UHNW Planning, Product Owner - Global Investment Office, Associate

The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients. Led by the Wealth Management CIO, GIO develops the firm’s investment strategy by integrating financial planning, asset allocation, and portfolio construction insights. Serving as an extension of an advisor’s practice, GIO provides the tools, research, and intellectual capital to help advisors deepen client engagement, enhance investment performance, scale their businesses, and drive growth across all client segments.

Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley’s Global Investment Office dedicated to Wealth Management’s ultra-high net-worth and institutional clients. The team has two mandates:

• Client Strategy – Consult on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies

• Product Development – Build and enhance a platform of proprietary investment tools leveraged by financial advisor teams

UHNW Planning frequently addresses asset allocation and estate planning strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies and struc t ured products.

The Product Development team of UHNW Planning is seeking an individual to join as a Product Owner supporting our platform of ultra-high net worth and institutional investing tools. This is a unique opportunity to be introduced to the technology and software development space at Morgan Stanley, where you will collaborate directly with financial advisors, internal business units and technology to manage, improve and scale our enterprise offering.

The product owner will own all workflow and implementation decisions for their silo of products. This involves collaborating on frameworks with the other product owners, socializing possible solutions with stakeholders and field users, communicating requirements and acceptance criteria with Technology, and testing that all implementation is carried out correctly.

Skills Required :

• 2-4 years of relevant work experience – preferably project or product management
• Strong communication skills and an ability to operate cross-functionally, managing multiple projects with varying timelines
• General understanding of global financial markets, asset allocation, and portfolio construction
• Very strong attention to detail
• Experience with JIRA is a strong plus
• Series 7 and 66 licensed required or completion upon hire

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.

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Expected base pay rates for the role will be between $85,000 and $120,000 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 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.

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