Vice President Digital Client Experience & Platforms - Product Owner

Morgan Stanley
New York, USA
28 Jun 2022
12 Jul 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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 grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. As a digital product manager, you will set direction and contribute to the creation and on-going success of the latest digital solutions for our clients. As a key part of the Digital team, the Digital Product Manager is responsible for the client experience on Morgan Stanley Online / Mobile and E*TRADE channels .
You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online/Mobile, Shareworks and E*TRADE. As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development.
• Product owner for a digital agile squad responsible for definition and delivery of core product features and experiences to meet target audience needs consistent with product strategy and vision
• Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs
• Build and maintain prioritized product backlog - identify, groom, and validate epics and user stories for agile sprints; Lead backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholders
• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
• Facilitate product development lifecycle from defining product vision/scope to launching MVP to ongoing management of product to meet KPIs; Drive definition and prioritization of product roadmap, release planning, and development and communication of business requirements
• Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements
• Prepare presentations, user demos, and status updates
• Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features
• Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps
• Team up with program management office to effectively organize and plan product releases
• Define and track KPIs and product/program adoption and usage metrics - evangelize adoption


• 5-7 years of experience as software or digital product manager, business analyst or equivalent with experience working within an agile/scrum development process
• Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting
• Keen intellect - ability to gather, analyze and synthesize a significant amount of information, and turn it into clear and actionable product requirements
• Naturally curious, analytical and data-driven - demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions
• Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences
• Understanding and knowledge of web and mobile technologies
• Written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders
• Efficient at managing multiple projects and initiatives concurrently under deadline constraints
• Thought-leader - strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play
• Bachelor's degree is required
• Knowledge or exposure to wealth management and online brokerage/banking preferred
• Series 7 and Series 24 license preferred but not required
• Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

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