Product Owner, Platforms, Director, Wealth Management

You will be engaged in high-priority initiatives across Institutional Consulting Solutions (ICS) with a focus on building and scaling a premier shared service model for our institutional client segment. Your responsibilities will include executing efforts to identify and refine business opportunities, risks, and requirements, assessing and reengineering platforms, and driving strategic solutions by leveraging the Firm's agile framework. This position offers a unique opportunity to collaborate with stakeholders and leadership across multiple lines of business to enhance the business offering and operating model.

**Primary Responsibilities:** - Lead all aspects of large-scale and complex work-streams, including conceptualizing project scope, timelines, and dependencies - Track and report key milestones while engaging/influencing project stakeholders - Own and enhance workflows and solutions around CRM prospecting, client onboarding, servicing, risk management, and portfolio implementation - Partner with business stakeholders to gather, conceptualize, and define requirements for automating business processes - Support all aspects of the product life-cycle including requirement gathering, execution/agile leadership, user acceptance testing, and ongoing subject matter expertise - Prepare and deliver presentations to senior management for informed strategic decision-making - Conduct primary and secondary research to define complex business problems and develop tactical and strategic solutions - Build and maintain strong relationships with key stakeholders to identify services and solutions that support clients' needs - Drive adoption of new functions and applications for cross-functional teams through communication, training, and feedback sessions - Plan and facilitate the rollout of product suite for Institutional Platforms

**Qualifications:** - 6 to 9 years of experience in financial services, wealth management, product management, or business strategy/management - Undergraduate degree required - Strong analytical, strategic thinking, and problem-solving skills - Strong written and verbal communication skills - Detail-oriented with the ability to deliver high-quality work quickly - Ability to work independently and as part of a team in a fast-paced environment - Proactive self-starter with a strong sense of ownership and work ethic - Familiarity with wealth management platforms and vehicles - Experience with agile framework/JIRA preferred - Strong proficiency in Microsoft Office particularly in Excel, PowerPoint, and Visio

At Morgan Stanley, you will find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. The teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. The company is proud to support employees and their families, offering attractive and comprehensive employee benefits and perks. There is also ample opportunity for growth and development for those who show passion and dedication in their work. You will be engaged in high-priority initiatives across Institutional Consulting Solutions (ICS) with a focus on building and scaling a premier shared service model for our institutional client segment. Your responsibilities will include executing efforts to identify and refine business opportunities, risks, and requirements, assessing and reengineering platforms, and driving strategic solutions by leveraging the Firm's agile framework. This position offers a unique opportunity to collaborate with stakeholders and leadership across multiple lines of business to enhance the business offering and operating model.

**Primary Responsibilities:** - Lead all aspects of large-scale and complex work-streams, including conceptualizing project scope, timelines, and dependencies - Track and report key milestones while engaging/influencing project stakeholders - Own and enhance workflows and solutions around CRM prospecting, client onboarding, servicing, risk management, and portfolio implementation - Partner with business stakeholders to gather, conceptualize, and define requirements for automating business processes - Support all aspects of the product life-cycle including requirement gathering, execution/agile leadership, user acceptance testing, and ongoing subject matter expertise - Prepare and deliver presentations to senior management for informed strategic decision-making - Conduct primary and secondary research to define complex business problems and develop tactical and strategic solutions - Build and maintain strong relationships with key stakeholders to identify services and solutions that support clients' needs - Drive adoption of new functions and applications for cross-functional teams through communication, training, and feedback sessions - Plan and facilitate the rollout of product suite for Institutional Platforms

**Qualifications:** - 6 to 9 years of experience in financial servic