Product Manager - Workplace Salesforce Product Team

Product Manager, Workplace Salesforce Product Team, Vice President

Calgary, Alberta (Canada)

Firm Overview

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.

Division Description

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten teams including: Digital Assets & Data Platforms, Digital Client Experience & Platforms, Digital Trading & Investing, Field Experience & Platforms, UX Design & Research, WM Artificial Intelligence, WM Strategic Solutions, Workplace Platforms, WM Platforms Risk, and the WM Platforms Chief Operating Office.

Super Department / Department Description

Workplace Platforms provides thoughtful education, insightful advice, and leading technology with an end-to-end approach to workplace benefit solutions. Builds an innovative and diverse ecosystem of products and services to support our corporate clients and their employees’ financial goals, wherever they may be on their journey.

Team Description

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, Shareworks by Morgan Stanley, and more. The product team spans across the US, including NY, GA, UT, CA, and CO, and Internationally, including Canada and India.

Roles and Responsibilities: 
We are seeking an innovative, driven professional to join us as product manager within our Wealth Management Platforms team. This product owner will become part of the B2B Salesforce Product team who are responsible for the B2B Operations product lifecycle within our Workplace 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 subject matter expert for business and technical partners for our sales and client management 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 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. 

The Product Manager will: 

• 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.
• Translate business requirement into JIRA stories with well-defined acceptance criteria, ensuring the stories are actionable, testable, and aligning to long-term product strategy.
• Work with peer product managers, business delegates, scrum master and maintain a healthy and prioritized product development backlog.
• Work with the development squad to execute sprints goals and meet project deadlines.
• Being a resident Salesforce expert advising senior business line stakeholders, with ability to continuously improve own knowledge in chosen area of specialization.
• 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, and maximize return on investment.
• 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, 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 future requirements, ranging from standardization of processes, leveraging market practices to the optimization of workflows, and sharing of best practices.
• Build strong working relationships with cross-functional teams to identify, execute, implement, and track process improvement opportunities.

Qualifications: Knowledge and Skills Required:

• 4+ years of experience in Digital Product Management, Management Consulting or Strategy.
• Excellent communication skills and a proven ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively.
• Ability to independently lead complex initiatives, manage competing priorities, and deliver results.
• Self-starter with ability to lead new projects proactively.
• Work experience as a Salesforce administrator; consulting experience and particularly process automation experience using Salesforce preferred.
• Detail oriented with strong organizational, analytical and written communication skills.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.Excellent analytical aptitude, sound judgment and experience with Excel / other data analysis tools.
• Able to identify operational and strategic issues and proactively drive solutions.Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement.
• Flexible, team player with the ability to think creatively and strategically.
• Expert proficiency with Excel, Word, Visio and PowerPoint required.
• Previous experience working with large or multinational companies helpful.
• Bachelor’s degree in business, finance or related field/experience preferred.
  
  

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Product Manager, Workplace Salesforce Product Team, Vice President

CE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY:

Chez Morgan Stanley, nous levons, gérons et allouons des capitaux pour nos clients, afin de les aider à atteindre leurs objectifs. Nous le faisons d'une manière qui nous distingue des autres – et cela fait 90 ans que nous procédons ainsi.  Nos valeurs – donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société – ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Chez Morgan Stanley, vous aurez l'occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous bénéficierez d'un soutien et d'une grande autonomie. Nos équipes sont composées de collaborateurs infatigables et d'esprits créatifs, qui puisent leur inspiration dans la diversité de leurs parcours et de leurs expériences. Nous sommes fiers d'accompagner nos collaborateurs et leurs familles à chaque étape de leur parcours professionnel, en leur proposant des avantages sociaux et des avantages complémentaires parmi les plus attractifs et les plus complets du secteur. Il existe également de nombreuses possibilités d'évolution au sein de l'entreprise pour ceux qui font preuve de passion et de détermination dans leur travail.

Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse https://www.morganstanley.com/about-us/global-offices dans votre navigateur.

Morgan Stanley est un employeur garantissant l'égalité des chances, qui s'engage à constituer et à maintenir un effectif diversifié en termes d'expérience et d'origine.  Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d'une culture d'inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents.

Notre personnel est le reflet d'un large éventail des communautés mondiales au sein desquelles nous exerçons nos activités, apportant ainsi une grande diversité de parcours, de talents, de points de vue et d'expériences.

Pour plus d'informations, rendez-vous sur: https://www.morganstanley.com/people-opportunities/eeo.