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.

Department Profile

The Advisor Platforms team is focused on transforming Morgan Stanley’s core Advisor Desktop applications that enable Advisors and their teams to effectively manage their clients’ financial and demographic data. The team manages the prioritization and implementation of the Wealth Management Division’s investments in technology tools and solutions for Financial Advisors and branch support staff. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives.

Primary Responsibilities

The Client Reporting team focuses on the strategy and day-to-day management of the supplemental reporting platform that Advisors use to synthesize relevant information that best suits the individual needs of their clients. The candidate will serve as a Product Owner to drive Wealth Management and Advisor Platforms strategy in reporting capabilities, ensuring competitive advantage and addressing Advisor and client need. The candidate will also play an integral role in advancing business/platform initiatives through leadership and collaboration across Products, Programs, Operations, Technology, Legal, Risk, Compliance, as well as with external partners. Additionally, the candidate will manage ongoing Engagement & Adoption activities and help drive an adoption campaign aimed at increasing the usage of the Client Reporting application.

• Perform the normal day-to-day activities required, as well as the ability to drive the business strategy through the organization
• Collaborate with functional leaders to identify the organization’s Client Reporting needs, solution design and deployment
• Lead a cross-functional team ensure timely completion of project deliverables based on business priority
• Liaison between Business, Operations, Legal, Risk, Compliance and IT for requirements
• Actively lead and participate in change management lifecycle, including requirement gathering, implementation, testing, and support
• Stay current with emerging Client Reporting capabilities and analytics
• Provide training support for Financial Advisor teams, Local Field Trainers and Help Desk
• Provide support to users in the Field for issues escalated to the platform team
• Participate in presentations and training events for Financial Advisors and other end users
• Analyze and produce quantitative and qualitative metrics data on platform activity
• Support the release and implementation of platform and product enhancements, including creating and executing engagement and communication plan

Qualifications:

• BS/BA degree required
• 5-7 years of professional experience in technology product management
• Experience in retail banking, wealth management, and/or consumer financial technology industries preferred
• Knowledge of SDLC processes and experience in Agile methodology

Required Skills

• Experience in Client Reporting, including performance reporting a plus
• Experience in engaging with Financial Advisors and staff
• Experience as a Product Owner leading an agile scrum team
• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
• Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
• Independent self-starter who can manage multiple parallel work streams and initiatives to aggressive deadlines
• Experience working with cross functional teams, including UX, technology, marketing, communications, legal, risk and compliance.
• Detailed, organized, and results-oriented
• Ability to work effectively in a fast paced, high energy, team-oriented environment
• Ability to think critically, solve problems, make decisions and build trust across the organization
• Ability to effectively manage through change
• Highly skilled in Microsoft Teams, Excel, PowerPoint, JIRA and Tableau a plus

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).

Expected base pay rates for the role will be between $110,000 and $185,000 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.

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).