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.

The role is within Wealth Management in the Insured Solutions Products Business supporting products such as Annuities, Insurance, and Property & Casualty Insurance. The Insured Solutions Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management platforms with the goal of improving the financial advisor/client experience and increasing operational efficiency. These platforms include order submission, order management, middle office, and others supporting the end-to-end trading lifecycle. The candidate will work closely with the various groups within the different business areas (sales, product, operations, technology, Legal, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle, including requirements/stories, testing, release, and ongoing support.

Responsibilities

- Collaborate with key stakeholders from business, technology, operations, legal & compliance to capture requirements.

- Support various workstreams by organizing tasks and ensuring timely follow-ups.

- Identify and create user stories, use cases, workflows, and business processes that align with the stakeholders need and overall platform goals.

- Participate in backlog refinement and sprint planning sessions to communicate requirements and drive consensus with squad and program stakeholders.

- Prepare presentations, user demos, and status updates.

- Gather feedback to identify and prioritize gaps, enhancements, and new features.

Qualifications

- Ideal candidate will have 5-10 years of relevant finance industry experience

- Ability to formulate key business and platform requirements

- Problem solving and critical thinking skills with the ability to identify and escalate risks

- Ability to take direction and work independently, as well as in a team environment

- Ability to analyze large datasets, identify trends, and present insights in a clear format

- Ability to understand, the needs of partners and stakeholders, and translate them into actionable stories for development

- Ability to understand complex processes and translate across teams and senior leadership

- Firm understanding of the importance of accuracy in quality of work/downstream impacts

- Excellent written and verbal communication skills and ability to effectively interact with senior management

- Strong reasoning and problem-solving skills and ability to think and act like an owner

- Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with

- High level of organizational skills and attention to detail

- Project or platform management experience

- Experience with Agile Methodology, including project planning, story writing, resource/capacity management, workflow creation, process mapping and design, etc. is a plus

- Familiarity with Annuities & Insurance a plus

- Experience with external sales partner relationship management is a plus

- Experience with vendor relationship management is a plus

- Proficiency in Microsoft Office, with a particular strength in Microsoft Excel and PowerPoint is required; Microsoft Visio is a plus

-Bachelors Degree

Expected base pay rates for the role will be between 110,000 and $180,000 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).

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We’re committed to bringing passion and customer focus to the business.

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).