Advisor Desktop Product Owner, Assistant Vice President
About The Position
The Advisor Desktop Product Owner will advocate for the user experience and help enhance technology platforms supporting Financial Advisors, branch support and management staff, specialists, and operational staff. The role works with end users to understand requirements and translates their needs for systems developers, while balancing business and technology considerations and providing direction to projects. This is a business position rather than a technology position. The position leads collaborative working teams to implement technology solutions, manages technology business analysts and project managers to keep initiatives on track and within budget, and leads end-to-end delivery of new solutions to field users. Delivery activities include communications to field leadership, training, field communication strategy, and establishing a support model. The role also reviews functional requirements and resolves problems on behalf of branches. The platform includes desktop and mobile capabilities.
Requirements
- At least 5 years of experience in the financial industry.
- Demonstrated experience with technology implementations and the entire SDLC process.
- Experience writing business requirements for large projects.
- Experience leading large-scale technology initiatives.
- Bachelor of Arts or Bachelor of Science degree.
- Strong knowledge of and interest in new technologies from an end-user perspective.
- Excellent oral and written communication skills.
- Proficiency in Microsoft Office applications.
- Proficiency in Agile methodology for technology delivery and project management.
Nice To Haves
- Previous experience working with Financial or Wealth Advisors is highly desirable.
Responsibilities
- Work with end users to understand requirements and translate their needs to systems developers.
- Support the business needs of branches, support staff, specialists, and operational staff.
- Enhance existing desktop and mobile technology platforms.
- Provide direction to projects by understanding both business and technology considerations.
- Lead collaborative working teams implementing new technology solutions.
- Manage technology business analysts and project managers to keep initiatives on track and within budget.
- Lead full delivery of new solutions to field users, including messaging to field leadership, training, field communication strategy, and a support model.
- Review functional requirements.
- Resolve problems on behalf of branches.
Benefits
- Morgan Stanley-sponsored employee benefit programs and perks; specific benefits are not detailed.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
