology and Platforms teams; liaise with Technology QA Team to ensure efficient coverage
Assist in refinement of acceptance criteria ensuring that it is complete and comprehensive

Status Report and Ceremony Participation

Participate in and contribute to Scrum ceremonies (e.g., sprint planning, daily stand-ups, refinement sessions, etc.)
Provide testing status to Squad and UAT Leads, escalate risks and issues, and defect management

Supporting and Planning

Create test plans, test cases, and scripts; conducts testing of negative scenarios to ensure that systems meet standards & End-User Requirements
Serve as a proxy to Product Owners and Business Analysts to properly support testing, including the review, prioritization, and management of defects
Build thorough understanding of the WMP business contexts (e.g., systems, processes, and end-users, etc.)
Proactively reflect on a regular basis (daily and weekly) work accomplished, current and potential blockers for completing work, and next steps

Experience

Bachelor’s degree in finance, economics, technology or related field, or an equivalent combination of training and experience required
Minimum 7-10 years of experience in UAT in Financial Services, Banking, Wealth Management / program management.
Partnering/working with stakeholders across different regions

Skills Required (Must Have)

Able to demonstrate experience of recreating analytical testing model using different tool set locally like Excel Macro, Python etc.
Strong attention to detail and an analytical mindset, with a focus on managing multiple projects with varying degrees of priority
Strong active listening, research/investigative, and communication (verbal and written) skills
Ability to work independently and with a team, possessing a strong sense of accountability, ownership, proactiveness, and relationship building
Ability to understand how testing in any scenario / for any system fits into the bigger picture of why the work is being done, what is the broader impact and to whom testing impacts (e.g., business/tech leadership, end-users, etc.) and how it benefits Morgan Stanley at-large
Proficient with Microsoft Office (Word, Excel and PowerPoint)

Skills Required (Good to have)

Familiar with Financial Planning and Goal Planning Applications.
Working knowledge of deriving projections, cash flow validations within projection model, Monte Carlo simulations, fund ratio calculations and social security calculations.
Knowledge of real dollar to nominal dollar conversion and glide path review and analysis.
Knowledge of and experience with Agile methodologies, delivery practices, and reporting
Application and/or Software testing experience
You might also have:
Experience with tools/techniques/processes such as Selenium, RestAssured, Gradle, Junit, GIT Stash, Agile, BDD, Jira, ALM, TeamCity, and traditional SDLC
Application and/or Software testing experience
Experience in SQL scripting
Possess proficiency in test script automation

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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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