Job Description

About Us:
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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
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. It manages digital products used by over 16,000 Financial Advisors across the firm. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.
The Institutional Platforms Strategy Team drives strategic initiatives aimed at scaling our Institutional Consulting Businesses; including Outsourced Chief Investment Office (OCIO), Graystone Consulting, Corporate Retirement, Institutional RIA, and the MS Family Office. The team is responsible for creating scalable solutions across all elements of the client and advisor experience - Pipeline and Prospect Management, Client Onboarding, Portfolio Setup and Management, Performance Reporting and Analytics, Money Movement, 401(k) Plan Management, and Institutional Billing and Financials.
The candidate 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. The candidate will be responsible for executing on efforts to identify and refine business opportunities/risk/requirements, assess and reengineer platforms, and drive strategic solutions by leveraging the Firm's agile framework. The position will have a unique opportunity to collaborate with stakeholders and leadership across multiple lines of business (including Wealth Management, OCIO, MS Family Office, Global Investment Office, Morgan Stanley at Work, and Technology) to enhance our business offering and operating model.
We are seeking a candidate with strategic mindset and entrepreneurial spirit, with proven experience in strategy/product management and a solid understanding of the wealth management business.
Primary Responsibilities:

• Lead all aspects of large-scale and complex work-streams, including; conceptualizing project scope, timelines, and dependencies; tracking and reporting of key milestones; and 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 which will automate business processes that support institutional clients utilizing tools including integrating generative AI capabilities
• 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 to allow for informed strategic decision-making
• Conduct primary and secondary research to define complex business problems and develop both tactical and strategic solutions
• Building and maintaining strong relationships with key stakeholders to identify Firm services and solutions that support ICS' and clients' needs
• Drive adoption of new functions and applications for ICS and other cross-functional teams through communication, training, and feedback sessions
• Plan and facilitate the rollout of Institutional Platforms' product suite

Qualifications:

• 3 to 5.5 Years of experience in financial services, wealth management, product management and/or business strategy/management related fields
• Undergraduate degree required
• Strong analytical, strategic thinking and problem solving skills with the ability to define complex business problems, synthesize data, and provide and execute on tactical and strategic solutions
• Strong written and verbal communication skills in both business and technical contexts
• Be solutions- and detail-oriented and quickly turnaround high-quality work without sacrificing speed or accuracy
• Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines with demonstrated leadership abilities
• Proactive self-starter with a strong sense of ownership, accountability, and work ethic
• A track record of success and a demonstrated ability to exercise good judgement and discretion
• Familiarity with wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments
• Experience with agile framework/JIRA preferred, but not required
• Strong proficiency in Microsoft Office particularly in Excel, PowerPoint and Visio

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices? into your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Skills Required