VP Client Reporting Product Owner - Wealth Platforms
Morgan-Stanley
Morgan Stanley seeks an experienced Product Owner for Client Reporting in Wealth Management Platforms. The role focuses on shaping the reporting strategy, translating business needs into tech initiatives, and coordinating with Advisors and staff across the organization. The successful candidate will lead a cross-functional team, drive adoption, and partner with Legal, Risk and Compliance to deliver impactful reporting capabilities. This is a senior, VP-level position based in Purchase, NY. #J-18808-Ljbffr Morgan-Stanley
$110k - $190k
Client Reporting Product Owner - Vice PresidentWealth Management PlatformsPurchase, NYDescriptionMorgan Stanley... ..., investment management and wealth management services. The Firm's employees... ....Department ProfileThe Advisor Platforms team is focused on transforming Morgan...PlatformTemporary workLocal areaWorldwide- Morgan-Stanley is seeking a Vice President as an Advisory Platforms Product Owner to enhance Wealth Management platforms in Purchase, NY. This role involves managing technology delivery, collaborating across diverse teams, and ensuring high-quality product outcomes. The...Platform
$110k - $190k
Digital Client Experience & Platforms Product Owner - Vice PresidentWealth Management PlatformsPurchase, NYWe are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital...PlatformWork at officeWorldwide$85k - $140k
Product Owner, Quotes & Research (QNR) - Assistant Vice PresidentWealth... ...management and wealth management services.... ...’s employees serve clients worldwide including... ...Wealth Management (WM) Platforms manages industry-leading... ...approvals, report project statuses, measure...PlatformWork at officeWorldwide- Morgan-Stanley is seeking a Digital Client Experience & Platforms Product Owner to lead digital transformation in wealth management. You will manage product features and collaborate with diverse stakeholders to enhance client-facing digital platforms, including Morgan...Platform
$110k - $190k
Advisory Platforms Product Owner - Vice PresidentWealth Management PlatformsPurchase, NYThe 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- Morgan Stanley seeks a UX Designer - Vice President to lead user experience strategy for its Wealth Management Platforms in Purchase, NY. The role involves collaborating with cross-functional teams to create intuitive and measurable user experiences for digital financial...Platform
- Morgan Stanley seeks a Product Owner for Quotes & Research (QNR) within Wealth Management Platforms, based in Purchase, NY. You will influence the digital roadmap for markets... ..., and Compliance to ensure a frictionless client experience, and #J-18808-Ljbffr Morgan-...Platform
$26.5 - $45 per hour
...Job Description: Merrill Wealth Management is a leading... ...wealth management and investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients... ...new information and technology platforms Desired Qualifications:...PlatformHourly paySeasonal workWork at officeWork from homeShift workDay shift$80k - $115k
Client Service Associate - RIA Wealth Management Location: Islip, NY Type: Direct Hire Salary: $80,000-$115,000 base + bonus Schedule: 100% Onsite... ...Stable, reputable firm with a modern, tech‑forward platform Work closely with advisors and a sophisticated, multi‑...PlatformWork at officeLocal areaMonday to Friday- ...building efforts across the platform, with a distinct mandate to advance... ...shift toward deeper product integration, expansion into emerging... ...engagement, accelerating client acquisition, and embedding modern... ...:7+ years of experience in wealth management, strategy,...PlatformTemporary workShift work
- ...at 4:00 AM SUMMARY The VP, Financial... ...managing all aspects of the client relationship regarding... ...running retail alternative products (interval funds, tender... ...limited to, financial reporting, performance reporting,... ...Workiva, DFIN, or similar platforms). Microsoft Office Suite...PlatformWork at officeLocal area
$120k - $210k
About the TeamStrategic Client Management (SCM) is responsible for... ...across Morgan Stanley's Wealth Management and Institutional... ...with Technology to support DSP platform enhancements, functionality,... ...and issue resolution> Maintain reporting databases, client records, and...PlatformTemporary workWork at office$120k - $205k
...securities, investment management and wealth management services. The Firm's employees serve clients worldwide including... ....The Finance Division globally reports to the Chief Financial Officer... ...relates to the Firm's funding products and liquidity investments.The LIFC...Temporary workWork at officeWorldwide$150k - $250k
...frameworks and technical platforms that power advanced... ...risks and issues, and report progress against milestones... ...investment banking, or wealth managementExperience in program management, product development, or... ...allocate capital for our clients - helping them reach their...PlatformTemporary work- Morgan-Stanley is seeking a Workplace Platforms Product Manager to join their Wealth Management team located in Purchase, NY. The role involves collaborating... ...experiences that enhance financial wellness for clients. Candidates should have a minimum of 3 years of relevant...Platform
- ...AVP) in the Chief Administration Office within Wealth Management Operations- Transformation, E*Trade, MS @ Work, Client On Boarding, KYC Ops, to provide support... ...management, headcount management, as well as central reporting & governance of TEMCO strategic programs.In...Contract workTemporary workWork at office
$115k - $199.8k
...You will drive collaboration between Financial Advisors and Investment Bankers while ensuring client needs are met. With over 8 years in financial services, including Wealth Management and Investment Banking, this role offers a unique opportunity to innovate and lead cross...$150k - $215k
...our Firm, enabling our clients and colleagues to redefine... ...management and wealth management services. The... ...initiatives across the Firm.The VP will be a key member of... ..., data modeling, and reporting tools (e.g. Power BI).... ...AI technologies and platforms (e.g., LLM’s, prompting...PlatformTemporary workWorldwide$85k - $140k
...investment management and wealth management services.... ...’s employees serve clients worldwide including corporations... ...Management (WM) Platforms manages industry-... ...committee and/or new product approval materials coordination... ...drafting final audit reports, inclusive of language...PlatformTemporary workWork at officeWorldwide$175k - $220k
...the Emerging Markets Equity platform at Morgan Stanley Investment... ...where appropriate, external client engagement.Apply multiple valuation... ...assessment and research productivity.Contribute to a strong team... ...principles and financial reporting standards.Demonstrated ability...Platform$120k - $180k
...investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments,... ...development programs, and employee engagement platforms.This role requires strong program management,...PlatformTemporary workWorldwide$110k - $190k
...retention across our growing platform.ResponsibilitiesDesign, build... ...robust performance tracking and reporting dashboards using tools like... ...reports and utilizing product analytics or data visualization... ...and allocate capital for our clients - helping them reach their goals...PlatformTemporary workShift work- Morgan Stanley is seeking a Lead Technology Admin Office VP-level Product Manager to own and scale a firmwide data product and reporting platform tracking AI and automation use cases, adoption, and benefits realization. The role partners with Infrastructure and senior...PlatformWork at office
$70k - $115k
...securities, investment management and wealth management services.As a... ...ProfileThe Integrated Firm Client Coverage (IFCC) team, which... ...) Prepare and submit expense reports on a timely basis for travel... ...funding requests using internal platforms Assist on adhoc projects and...PlatformTemporary workWork at officeFlexible hours$120k - $210k
...HR domainsBuild and maintain automated reporting and data workflows, ensuring both security... ...and dataStay current on cloud platforms, data engineering practices, and AI/ML capabilities... ..., manage and allocate capital for our clients - helping them reach their goals. We do...PlatformTemporary work$100k - $140k
...Stanley Prime Brokerage Client Service Account... ...investment management and wealth management services. The... ..., market‐leading platform and intellectual insights... ...corporate events, and reporting. The Account Manager communicates... ...of the Firm's products and services and...PlatformTemporary workWork at officeWorldwide$150k - $200k
...across a broad range of risks and products.About Morgan StanleyMorgan... ..., investment management and wealth management services.As a... ...data pipelines, and research platforms to support the activities of... ...and allocate capital for our clients - helping them reach their goals...PlatformTemporary work- ...a Vice President for their Finance Division in Islip, NY. This role involves oversight of treasury cost allocations and financial reporting processes. Candidates should have over 7 years in financial services, ideally in Finance Controller roles. The position requires a...
- ...DSP Execution Specialist. This role assists with the execution and administration of Directed Share Programs for Investment Banking clients, while partnering with internal stakeholders to deliver an exceptional client experience throughout the IPO lifecycle. The ideal...
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