Mo r g an S t an l ey We a lt h M a na g e m ent p r o v i des a r an g e of w e a lt h m ana g e m ent p r o duc t s and s er v i c es f or a f fl u ent i nd i v i d u a l s, bu s i n e s s e s a nd i n s t i t u t i on s . T he s e s e r v i c e s i n c l ude b r o k e r a g e and i n ve s t m ent ad v i s o r y , fi n an c i al a n d w ea l t h p l an n i n g , c r e d i t and l en d i n g , cash m ana g e m en t , annu i t i es a nd i nsu r an c e, r e t ir e m ent a nd t r u s t.
Position Summary
Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses-including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees ("participants") as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.
Want more jobs like this?
Get jobs in Calgary, Canada delivered to your inbox every week.
The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for workplace participants.
You will partner and collaborate with stakeholders across the organization to support the planning and execution of key initiatives that will drive execution of the Firm's long term strategy of delivering the firm and integrating a path to advice with the workplace offering. You will also assist with defining an ideal user experience across various digital platforms in support of this mission.
Job Responsibilities
-Contribute to platform product roadmap and budget strategy with senior leadership
-Lead a team of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress.
-Write requirements/epics/stories for integrating the stock plan experience into the wealth management client experience and lead teams of technology and operations partners through build and delivery phases
-Lead cross functional teams to design and develop new products, develop new features and enhancements
-Identify dependencies and keep constituent groups informed of progress towards delivery
-Own and maintain key strategic presentation materials used to inform executive decision-making
-Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input
-Define and track success metrics and oversee ongoing and ad-hoc data reporting requests
-10+ years as a product owner/manager/analyst
-10+ years of experience with technology development process and lifecycle (Agile/Waterfall)
-Strong understanding of the corporate stock plan business and operating paradigms
-Strong interpersonal and communication skills with ability to build relationships with stakeholders across the organization
-Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making
-Strong technical writing skills to assist with user story/requirement writing
-Strong Excel and PowerPoint skills to assist with data analysis and building presentations for senior management
-Strong analytical and problem-solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules
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 is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.