VP, Client Reporting Product Owner - Wealth Platform
PowerToFly
Morgan Stanley is seeking a Client Reporting Product Owner – Vice President to lead strategy in reporting capabilities within Wealth Management Platforms. Located in Purchase, NY, this role involves collaboration with Financial Advisors, technology management, and driving platform initiatives. The ideal candidate possesses a BS/BA degree, 5-7 years of experience in product management, and expertise in Agile methodology. Responsibilities include managing client reporting strategies, team collaboration, and ensuring product enhancements. #J-18808-Ljbffr
- ...Morgan Stanley is seeking a Product Owner for its Advisory Platforms team in Purchase, NY. This role focuses on driving the Wealth Management platform, working closely with various product areas. The ideal candidate will have over 7 years of experience in wealth management...Platform
$110k - $190k
...Digital Client Experience & Platforms Product Owner – Vice President Wealth Management Platforms Purchase, NY We areseekinga talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital...PlatformWork at officeWorldwide$110k - $190k
...Digital Assets Product Owner - Vice President Wealth Management Platforms Morgan Stanley Wealth Management is seeking a Vice President to report to and support the Digital Assets Product Lead, Executive... ...evaluate opportunities across client segments, advisor workflows, and...PlatformTemporary work$110k - $190k
...Product Owner Advisory Platforms - Vice President Location: Purchase, New York Position Summary The Wealth Management Platform team works closely with Wealth... ...drive the Advisor and Client experience, and we are in... ...construction and reporting platforms. Experience in...PlatformTemporary workHome office$110k - $190k
...Advisory Platforms Product Owner – Vice President Wealth Management Platforms Purchase, NY The Wealth Management Platform team works closely with Wealth... ...Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and...PlatformTemporary workWork at officeWorldwide- ...PowerToFly is seeking an Account Funding Product Owner – Assistant Vice President to join their Digital Platforms team. This role involves managing technology initiatives to enhance the client experience across both Morgan Stanley and E*TRADE platforms. The ideal candidate...Platform
$85k - $140k
...Automation & Workflow Product Owner - Wealth Management Platforms Assistant Vice President Location : Purchase We are seeking a dedicated and experienced... ...management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals...PlatformTemporary workWork at officeWorldwideShift work- ...is seeking an Executive Director as Product Owner for the FA Desktop AI Experience. This... ...AI capabilities within financial platforms to enhance client engagement and advisor productivity.... ...management, a strong understanding of Wealth Management, and effective...Platform
- ...PowerToFly is seeking an Assistant Vice President, Product Owner for their Automation & Workflow Solutions Team. This role involves leading transformational changes and collaborating with diverse teams to enhance operational efficiencies. The ideal candidate will have...Platform
- ...seeks an Assistant Vice President in Harrison, NY, within the Wealth Management Platforms team. This role focuses on delivering data-driven insights... ...and business cases. The ideal candidate will manage reporting, perform deep-dive analyses, and maintain dashboards. Key...Platform
$58k - $115k
...services, seeks an Associate UX Designer in New York to enhance digital experiences for Wealth Management clients. In this role, you will collaborate closely with UX leads and product teams to design user-friendly interfaces and analytics tools. Candidates should have 2-...PlatformWork at office$110k - $190k
...AI Product Management - Vice President Wealth Management Platforms We are seeking an innovative, driven professional to join... ...services. The Firm’s employees serve clients worldwide including... ...Produce clear executive-ready reporting: roadmap, risk posture, incidents...PlatformTemporary workWork at officeWorldwide$140k - $205k
...Institutional Securities, Wealth Management (WM),... ...services to its clients including... ...screening, transactions, product/channel exposure,... ..., and governance reporting aligned to a risk-... ...Assessment Officer VP is responsible for... .../negative news platforms, screening outputs...PlatformTemporary workWork at officeShift work- ...PowerToFly is seeking a dedicated KYC Onboarding Product Owner, Assistant Vice President, to join our Automation and Workflow Solutions Team... ...and work closely with cross-functional teams to enhance our client onboarding process. The ideal candidate should possess a bachelor...Platform
$85k - $140k
...Workplace Platforms Product Manager – Assistant Vice President Wealth Management Platforms Purchase, NY The Workplace Platforms... ...experience for corporate clients and their employees. As a Product... ...coordinate deliverables, track and report on progress. Write requirements/...PlatformTemporary workWork at officeWorldwide$110k - $190k
...PowerToFly is seeking a Vice President for AI Product Management to lead governance and oversight for AI-enabled product capabilities within Wealth Management Platforms. The role focuses on aligning AI use cases with governance frameworks and risk management. Ideally...Platform$85k - $140k
...Morgan Stanley is seeking a Workplace Platforms Product Manager – Assistant Vice President to lead the digital experience for corporate clients. Responsibilities include contributing to the product roadmap and leading cross-functional teams to ensure effective delivery...Platform$110k - $190k
...Product Manager, Digital Lending Platforms – Vice President Wealth Management Platforms Purchase, NY We are hiring a talented product manager to help us build an... ...environment designing new and improved technology for our clients and internal staff Design innovative new...PlatformTemporary work$85k - $140k
...Morgan Stanley at Work Product Manager – Assistant Vice President Wealth Management Platforms – Purchase, NY As a Product Manager,... ...help them better service their clients. This is a highly collaborative... ...our team of digital product owners and collaborate across multiple...PlatformTemporary workHome officeFlexible hours$85k - $140k
...Morgan Stanley is looking for an Assistant Vice President as a Product Manager to work on innovative digital platforms in Wealth Management. You will collaborate with cross-functional teams, guiding product strategy and execution to meet user needs. Responsibilities include...Platform$110k - $190k
...PowerToFly is seeking a Product Manager, Digital Lending Platforms – Vice President, in Purchase, NY. The role involves leading the development of an automated lending platform and collaborating with various teams including technology, design, and business stakeholders...Platform$58k - $115k
...Associate UX Designer – Client Platform Wealth Management Platforms Purchase, New York We are seeking... ...You’ll contribute across the end-to-end product design lifecycle, partnering closely with UX leads, researchers, product owners, and engineers. You will be focused on...PlatformTemporary workWork at officeWorldwide- ...innovations and strategies in GSE 3.0. This role focuses on driving client engagement and utilizing AI tools to enhance business operations... ...candidate should possess over 7 years of related experience in wealth management or strategy. Strong communication and leadership...
$110k - $185k
...Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses... ...findings in a written report. Work with managers to find solutions... ...events affecting funds, managers, clients, and the industry. Perform...Temporary workWork experience placement$58k - $115k
...AI Enablement Associate Wealth Management Platforms – Purchase, NY About Morgan Stanley... ...services firm that serves clients worldwide. The Wealth... ...automation solutions alongside product and engineering partners.... ...in preparing summaries and reports for senior stakeholders. Collaborate...PlatformWork at officeWorldwide$110k - $190k
...OCIO Business Development in New York, responsible for managing the sales lifecycle and building relationships with institutional clients. This role requires strong sales cycle management, excellent communication skills, and experience with Defined Contribution plans....$110k - $190k
...services leader with three core businesses: Wealth Management, Investment Management and... ...evaluating opportunities to better serve our clients globally. The Morgan Stanley U.S. Banks (... ...Bank N.A.) offer a range of deposit products including brokerage account sweep deposits...Temporary work- ...Morgan Stanley seeks an Operational Due Diligence Analyst to join its Wealth Management Investment Solutions team. The role involves performing due diligence on alternative investment funds and managers, assessing operational infrastructure, and documenting findings....
$140k - $205k
...Morgan Stanley seeks a Financial Crimes Risk Intelligence & Assessment Officer VP in New York to support its First Line Financial Crimes program. The role requires a minimum of 7 years of experience in BSA/AML regulations, financial crimes assessments, and a strong investigative...- ...Morgan Stanley is seeking a Product Manager to support the Deposits Product Management team in New York. This role involves managing existing products, developing strategies, and collaborating with cross-functional teams to drive innovation. The ideal candidate will have...
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