Asset Movement Platforms Product Owner - Assistant Vice President

Asset Movement Platforms – Assistant Vice President

Wealth Management Platforms
Purchase, NY

This Assistant Vice President role sits within the Wealth Management Field Experience & Platforms (FPE) Asset Movement Platforms team and partners closely with Product, Technology, Operations, Legal, Risk, Compliance, and Audit stakeholders. The position is focused on delivering data-driven insights, reporting, and analytics to support money movement platform strategy, feature scoping, business case development, operational performance monitoring, and control/audit readiness. The ideal candidate is hands-on with data, able to translate business questions into well-defined metrics and analyses, and comfortable operating in a fast-paced environment with high expectations for accuracy, documentation, and responsiveness.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

 Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

What you’ll do in the role:

• Own and deliver recurring and ad hoc reporting for Asset Movement platforms, including business metrics, operational KPIs, and trend analysis for leadership, product owners, and partner teams.
• Translate business questions into clear analytical approaches (metric definitions, data requirements, assumptions, and methodology) and communicate findings in an executive-ready format.
• Partner with Product Owners and/or serve as a Product Owner to scope features and develop business cases using data-driven insights (e.g., volume sizing, client impact, adoption forecasting, exception/defect trends, throughput, and cost-to-serve indicators).
• Build, maintain, and enhance dashboards and self-service reporting (e.g., Tableau) to improve transparency into platform health, adoption, and business outcomes; ensure outputs are accurate, repeatable, and well-documented.
• Perform deep-dive analyses on platform performance and operational outcomes (e.g., failure rates, exception handling, SLA adherence), identify drivers/root causes, and recommend actionable improvements.
• Respond to time-sensitive data requests from Legal, Risk, Compliance, and Audit by producing accurate historical transaction details, standardized metric definitions, and supporting documentation with clear lineage and assumptions.
• Support data controls and audit evidence by implementing/monitoring data quality checks (e.g., completeness, timeliness, accuracy) and maintaining traceable documentation for reporting artifacts.
• Conduct hands-on data quality investigations and clean-ups, including identifying data gaps, reconciling discrepancies across sources, validating integrity of key fields, and coordinating remediation with Technology and Operations.
• Support data governance for Asset Movement payment application data by helping define and maintain data definitions, business rules, data dictionaries, and metric calculation logic to ensure consistent reporting across stakeholders.
• Collaborate with Technology partners on data pipelines and ETL processes (source-to-target mapping, transformation logic, validation) and troubleshoot data issues impacting reporting and analytics deliverables.

Skills Required:

• Must be highly motivated and an independent leader with a strong work ethic and ownership mindset. Prior business analyst and leadership skills preferred.
• Strong analytical and problem-solving skills with demonstrated ability to use data to solve business problems and influence decisions.
• Intermediate SQL proficiency (joins, aggregations, basic window functions; ability to validate results and troubleshoot anomalies).
• Working knowledge of ETL and data pipeline concepts (data sourcing, transformations, scheduling/monitoring, reconciliation and validation).
• Experience producing dashboards and reporting solutions; Tableau experience preferred.
• Familiarity with analytics workflow tools (e.g., Dataiku) preferred; ability to build repeatable, well-documented analytical workflows.
• Strong data hygiene skills: data clean-up, deduplication, normalization, integrity checks, and reconciliation across multiple sources.
• Ability to define metrics/KPIs precisely (definitions, calculation logic, assumptions) and ensure consistency across stakeholders.
• Strong written and verbal communication skills in both business and technical contexts; ability to present insights clearly and concisely to senior stakeholders.
• High attention to detail and strong organizational skills; ability to manage multiple priorities and deliver accurate outputs under tight timelines.
• Proficiency in Microsoft Excel and PowerPoint (for analysis, summarization, and executive-ready materials).
• BA or BS preferred but not required.

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 $140,000 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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