Overview
The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you!
The Private Wealth Management Asia & Australia team delivers products for internal clients (e.g. client relationship managers, investment management team, investment financial group, etc.) so they can provide the best services and products for ultra-high net worth clients across Asia and Australia. The PWM tools and applications cover end-to-end client experiences; from onboarding/off-boarding clients, account management and mapping, browsing products, getting insights, portfolio management, order placement, tracking, and approvals, among other things. We are seeking a great designer to join high-functioning team.
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Once Here You Will...
- Guide the team in crafting strategic design solutions that not only meet user needs and business objectives of the individual product - but that also integrate seamlessly into the larger Wealth Management product ecosystem
- Create opportunities for individual growth by providing constructive feedback and acknowledging contributions. Proactively look for opportunities where individual members can develop and expand on their strengths. Provide clarity on career paths, roles and responsibilities and promotion requirements
- Provide oversight in the discovery phase by leading collaborative workshops that define the problem that needs to be solved, educates with research and data, and clarifies the success metrics
- Work closely with the UX Research team to define the research strategy by ensuring the objectives are clear and the approach will produce insights that help guide a successful experience
- Minimize team blockers by listening to team feedback and suggesting ways to address conflict. Help designers feel supported so they can focus on day-to-day design work with minimal disruptions.
- Support the larger UX team culture by fostering a collaborative and creative work environment. Intentionally craft moments that allow people to pause, connect and get inspired.
- Strategize ways to deepen client relationships by helping to identify the right moment in the customer journey to cross-promote other financial products and introduce advisory services.
Design Execution
- Employ a user centered approach to influence the product vision
- Create simplicity out of complexity for experiences that have dense data & complex business requirements.
- Demonstrate the ability to adjust and prioritize design scope effectively in response to changing needs and/or constraints
- Contribute with hands-on design support when needed to illustrate initial design directions or assist with deliverables
- Push boundaries by leveraging data driven insights to craft intuitive, engaging, and impactful digital experiences
Collaboration and Communication
- Partner regularly with other UX leads to exchange insights, set design standards, align on strategies to grow the firm's UX maturity, and (when necessary) coordinate dependencies across teams.
- Collaborate across departments to inform project strategy, roadmaps and design team engagement with the ability to advise, coach and course correct when/if needed.
- Build and maintain trusted relationships with senior product and technology stakeholders, ensuring UX is seen as a strategic partner in driving innovation and delivering impactful solutions, rather than a tactical resource
- Help define strategic roadmaps in partnership with the product management team
- Present innovative design work to senior management with a clear, compelling narrative to gain alignment and secure buy-in
- Advocate for good user experiences by using stories from successful initiatives, UX best practices and data illustrate how a human-centered approach contributes to product success.
Relevant Experience and Mindset:
- A portfolio that demonstrates partnering with multiple departments on successful product releases
- 7+ years of experience as a UX designer as a key contributor to the success of products that have launched as well as at least 2 years of experience managing small to medium sized teams
- Mastery managing the team's workload and deliverables
- Bachelor's degree in design, computer science or related field; master's degree is a plus
- Fluency in design thinking methodologies
- Strong sense of design, and current with the latest design methodologies
- Current in the best practices for using design systems
- You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite to mature design thinking in a large organization
- You practice active listening and contribute to group situations (brainstorms, audits, critiques, whiteboard sessions, etc.)
- You have a high tolerance for projects with ambiguity and the ability to set the direction for undefined, complex projects
- You are resilient in the face of obstacles
- You have a relentless desire to validate assumptions and uncover a problems' root cause by testing, learning, and iterating
- You constantly seek opportunities to evangelize and promote design thinking in a large organization
Why Work at Morgan Stanley?
Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That is why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You will be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths.
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. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.