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. We are looking for a talented and enthusiastic Product Owner to join our team.

Responsibilities

• Manage squad priorities and take responsibility for the successful delivery of technology changes, from initial project ideation, scope development, requirements documentation, through to platform testing and launch.
• Document overall product feature prioritization, develop user stories and work within agile teams.
• Participate in platform design and development and monitor implementation timelines across different product/feature teams.
• Map out critical workflows and business processes to realize product/program goals.
• Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.
• Conduct requirement review sessions with program stakeholders.
• Conduct requirements elicitation workshops and meetings with business, technology, legal, risk and compliance stakeholders.
• Partner with program management to plan and monitor overall product/program releases.
• Assist with the development of adequate launch support across non‑technology teams, including Field and Service Operations, Legal, Risk, Compliance and Platform teams.
• Specify acceptance criteria and scenarios and perform user acceptance testing as needed.
• Gather, organize and assimilate internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features.
• Lead discussions and devise solutions to address Advisor/CSA platform pain points.
• Collaborate with the UI/UX team to develop information/interaction architecture, user flows and wireframes.
• Support the platform in collecting and resolving user feedback for new and legacy functionality.

Required Skills

• 9.5 years minimum of transferrable experience across work and higher education.
• Relevant experience in platforms, investment product / investment advisory solutions, wealth management, data management and analysis, or workflow.
• Attention to detail and strong organizational skills.
• Proficiency in defining, analyzing, documenting, and communicating product and software requirements in waterfall, agile, and hybrid development settings.
• Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling platform vision.
• Self‑starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast‑paced, dynamic environment.
• Polished written and verbal communication skills to effectively interact and influence a diverse set of business and technical stakeholders.
• Efficient at managing multiple tasks concurrently under deadline constraints.
• Bachelor’s degree in Business Management, Statistics, Computer Science, Engineering, Mathematics or related field.

Expected base pay range: $110,000–$190,000 per year. Compensation may also include commission earnings, incentive compensation, discretionary bonuses, and other incentive packages.

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. For more information, please visit