Vice President - Product Manager - Client Data & Field Account Opening (Wealth Management)

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.

Division Profile:
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary:
We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Platforms team. As a product owner, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients.

Key Responsibilities:
Key responsibilities will include but will not be limited to the following:
> Provide daily support to Financial Advisors, Support Professionals and Operations teams.
> Respond to inquiries via phone, email and internal systems.
> Analyze Field inquiries and determine training and education solutions.
> Document and analyze system issues; develop and write requirements (JIRA).
> Support multiple products and workstream simultaneously including but not limited to: Client Onboarding, New Accounts, eSign, regulatory including Enhanced Due Diligence (EDD), Know Your Client (KYC), SEC Regulation Best Interest (Reg BI).
> Translate overall business strategy into technical requirements to be developed.
> Collaborate with Business, Operations and Technology to ensure understanding of product strategy, roadmap, and work to be done.
> Prioritize work based on needs and constraints in an agile software development environment.
> Partner with program management to align status and milestones.
> Assist with audits and Risk and Control Self Assessments (RCSA).
> Present planned work to key stakeholders from business, technology, user experience, risk, fraud, communications, legal & compliance to obtain approvals.
> Gather internal and external feedback for insights.
> Facilitate workshops and meetings.

Experience:
> Bachelor's degree required. Master's degree will be a plus.
> A minimum of 10 years of experience in Product Management and Client Service, preferably in the financial services industry.
> Team lead experience is required.
> Series 7 a plus.

Required Skills:
> Strong customer service skills and ability to professionally communicate with Financial Advisors.
> Proven track record of delivering successful digital products on time and within scope.
> Experience working in an Agile development environment.
> Excellent communication skills, including the ability to present complex information in a clear and concise manner.
> Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.

Registration Required:
> None

EOE M/F/D/V Committed to Diversity

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.

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.

Coverage for Audit Jobs
• Monday to Friday from 12:00PM to 9:00PM India time with flexibility on standard working hours for time sensitive matters.
• Periodic evening calls with US and EMEA Internal Auditors and auditees.