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Advisor Desktop Product Owner ED

AT Morgan Stanley
Morgan Stanley

Advisor Desktop Product Owner ED

New York, NY

The platform we are continuously enhancing integrates a broad range of capabilities designed to support Financial Advisors and branch support and management staff. As an advocate for the user experience, the position involves working with end users to understand requirements, and the ability to translate those needs to systems developers. It will be necessary to support the existing business needs of MSWM branches, support staff, specialists and operational staff while also working to enhance the current technology platforms including both the desktop and mobile platforms.

Note that this is a business-position rather than a technology position - it requires the ability to understand both sides of the equation and to provide necessary direction to the projects.

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The position requires leading working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions. The candidate must be able to manage technology BA's/PM's to keep initiatives on track and budget. The candidate must also be able to lead the full delivery of new solutions to field users including messaging to field leadership, training, field communication strategy & a support model. Additional responsibilities include review of Functional Requirements, and problem resolution on behalf of the branches. Branch visits across the country are necessary to have a full understanding of a day in the life of our branch personnel.

-At least 10 years' experience in the Financials Industry

-Demonstrated experience with technology implementations and the entire SDLC process

-Previous experience working with Financial/Wealth Advisors is highly desirable

-Experience writing business requirements for large projects

-Experience leading large scale technology initiatives

-BA/BS Degree

Preferred Skills

-Strong knowledge and interest in new technologies, from an end-user perspective.

-Excellent oral and written communication skills.

-Proficient in Microsoft Office applications

-Proficient in Agile Methodology approach to technology delivery and project management

Expected base pay rates for the role will be between $150,000 and $250,000 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).

Client-provided location(s): New York, NY, USA
Job ID: Morgan-549781189731
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)