Product Owner, Advisory Platforms for Wealth Management
Morgan-Stanley
Morgan Stanley is seeking a Vice President Product Owner for Advisory Platforms to lead the squad delivering the next-generation Wealth Management platform for Advisors. You will drive feature prioritization, write user stories, and partner with technology, risk, and compliance to ensure successful launches. In this role you will map workflows, elaborate user journeys, facilitate elicitation sessions, and coordinate with UI/UX to refine information architecture and wireframes. #J-18808-Ljbffr Morgan-Stanley
- 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
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 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....Platform
$110k - $190k
Digital Assets Product Owner - Vice PresidentWealth Management PlatformsMorgan Stanley Wealth Management is seeking a Vice President to... ...goals. Wealth Management (WM) Platforms manages industry-leading... ...management, broker-dealer platforms, advisory, custody, asset management,...PlatformTemporary workWork at officeWorldwide- Morgan Stanley in New York Plaza, NY seeks a high-performing Digital Banking Product Owner (Vice President) to lead initiatives across web and mobile platforms for Wealth Management. You will partner with product managers and cross-functional teams to define strategy and...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$110k - $190k
Client Reporting Product Owner - Vice PresidentWealth Management PlatformsPurchase, NYDescriptionMorgan Stanley is a... ...securities, investment management and wealth management services. The Firm's... ....Department ProfileThe Advisor Platforms team is focused on transforming Morgan...PlatformTemporary workLocal areaWorldwide- Morgan-Stanley is seeking a Workplace Platforms Product Manager to join their Wealth Management team located in Purchase, NY. The role involves collaborating with various partners to define and drive platform experiences that enhance financial wellness for clients. Candidates...Platform
$150k - $210k
...someone to join our team as an experienced Product Owner that will be responsible for building out a firmwide AI Development Platform and driving adoption of AI capabilities throughout... ...groups on platform prioritiesProactively manage stakeholders and customers' expectations on...PlatformTemporary work$26.5 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals... ...relationship with their advisory team committed to their... ...information and technology platforms Desired Qualifications Has experience...PlatformHourly paySeasonal workWork at officeWork from homeShift workDay shift$80k - $115k
Client Service Associate - RIA Wealth Management Location: Islip, NY Type: Direct Hire Salary:... ...RIA Wealth Management to support a busy advisory team. Ideal for someone already in... ...reputable firm with a modern, tech‑forward platform Work closely with advisors and a...PlatformWork at officeLocal areaMonday to Friday- Morgan Stanley in Purchase, NY is seeking a Strategic Change Manager to join our Wealth Management Platforms team. The successful candidate will support transformative change initiatives, manage critical workstreams, and liaise across various functions to enhance operations...Platform
$150k - $250k
...functions as an in-house management consulting team... ...engagements while combining advisory consulting, program... ...frameworks and technical platforms that power advanced... ...investment banking, or wealth managementExperience in program management, product development, or transformation...PlatformTemporary work$95k - $106k
...people in software and product innovation focus on developing... ..., and learning how to manage and inspire others.... ...As a Technical Product Owner, you will lead the... ...innovation within our Advisory practice, focusing on software... ..., interoperable platforms. The salary range for this...PlatformFull timeWork experience placementH1b$114k - $132k
..., our people in software and product innovation focus on developing... ...’s unique strengths, and managing performance to deliver on client... ...teams. As a Technical Product Owner, you will lead the charge in... ...innovation and excellence within our Advisory practice. You will be at the...Full timeWork experience placementH1b- Teachers Federal Credit Union in Hauppauge, NY is seeking a Product Analyst to support and enhance various payments functionalities.... ...analyze and improve payment processes, interact with project management tools, and maintain industry standards. This role requires a Bachelor...Platform
$84.25k - $101.25k
...range of meaningful career opportunities. Summary The Product Analyst supports payments platforms that serve Teachers’ members. Qualifications &... ...experience using Jira, Confluence or similar project management tools required Intermediate programming language experience...PlatformFull timePart timeImmediate start$85k - $140k
Workplace Platforms Product Manager, Associate- AVPWealth Management PlatformsPurchase, NYWe are seeking a Product Manager to join the Workplace... ...investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide...PlatformTemporary workWork at officeWorldwide- Morgan Stanley is seeking a Vice President Product Manager for Digital Lending Platforms in Purchase, NY. You will lead the design and delivery of industry-leading, highly automated lending capabilities across securities-based, tailored, and mortgage products, partnering...Platform
$110k - $190k
Product Manager, Digital Lending Platforms - Vice PresidentWealth Management PlatformsPurchase, NYWe are hiring a talented product manager to help us build... ...banking, securities, investment management and wealth management services. The Firm’s employees serve clients...PlatformTemporary workWork at officeWorldwide$50k
...Position Overview Eastern Advisory Group is a dynamic financial services firm affiliated... ...security through personalized wealth‑management and insurance strategies — and we’re equally... ...job advertisements across recruiting platforms Review resumes and assist with candidate...PlatformFull timeWork experience placementInternshipWork at office$115k - $180k
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth... ...that extend well beyond managing wealth. As part of clients’... ...entrepreneurs and business owners, nonprofit organizations, professional...PlatformFlexible hours$50k
...Recruiting Coordinator Eastern Advisory Group – Hauppauge, New York, United States About... ...security through personalized wealth‑management and insurance strategies, and we’re equally... ...job advertisements across recruiting platforms Review resumes and assist with candidate...PlatformPermanent employmentFull timeWork experience placementInternshipWork at office$85k - $135k
...banking, securities, investment management and wealth management services. The... ...range of wealth management products and services for affluent... ...include brokerage and investment advisory, financial and wealth... .../adapting to new tools and platforms.Qualifications:Bachelor’s degree...PlatformTemporary workWork at officeWorldwide- ...Merrill Wealth Management is a leading provider of comprehensive wealth... ...wealth management and investment products and services for individuals... ...relationship with their advisory team committed to their needs... ...information and technology platforms Desired Qualifications:...PlatformSeasonal workWork at officeWork from homeShift workDay shift
$120k - $205k
Morgan Stanley Wealth Management's Legal and Compliance Division is seeking... ...a wide range of securities products including structured products... ...part of a broader group of advisory attorneys covering Morgan Stanley... ...agreements and third-party platform documents> Advising on...PlatformTemporary work- Morgan Stanley Wealth Management is seeking a Vice President to support the Digital Assets Product Lead in defining and scaling digital asset strategy across WM platforms. You will translate strategy into institutional-grade product capabilities and partner with Technology...Platform
$85k - $140k
...segments—Institutional Securities, Wealth Management (“WM”), and Asset Management... ...-class banking and lending products exclusively for FAs and... ...brokerage, investment advisory, financial and wealth planning... ...Real Estate (“CRE") lending platform serving UHNW clients (generally...PlatformTemporary work- 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 Stanley...Platform
$115k
...Job Title: Relationship Manager Smithtown, NY $115,000 Position Overview The Relationship... ...and client service workflows using platforms such as MoneyGuidePro and Holistiplan Coordinate... ...necessary Experience within an RIA or wealth management environment Strong...PlatformFull timeWork at officeLocal area
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