Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.

The Digital Client Experience & Platforms group within MSWM is responsible for transformational platform strategies that provide better tools for our business units as they increase maturity with a focus on people, process, and technology to ultimately improve client experience. The team identifies strategic opportunities by assessing the operating model and technology platforms within Wealth Management to improve efficiency and client service.

We are seeking a smart, passionate, detail-oriented team player who enjoys interacting with a diverse set of people. This candidate should be comfortable solving tough problems and challenging the status quo to design solutions that enhance the strategy and onboarding platform portfolio. The candidate will have a unique opportunity to engage with various stakeholders surrounding a key business initiative and leverage advanced technologies. Primary focus will include overseeing the Client and Account Onboarding Platform that supports a number of dynamic and multi-phase projects to transform the firm's existing client onboarding and KYC/EDD Enhanced Due Diligence process. The candidate will lead a team that drives the creation of business requirements, new designs, and support existing platform solutions within an agile framework.

_Responsibilities ___

• Lead client and account onboarding projects across multiple business channels applied firm-wide, ensuring alignment, cohesiveness, and messaging across the initiative.
• Partner with various stakeholders - Technology, UX, Operations, Global Financial Crimes, AML, Financial Advisor teams, to identify, assess & manage process change solutions.
• Identify and develop areas for improvement including system enhancements, process controls to improve the throughput, quality of work, KYC data collection.
• Drive new engagements for business transformation portfolio to uncover new opportunities and create business cases for future initiatives that have a strong ROl.
• Lead conversations across multiple stakeholder groups; freely developing networks, building consensus, and prioritizing deliverables clearly and effectively to manage multi-faceted roadmaps.
• Perform strategic business analysis, oversee the creation of detailed technology requirements (use-cases, user stories, or any other artifacts) and provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models.
• Manage efforts to incorporate new technology capabilities onto the WM Advised and Digital Platforms

_Skills Required___

• Self-starter with a strong sense of ownership and accountability
• Excellent communication, coordination, and relationship building skills.
• Strong ability to lead teams, projects, propose innovative solutions, and drive results.
• Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges.
• Ability to deliver engaging, informative, well-organized requirements and concept designs.
• Strong interpersonal skills, demonstrating the ability to gain consensus across multiple teams to help drive execution, informational gathering and manage expectations.
• Ability to work in a fast-paced environment, both independently and as part of a team while under strict and changing deadlines
• Excellent communicator with solid written, presentational, and verbal delivery skills, with an emphasis on simplifying complex projects into clean and concise PowerPoint presentations for senior leadership.

• Able to prioritize and manage multiple concurrent initiatives.

• BS/BA degree or equivalent experience required

• A minimum of 2-4 years of experience in the financial services industry and/or Wealth Management or Product Management
• In-depth understanding of financial services industry, and wealth management operations and branch processes
• Experience and knowledge of Agile methodologies and practices
• Must be able to effectively communicate in both business and technical contexts including managing relationships with other teams
• Excellent analytical, process-oriented, problem-solving, and issue-resolution skills
• Strong sense of ownership and accountability
• Ability to operate independently and problem solve under strict deadlines
• Advanced Excel and PowerPoint skills

Expected base pay rates for the role will be between 85,000 and 135,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job: *Wealth Management

Title: EDD Platform Enhancements - Product Manager (AVP)

Location: New York-New York

Requisition ID: 3254327